HubSpot Ideas

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Parent-Child hierarchy feature for campaigns

We'd like to be able to track and report on a group of related campaigns in a parent-child hierarchial way. For example, this can be done in Salesforce. See here: https://campaigncal.com/blog-whats-new/2016/6/1/parent-child-hierarchies-in-salesforce-campaigns 

Atualizações da HubSpot
Status atualizado para: Being Reviewed
August 24, 2023 02:49 AM

Hi all, 

 

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. 

 

Best regards,

Jenny Mueller 

 

 

Status atualizado para: Being Reviewed
March 09, 2023 03:52 AM

Hi everyone, 

 

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's User Research Participation Agreement

 

I am looking forward to your reply! 

 

Any other questions/ comments/ feedback, feel free to reach out anytime.

 

Best,

Jenny Mueller 

 

Status atualizado para: Being Reviewed
May 25, 2020 07:25 AM

Hi all! Similar to my update just now on https://community.hubspot.com/t5/HubSpot-Ideas/Allow-external-pages-to-be-associated-with-a-Campaign/idi-p/34693 the good news here is that we're focused on a substantial upgrade to the campaigns infrastructure to make it possible for us to expand the functionality of the app well beyond what we have today. This work will get us to a point where it will be possible for us to add on a lot more capability including introducing a parent / child structure to the data. 

 

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!

78 Comentários
KirstenAD
Participante

This is a great idea!

Hello_u
Participante

This should be out of the box functionality since HS has been promoting how smoothly they "integrate" with SF. 

sravi
Participante

Yes, we absolutely need this feature! Check out my last post asking about this feature. As I continue to set up campaigns, I am realizing that some campaigns are recurrent in nature and having to create a new campaign every month with almost the same content is just making my Campaigns page look cluttered, and I would like to an hierarchial system of set up. 

 

Yes Please - we need this feature. 

 

Being able to see the relationship of those campaigns agaisnt each other, being able to see those metrics, and being able to see a consolidated larger picture of this Campaign vs the other independent campaigns are all the insights that I would like to see and be able to determine what's working and what's not. 

gorand
Membro

Please implement this feature.

It would really help us in better performance tracking and asset structuring.

finmcds
Membro

Hi, Yes we need this feature also. 

mark-franken
Participante

Yes, I couldn't agree more. I'm having a difficult time deciding how I want to use Campaigns in HubSpot. I can create them at a Macro level and have a campaign that includes a set of initiatives, like PPC, Paid Social, display ads, etc centered around a theme or particular offer. Or I can do it at a micro level with a campaign for each of those initiatives. Ideally, there would be hierarchies of campaigns. I would want to do reporting at any level of a hierarchy too.

How are people using campaigns today - Macro level or micro?

DelaneyF
Membro

Yes I agree.

 

I would love to be able to create a central campaign and then secondary campaigns that get more detailed but are associated with the central campaign. We used to be able to do this when we used ClickDimensions, but are unable to in Hubspot which I find very limiting. 

 

ckennedy
Participante

I apparently can't give kudos for this, but yes please! This is something that would be very helpful to my team as we start organizing our content into campaigns and analyzing data on more than just a per-campaign level. 

eden09
Participante

This is a GREAT idea! We have many "subtopics" for our primary solutions and being able to like the camapigns as parent-child would help give us a better less segregated view of how our different campigns perform. 

kcaballero
Participante

Our company is moving towards closer integrations with Salesforce and am surprised this is not already possible. We would benefit a lot from having this capability and would let us stay much more organized moving forward. Please make this a reality, HubSpot!!

ChristianRieck
Colaborador(a) | Parceiro Ouro

That would be very helpful to organize campaigns better!

lastoia4761
Colaborador(a)

This feature would make us a very happy customer.

wsmg
Participante | Parceiro

Essential feature for keeping HubSpot customers who integrate w SFDC happy. The lure of Pardot is constant!

Marine
Participante

Any news about this idea? I send quartely newsletter and would like to have a Master "2018 Newsletters" campaign with each Child Newsletter campaign associated.

matthewscheer
Participante

Our company desperately needs this feature and since we use Salesforce extensively, we are considering moving off of Hubspot just because the attribution features of campaigns are so sparce. I love Hubspot and hope you all prioritize this feture! 

spotthehub
Participante

Hi All,

 

I've been tasked with cleaning up our campaigns in hubspot and it seemed odd that there was not an option to arange campaigns in a parent->child relationship, or with tags.

 

Being able to do the following would add alot of value to the tool:

 

  1. Events
    1. Vegas 2019
    2. Chicago 2019
    3. etc
  2. Paid Ads
    1. Adwords
    2. Social
    3. etc
  3. Direct Marketing
    1. Mailers
    2. Catalogs
    3. etc

 

This would allow you to view a pillar of marketing at a glance and drill into each for more information. 

 

 

noamkahn
HubSpot Employee

This is a great idea --- also I would like general status updates such as below:

-to do

-in progress

-active

-closed

 

It would make it easier to track and categorize campaigns!

abourdon
Colaborador(a)

Please add this functionality. SFDC and MS Dynamics both support this. It makes tracking performance a LOT easier.

Brenda
Participante

Both of these suggestions are excellent and would really help keep things organized. I've worked with other platforms that had these functions and it made my job much easier.