How to Build Campaigns in HubSpot Marketing Studio

Setting up campaigns in Hubspot Marketing Studio helps you organize every asset, event, and budget item tied to a marketing initiative, so your team can track performance and ROI in one place.

This guide walks through how to create, customize, and manage campaigns in your portal, based strictly on the official product behavior.

Before You Create a HubSpot Campaign

To build and manage campaigns effectively, confirm you have the right tools and access in your HubSpot account.

HubSpot subscription and access

You must have a Professional or Enterprise subscription for at least one of these hubs: Marketing Hub, Sales Hub, Service Hub, CMS Hub, or Operations Hub.
You need the account permission to create and edit campaigns (usually Marketing or Admin roles).

If you are unsure which plan you are on, check your HubSpot settings or ask your admin.

When to use a HubSpot campaign

Create a campaign whenever you want to group assets and performance around a specific initiative, for example:

A webinar or virtual event series
A product launch
A seasonal promotion
A content pillar with multiple offers and emails

Each campaign becomes a single home for related assets, metrics, and attribution in HubSpot.

How to Create a New HubSpot Campaign

Use the campaign creation flow to define objectives, dates, and basic details.

Open Marketing Studio.
In your main navigation, go to the marketing tools area and open Marketing Studio.
Navigate to campaigns.
In the left sidebar, find and select the campaigns section to view the campaigns index.
Start a new campaign.
Click the button to create a new campaign. This opens the campaign creation side panel or editor.
Enter basic campaign details.
- Campaign name: Use a clear, standardized naming convention (for example, “2025-Q1-Webinar-Series”).
- Business unit or team (if available): Assign the correct unit so reporting stays organized.
- Language: Set the primary language for assets associated with the campaign.
Set campaign timeline.
Define the start and end dates to align with your strategy and reporting windows.
Define campaign goals.
Use the goal fields to document what success looks like, such as leads generated, deals created, or influenced revenue.
Save your campaign.
Click Save or Create. HubSpot adds your new campaign to the campaigns index and opens its detail view.

Configuring HubSpot Campaign Details

After creating the campaign, configure key settings to capture the context of your initiative.

Set budget and forecast in HubSpot

Use the budget panel to track your planned and actual spend.

Total budget: Enter the overall amount you expect to invest in the campaign.
Cost breakdown: Optionally, record spend by channel or activity, such as paid search, paid social, sponsorships, or creative.
Forecast: Add projections for leads, deals, or revenue for quick comparison with actual performance later.

Keeping this data inside HubSpot makes it easier to match performance metrics with spend.

Add internal notes and collaborators

The campaign workspace allows you to keep team communication contextual.

Internal notes: Document strategy, targeting, or special instructions.
Owners and collaborators: Assign users or teams responsible for the campaign.
Tags or categories (if configured): Apply tags to group campaigns by theme, product line, or region.

Adding Assets to Your HubSpot Campaign

Once the framework is ready, connect all related assets so HubSpot can track performance in one place.

Supported asset types in HubSpot campaigns

You can associate many types of assets and events, including:

Marketing emails
Landing pages
Website pages
Forms and calls-to-action (where applicable)
Workflows and automation
Social posts and ads, if integrated
Blog posts or content assets
Lists, if used for segmentation
Offline or custom events, such as trade shows

Associate existing assets with a HubSpot campaign

Open your campaign record.
From the campaigns index, click the campaign name to open the details view.
Go to the assets or associated items tab.
Find the section that lists existing assets and performance by type.
Click to add or associate assets.
Select the asset type (emails, pages, ads, etc.), then choose from existing items in your account.
Confirm the association.
Save your changes so HubSpot can attribute traffic, contacts, and deals to this campaign where applicable.

Create new assets directly from your HubSpot campaign

You can also create assets directly from within the campaign record to keep everything connected from the start.

Open the campaign.
Click the option to create an asset.
Choose the asset type, such as a new marketing email or landing page.
Build and publish the asset.
Because it is created from the campaign, HubSpot automatically associates it with the campaign once published.

Tracking and Reporting on HubSpot Campaigns

As the campaign runs, the campaigns tool in HubSpot aggregates performance across assets to help you evaluate impact.

Key performance metrics in HubSpot campaigns

Depending on your connected hubs and data, you can typically see:

Traffic and interactions: Page views, email opens, clicks, and form submissions.
Contact engagement: New contacts first-touch and last-touch attributed to the campaign.
Deal and revenue impact: Deals created, deals influenced, and associated revenue.
Channel performance: Breakdowns by email, paid media, organic, social, and other sources.

Metrics may vary based on how your HubSpot portals and integrations are configured.

Using HubSpot attribution for campaigns

Campaigns integrate with attribution models so you can understand which assets and channels drive results.

Use multi-touch attribution where available to see the combined impact of different assets.
Review asset-level metrics inside the campaign to identify high-performing emails, pages, or workflows.
Compare campaigns to see which themes or offers work best over time.

Managing and Optimizing HubSpot Campaigns

Campaigns are not static. Use ongoing performance data to refine your work.

Update assets and settings in HubSpot

Pause or remove underperforming emails and ads.
Clone and adjust high-performing assets for new audiences.
Extend or shorten campaign dates if the initiative changes.
Revise budget entries as real costs come in.

All adjustments update the central campaign record so you maintain a reliable performance history in HubSpot.

Archive or reuse a HubSpot campaign

When a campaign is complete:

Keep the record active for historical reporting, or archive it if you want to declutter your index.
Clone a successful campaign as a template for future initiatives, then swap in new dates, goals, and assets.

Learning More About HubSpot Campaigns

To dive deeper into configuration details, dependencies, and limits, review the official product documentation.

By setting clear goals, associating all relevant assets, and monitoring performance inside your HubSpot campaigns, you create a single source of truth for every marketing initiative.

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