How do you keep your campaign assets organized?

Marketing campaigns are organized, strategized efforts to promote a specific company goal, such as raising awareness of a new product or capturing customer feedback. They typically aim to reach consumers in a variety of ways and involve a combination of media, including but not limited to email, print advertising, television or radio advertising, pay-per-click, and social media.

But with so many moving pieces, it can be difficult to stay organized and ensure every piece of content feels cohesive with the rest. What is your advice to marketers creating their first campaign? What are your tips to stay organized and ensure you’re on track to hitting your campaign goals?

*To learn more about this, check out the Creating a Campaign in HubSpot lesson via HubSpot Academy.

Hi,

We actually organize most of our assets with Google Sheets or just on the Hubspot software, where we use the different filter options. Nevertheless, this is certainly not the best approach and we should start adjusting that.

To set the goal at very early stage to understanding the marketing metrics

Create a gantt chart or use note taking app like one note

My advice would be to set your goal, objectives and metrics from the very beginning. Having a focus from the start will ensure the output stays in line with what you hoped to achieve. I would also recommend keeping it simple and to communicate with other team members to ensure the campaign is set up in a templated way that makes sense to everyone.

We have a masterplan for the entire MarCom team across markets. incl. a content plan and campaign overview

First find out what is the most effective marketing channel. This will be more focused and organized way of campaign. Also we have to consider prespect’s preferred channel.

Weekly meetings

Hello.

We organize with Weekly Meetings and the use of Zoho Applications.

Create a campaign overview, look at your strategy and use weekly meetings to do so

I use the Hubspot Marketing tools to give me a streamlined understanding of my campaigns.

I do, as well.

I’m using google sheets to keep track of my campaigns currently.

Weekly meetings

We’re still new to HubSpot and haven’t started implementing campaigns. I feel like smaller monthly campaign goals along with one bigger quarterly goal could work well.

By centralizing and standardizing filing locations and formatting.

Set specific goals and monitor your progress

To set the goal at very early stage to understanding the marketing metrics

The campaigns should be organized by a specific name, which is used throughout all the platforms. Via this way, everyone within the company understand which campaign is connected to, for example, which landing pages. Furthermore, the results of the campaigns should be analyzed weekly to see if you are still on track of reaching the goals.

Setting your strategy, goals, target geographics and demographics upfront before jumping to tactics. We then organize our campaign tactics and calendar within Planner to assign tasks and add updates.