Please find below the latest update in regards to this feature request. As it stands, the 2 main benefits of a 'parent-child' hierachy are to (1) better organise campaigns (with individual campaigns feeding into a big/ parent campaign) and to (2) to track the performance of both: individual and parent campaigns.
Today, 'Campaigns custom properties' (the beta feature referenced in my update of March) is available for everyone working with the Campaigns tool. This feature can help to better organise campaigns. More details can be found here.
However, we recognize that this workaround is not the full solution as it misses the important reporting functionalities.
Those reporting functionalities are currently planned for next year as we improve the overall Campaigns reporting functionality, aligned with feedback we've heard over the last months and years.
Once there is a clear timeline and expected launch dates for 'parent-child hierachies' in Campaigns, I will update this post accordingly.
My name is Jenny Mueller and I'm the Product Manager of Campaigns. Thanks for your feedback and comments!
I understand that a 'parent child' hierachy has 2 core benefits:
1. A better organisation of Campaigns
2. Accumulated reporting
The first benefit can be solved in different ways that already exist within Campaigns. The latest, and probably most useful, way for you to better organise your Campaigns is our new Campaigns beta called 'Custom Properties for Marketing Campaigns'. This is available for all regions, you should find it under the "Betas" section under Product Updates in the main top-right menu in your account. This is a quick link that should redirect you: https://app.hubspot.com/l/whats-new/betas Note: you need to be an admin on your account to access this page. If you have any questions on how to use this feature to better organise your campaigns and create a parent-child hierachy, please let me know in the comments and tag me. Once this beta feature is available for all Campaigns customers, we will inform you (through the Product Updates section).
The second benefit then focuses on a way to report on your parent and child campaigns. We have started reviewing this requests and would like to understand your Campaign reporting requirements further.
Over the next week, our research team will be running research to understand more about your HubSpot Campaigns experience. The research will focus on 3 core areas:
How are you currently reporting on marketing campaign performance?
What are your out-of-the-box reporting needs?
What are the current inconsistencies in marketing channel reporting in HubSpot?
Here's how this works:
We'll schedule a 60-minute call over the next week
We'll chat through a Zoom video link that our research team will send you
All you need to do is have your computer ready and click the link to join
If you're interested in participating, please fill out this short survey. If you match the criteria for a session, we’ll be in touch with further details.
Once you complete the research study, we’ll send you an e-gift card of your choice worth $100 USD through BHN rewards to thank you for your time and valuable feedback. Please note that by participating in this research study, you acknowledge and agree to HubSpot'sUser Research Participation Agreement.
I am looking forward to your reply!
Any other questions/ comments/ feedback, feel free to reach out anytime.
I had a couple follow up questions specifically related to parent / child relationship that I was hoping you might be able to clear up for me. Specifically I'm hoping you can help me get to the bottom of exactly what the "parent" level of the campaign would need to provide. I.e. would you just need an out-of-the-box dashboard that showed the rolled up performance of all the children, or something more than that?
The reason I ask is I'm wondering if something along the lines of folders for campaigns (i.e. folder = parent) would get you the functionality you needed if the folder could be used as a filter to see data for all campaigns within. Or alternatively a "tagging" feature where you could tag the campaigns as "co-marketing", "event 2020", etc and then use these tags as a way to report on everything within. Thoughts?
For extra bonus points I'd love to learn more about how you're currently using the Campaigns app and other places we could improve. If you have a little extra time I'd really appreciate if you could check out this survey and share your thoughts: https://www.research.net/r/campaignsfeedback052020. Thank you!