How to Create Campaigns in HubSpot

Learning how to build campaigns in HubSpot helps you connect your marketing assets, track performance, and understand which efforts drive real results. This guide walks you step by step through the process of creating and managing campaigns so your reporting stays accurate and actionable.

What a HubSpot Campaign Does

A campaign in HubSpot is a way to group related marketing assets and activities under a single initiative. Instead of viewing metrics in isolation, you can see how emails, forms, ads, and other assets work together.

When you use campaigns correctly, you can:

• Connect multiple assets and content to one initiative.
• Track influenced contacts and revenue.
• View key performance metrics in a single dashboard.
• Standardize reporting across your marketing team.

Campaigns are especially useful for product launches, seasonal promotions, webinars, or any coordinated marketing push.

Before You Create a HubSpot Campaign

Before setting up a campaign in HubSpot, get clear on a few essentials:

• Goal: Define what success looks like (new contacts, deals, revenue, or engagement).
• Audience: Know which segments or lists you are targeting.
• Assets: Plan emails, landing pages, forms, calls-to-action, ads, and social posts.
• Timeframe: Decide when the campaign starts and finishes.

Having this structure prepared makes setup smoother and keeps your reporting clean.

Step-by-Step: Create a Campaign in HubSpot

Follow these steps to build a new campaign using the campaigns tool.

1. Navigate to the HubSpot Campaigns Tool

1. Log in to your account.
2. In the main navigation, go to Marketing > Campaigns.
3. Click the button to create a new campaign.

This opens the campaign creation panel where you define core details and tracking options.

2. Configure Basic HubSpot Campaign Details

Start by entering the foundational information for your campaign:

• Name: Use a clear, descriptive naming convention (for example, “Q3 Webinar Series – North America”).
• Owner: Assign a main owner to keep accountability clear.
• Start and end dates: Choose the period when assets and data should be grouped into this initiative.
• Time zone: Match your reporting time zone for accurate performance analysis.

These details help filter, sort, and compare campaigns later in your reporting dashboards.

3. Set Campaign Goals and Budget

Next, define the objectives you want to track for this HubSpot campaign:

• Goals: Choose high-level goals such as new contacts, influenced deals, or influenced revenue.
• Budget: Optionally enter your budget to compare spend with performance over time.
• Audience or segment notes: Add internal notes on target personas, lifecycle stages, or lists.

Clear goals make it easier to interpret your campaign analytics and demonstrate impact to stakeholders.

4. Add UTM Tracking and Attribution Settings

The campaigns tool can help organize tracking for URLs associated with your initiative.

• Create or review UTM parameters that will be used with external links.
• Make sure naming conventions for source, medium, and campaign are consistent.
• Use these tracked URLs across ads, social platforms, and partner placements.

Consistent tracking allows HubSpot analytics to attribute contacts and sessions back to the right campaign.

Associate Assets with Your HubSpot Campaign

Once your campaign is created, the next step is to associate all relevant assets. This ensures your reporting reflects the true reach of your work.

Assets You Can Associate

You can connect a wide variety of assets and activities to your initiative, such as:

• Marketing emails
• Landing pages and website pages
• Forms and calls-to-action (CTAs)
• Blog posts and content
• Ads and tracking URLs
• Social posts published through the platform
• Workflows and automated journeys

Each associated asset sends engagement data back into the same centralized campaign view.

How to Associate Assets in HubSpot

You can associate assets from either the campaign view or the individual asset editor.

1. Open the campaign and look for the section to manage assets.
2. Choose the asset type you want to associate (for example, emails or landing pages).
3. Select existing assets from the list and connect them to the campaign.

Alternatively, when you create or edit an asset such as an email or page, select the campaign field and choose the right campaign from the dropdown.

Using HubSpot Campaign Reports and Analytics

After assets are associated and traffic starts flowing, use the campaigns tool to review performance and make adjustments.

Key Metrics to Monitor

In the campaign performance view, you can typically monitor:

• Sessions: How many visits are driven by campaign assets.
• New contacts: How many new contacts are influenced.
• Influenced contacts: Contacts who engaged with any campaign asset.
• Deals and revenue: Deals and revenue that were influenced by the initiative.
• Email metrics: Sends, opens, clicks, and bounces for associated emails.
• Form submissions: Completions from landing pages and forms.

Use filters such as date range, asset type, or specific lists to narrow down your analysis.

Optimize Based on Campaign Insights

Use data from your HubSpot reports to refine the initiative over time:

• Identify emails with high clicks and model future content on those winners.
• Pause or improve low-performing ads and reallocate budget to stronger channels.
• Update landing page copy and forms to improve submission rates.
• Duplicate successful campaign structures for future launches.

Continuous optimization helps each new initiative become more efficient than the last.

Best Practices for Scalable HubSpot Campaigns

To keep campaigns organized and reporting consistent as your account grows, follow these best practices.

Name and Structure Campaigns Consistently

Use a standard naming convention for every initiative, such as:

• Region: NA, EMEA, APAC
• Quarter or month: Q1, Q2, or a specific date range
• Theme or product: Product name, feature, or event title

This makes searching and comparing initiatives simple, especially when multiple teams share the same environment.

Align Assets Before Launch

Before the official launch date:

• Confirm that all emails, pages, and forms are associated with the correct campaign.
• Test links and UTM parameters to ensure accurate tracking.
• Review automation workflows for timing, enrollment criteria, and exits.

Doing this prior to launch prevents data gaps and reduces the need for manual corrections later.

Review Results After the Campaign Ends

Once the end date is reached, schedule a post-campaign review:

• Compare actual performance with your original goals.
• Document top-performing assets and messages.
• Note channels that underperformed and hypotheses for improvement.
• Share insights with sales, customer success, and leadership.

Centralizing takeaways builds a reusable playbook for future initiatives.

Further Learning and Resources

If you want deeper documentation directly from the platform, review the official guide on how to create campaigns at this help center page. It provides detailed tables of asset types and the most current interface screenshots.

For strategic help with implementation, reporting strategy, or improving your broader marketing operations, you can also explore resources and services at Consultevo.

By combining a clear strategy, well-structured assets, and accurate tracking, the campaigns tool becomes a powerful way to understand the real impact of your marketing efforts.

Need Help With Hubspot?

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