I am new to HubSpot. How would I associate a campaign to a contact and then to an opportunity? Essentially, we’d like to measure how many of the contacts that visited our booth at a trade show actually converted to an opportunity. Would someone please walk me through step by step instructions?
Hi @KScanlon,
You can’t associate single contacts with a campaign but static lists.
As a first step, you would create a static list for your campaign and add your contact to this list: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list#add-or-remove-contacts-from-a…
Navigate to your campaign (Menu > Marketing > Campaigns), click the Add assets button and select Static lists. Your list should show up here and you can now associate it with the campaign. If you have more contacts, simply add them to the static list.
These contacts would now be associated with the campaign and they should be inluded in the Performance and Attribution tab of your campaign (Menu > Marketing > Campaigns).
Best regards!
Thank you, Karsten. Much appreciated.