How do you keep your campaign assets organized?

[JorieMunroe]

Marketing campaigns are organized, strategized efforts to promote a specific company goal, such as raising awareness of a new product or capturing customer feedback. They typically aim to reach consumers in a variety of ways and involve a combination of media, including but not limited to email, print advertising, television or radio advertising, pay-per-click, and social media.

But with so many moving pieces, it can be difficult to stay organized and ensure every piece of content feels cohesive with the rest. What is your advice to marketers creating their first campaign? What are your tips to stay organized and ensure you’re on track to hitting your campaign goals?

*To learn more about this, check out the Creating a Campaign in HubSpot lesson via HubSpot Academy. 

[JuliaLindemon]

Make a checklist to follow each time setting up a new campaign

[sanoobar]

Hi,

   I think having your goals and assets in place to launch is a good place to begin.

[MLamothe]

To be very organized, set up your goals and keep track of each of the tasks, which ones are done, which ones are missing. Reporting on the results and if any result is not as desired, add/change tasks. 

[HAdesayo]

To create a clear marketing objective

[LBourland]

Create campaign templates and outline all assets/resources needed. 

[bsorden]

I have recently created a Google Form that I will fill out each time a new Campaign is requested from the executive team. This form will help me organize the information I need for the Campaign. I have also created a Google Form as a checklist before I send and email or activate a Workflow. This helps me make sure I have all the correct information before sending.

[MLitwa]

I think having a clear division of labor is crucial to insuring a campaign's success. If your team doesn't have a clear sense of everyone's role and who's responsible for what, it's very easy for things to slip through the cracks and projects to get delayed.

[Ash11]

Marketing meetings 4x/week

[JOBrien3]

Continual auditing and working on it with a peer.  Auditing frequently will keep you on track to your goals and tell you when changes are needed.  Refering back to a coworker will help point out if your content is becoming disorganized or leaving the core topic behind.

[StephC]

Have a marketing workflow in Asana. From there create calendars, goals, and projects. Keeps the team orgnaized.

[GOrtiz]

We currently are using google sheets,  but want to move many of our assets into hubspot.

[STasci]

Set up weekly meetings and ensure your SMART objectives are discussed each time

[MWilson2]

Setting your strategy, goals, target geographics and demographics upfront before jumping to tactics.  We then organize our campaign tactics and calendar within Planner to assign tasks and add updates. 

[MBouwmeester]

The campaigns should be organized by a specific name, which is used throughout all the platforms. Via this way, everyone within the company understand which campaign is connected to, for example, which landing pages. Furthermore, the results of the campaigns should be analyzed weekly to see if you are still on track of reaching the goals.

[ARastenyte]

To set the goal at very early stage to understanding the marketing metrics

[ARahbek]

Set specific goals and monitor your progress

[apurva]

By centralizing and standardizing filing locations and formatting.

[Kestrel]

We're still new to HubSpot and haven't started implementing campaigns. I feel like smaller monthly campaign goals along with one bigger quarterly goal could work well.

[MHeimlich]

Weekly meetings

[GarethPittHart]

I'm using google sheets to keep track of my campaigns currently.

[RHirani80]

I use the Hubspot Marketing tools to give me a streamlined understanding of my campaigns.