Know what you want to get out of the campain and don’t be afraid to revise it if early efforts don’t give the results you expect. Sometimes campaings can show you how to better market if you’re not getting expected results.
We used to have a saying in my office…“keep the main thing, the main thing.” In other words, stay close to the goals. It is very easy to go down a rabbit hole and before you know it you are working on content or strategy that is no longer connected to the goal.
Align with company goals and strategic directions, translate them into marketing and team goals, keep track of your performance by using dashboards or other tools like Trello, have weekly meetings with the team about performances and adjust strategy if necessary
I start with defining what I’m measuring, and that I’m measuring what actually matters to all the stakeholders involved. And then from there, I agree on a naming architecture, that makes it easy to quickly identify and filter campaigns. I also like to create a visual flow chart of how the marketing collateral will interact with each campaign, to look for opportunities to repurpose, or refresh existing content.
This is tough, because our campaigns stretch across more than just HubSpot, but within HubSpot, the campaigns are limited without a parent/child organizational structure. In HubSpot we tend to have two kinds of campaigns - short term and long term. The short term campaigns are for the specific efforts which span across the different marketing functions and touchpoints with clients. But we also use campaigns to look at different business areas of the website and content, and those are the long term campaigns.
We create a workbook in Google sheets that includes campaigns.
We meet weekly as a team, and we are ramping up right now. Personas are driving the content generation, as well as market content. We schedule via google calendar, and reviewing analytics and platform data for performance indicators.
I keep track by laying it all out on a timeline, usually within a project management software program and/or an excel/google sheets file.
How can disparate data sources be configured to contribute to “influenced” contacts/revenue? And where is revenue data sourced from?
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My best advice is to keep in consistent communication with your team to ensure nothing is getting lost along the campaign.
By setting goals and having a marketing workflow planned. Keep track of your results as well.
Our clients find Gantt charts helpful.
I think what I would give to marketers when creating their first campaign is to plan accordingly and set up key events along the way and have accountability.
To keep campaign organized I think you have to have structure and assigned duties and responsiblities. Also like most companies, eveyrone has personal goals which are aligned with the team goals. Accountability will be held with key event and milestone tracker.
Good
The best way to do this would be via a calendar, gantt chart, or a spreadsheet. Notion is a great tool and that is what our team uses to stay on top of things.
When creating your first campaign I would start with clearly defined outcomes of the campaign and then work backwards determining what is the best content and channels to achieve the desired outcome.
Work on Strategy, Create a Plan of Action, Assign Tasks and make calendar, communication is the key.
monitoring the campaigns in Hubspot is helpful, since you can monitor the results as well.