How do you keep your campaign assets organized?

Set up weekly meetings and ensure your SMART objectives are discussed each time

We currently are using google sheets, but want to move many of our assets into hubspot.

Have a marketing workflow in Asana. From there create calendars, goals, and projects. Keeps the team orgnaized.

Continual auditing and working on it with a peer. Auditing frequently will keep you on track to your goals and tell you when changes are needed. Refering back to a coworker will help point out if your content is becoming disorganized or leaving the core topic behind.

Marketing meetings 4x/week

I think having a clear division of labor is crucial to insuring a campaign’s success. If your team doesn’t have a clear sense of everyone’s role and who’s responsible for what, it’s very easy for things to slip through the cracks and projects to get delayed.

I have recently created a Google Form that I will fill out each time a new Campaign is requested from the executive team. This form will help me organize the information I need for the Campaign. I have also created a Google Form as a checklist before I send and email or activate a Workflow. This helps me make sure I have all the correct information before sending.

Create campaign templates and outline all assets/resources needed.

To create a clear marketing objective

To be very organized, set up your goals and keep track of each of the tasks, which ones are done, which ones are missing. Reporting on the results and if any result is not as desired, add/change tasks.

Hi,

I think having your goals and assets in place to launch is a good place to begin.

Make a checklist to follow each time setting up a new campaign

I like how the campaigns are organised in HubSpot. And all assess related to it are linked there..

We use google sheets and/or Excel sheets to maintain our traditional marketing campaigns. For digital campaigns, we maintain them in their individual ad manager platforms ie. HubSpot, FB Ads Manger, etc.

creation of a gantt chart will allow you to keep track of your campaign assets and allow you to allot the right time frame to get things done. it also allows you to see what has been completed and what still needs work. I love using gantt charts!

Clearly define the SMART goals in the initial phase along with the KPI’s to measure them. Plus, they can be measured in real-time so that we can make immediate changes as and when needed.

Working in an agile fashion, adopting working in sprints and having team stand-ups

Hi,

In order to keep everything organised and streamlined, it is important to keep the business goals in mind while creating the campaign in Hubspot. Data can also be stored locally in a database or a spreadsheet for better access and organization.

Thanks,

Soumya

This will be my first time setting up a campaign. I am a bit nervous.

to set a goal