Content Strategy & SEO

andyklngnbrgr
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Historical Data when Reassigning Campaign Assets

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I'm fairly new to HubSpot, but I've used plenty of CRM and Marketing Automation tools in my time. I'm looking to get a better handle on campaign functionality in HubSpot.

 

I understand that we can associate a bunch of different assets to a single campaign - and that is a one-to-one relationship for most things (workflows excluded.)

 

Here's my question though: let's say we have a timebound campaign - we're running something for Q4, for example - and we want to use a piece of gated content for it.

 

That content, however, could also be used for subsequent campaigns. So, if we were to reassign it to a different campaign, what would happen to the data that the piece generated for the initial campaign? Does it stay with that campaign, or does it follow the piece of content?

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Historical Data when Reassigning Campaign Assets

SOLVE

>>"That content, however, could also be used for subsequent campaigns. So, if we were to reassign it to a different campaign, what would happen to the data that the piece generated for the initial campaign? Does it stay with that campaign, or does it follow the piece of content?"


Generally speaking, the data remains with the original campaign, but 'dissappears' from view since the asset is technically no longer associated with the original campaign. Basically, it's there, but we can't see it because the asset has been removed from the original campaign.


[NOT RECOMMENDED ON PRODUCTION PORTALS]
This is easy to prove by simply moving an asset from one campaign to another then refreshing the screen. You'll immediately notice that the data is now missing from the original campaign AND THE NEW CAMPAIGN -- because it doesn't belong there! Move the asset back, and boom! Your data is still there.


However, there are more answers to your questions which depend on a number of factors.
- The type of asset you're tracking (if trackable by HubSpot directly) -- e.g., cta, page, email, link within an email, etc..
- The state of your asset when added to the campaign -- e.g., email sent or not sent.
- The state of your asset when moved -- e.g., email sent or not sent.
- +


- see Associate assets and content with a campaign


++
Often times, content can be REUSED by cloning. Cloning helps preserve separation of the original data and virtually eliminates these invisible data concerns.


That being said, cloning has its own set of issues. Some of which are...
- can't always realistically clone things just to make them part of a new campaign.
Example: Pillar page content. Can't just clone pillar page content that's part of a 2019-Q2 campaign and run it as 'new' pillar page content that's part of a 2020-Q2 campaign without taking extra measures to avoid duplicate content issues.

 

- cloning makes roll-up reporting more difficult.
Example: We use a CTA that links to a PDF -- not directly trackable by HubSpot, so we track CTA performance as part of a Q1 campaign instead of 'downloads'. Now it's Q2 and we want to separate our CTA performance tracking. Personally, we'd use the same CTA and date-range reporting instead, but for purposes of this example let's just say we'll CLONE OUR CTA!

 

All is well until the end of Q2 when we want to know CTA performance for both the Q1 campaign PLUS the Q2 campaign! See the problem? Back to excel spreadsheets. 😞


We can do these scenarios all day. The point here is that you just have to start with the end in mind and work your way back to a reasonable solution that offers a balance between what you need in your organization and HubSpot best practices.


And one that doesn't make you a totally crazy MarTech person (like some people we know). haha 🙂

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

1 Reply 1
MFrankJohnson
Solution
Thought Leader

Historical Data when Reassigning Campaign Assets

SOLVE

>>"That content, however, could also be used for subsequent campaigns. So, if we were to reassign it to a different campaign, what would happen to the data that the piece generated for the initial campaign? Does it stay with that campaign, or does it follow the piece of content?"


Generally speaking, the data remains with the original campaign, but 'dissappears' from view since the asset is technically no longer associated with the original campaign. Basically, it's there, but we can't see it because the asset has been removed from the original campaign.


[NOT RECOMMENDED ON PRODUCTION PORTALS]
This is easy to prove by simply moving an asset from one campaign to another then refreshing the screen. You'll immediately notice that the data is now missing from the original campaign AND THE NEW CAMPAIGN -- because it doesn't belong there! Move the asset back, and boom! Your data is still there.


However, there are more answers to your questions which depend on a number of factors.
- The type of asset you're tracking (if trackable by HubSpot directly) -- e.g., cta, page, email, link within an email, etc..
- The state of your asset when added to the campaign -- e.g., email sent or not sent.
- The state of your asset when moved -- e.g., email sent or not sent.
- +


- see Associate assets and content with a campaign


++
Often times, content can be REUSED by cloning. Cloning helps preserve separation of the original data and virtually eliminates these invisible data concerns.


That being said, cloning has its own set of issues. Some of which are...
- can't always realistically clone things just to make them part of a new campaign.
Example: Pillar page content. Can't just clone pillar page content that's part of a 2019-Q2 campaign and run it as 'new' pillar page content that's part of a 2020-Q2 campaign without taking extra measures to avoid duplicate content issues.

 

- cloning makes roll-up reporting more difficult.
Example: We use a CTA that links to a PDF -- not directly trackable by HubSpot, so we track CTA performance as part of a Q1 campaign instead of 'downloads'. Now it's Q2 and we want to separate our CTA performance tracking. Personally, we'd use the same CTA and date-range reporting instead, but for purposes of this example let's just say we'll CLONE OUR CTA!

 

All is well until the end of Q2 when we want to know CTA performance for both the Q1 campaign PLUS the Q2 campaign! See the problem? Back to excel spreadsheets. 😞


We can do these scenarios all day. The point here is that you just have to start with the end in mind and work your way back to a reasonable solution that offers a balance between what you need in your organization and HubSpot best practices.


And one that doesn't make you a totally crazy MarTech person (like some people we know). haha 🙂

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com