I’ve been assigned a task involving our HubSpot account. We need to filter contacts based on the PPC campaign name. Here’s the specific requirement:
When a user clicks on one of our PPC ads, UTM parameters are included in the URL. We need to ensure that the “PPC Campaign Name” property for each contact is set based on the UTM campaign name from the ad they clicked.
In summary, we want to capture the campaign name from the UTM parameters and update the contact’s “PPC Campaign Name” property in HubSpot accordingly.
Have you created a property to capture the UTM campaigns and are those hidden fields on your current forms? If not, I would start there so you can begin to capture this data. Then you should have the data captured to be able to report on it per your needs.
would you mind, tell me how to do that? “Have you created a property to capture the UTM campaigns” i have created the property called " ppc campaign name", then what I shoul to do next
Ensure your PPC ads include UTM parameters like utm_campaign in the URLs (e.g., utm_campaign=summer_sale). Next, create a custom property in HubSpot by going to Settings > Properties, and add a new field called PPC Campaign Name to store the UTM campaign name.
Then, create a contact-based workflow under Automation > Workflows. Set the enrollment trigger to identify contacts from PPC ads using UTM parameters like utm_campaign. Add an action to update the PPC Campaign Name field with the UTM campaign value.
Finally, test the workflow by clicking on a PPC ad to ensure the UTM parameters are tracked and the property is updated correctly.