How do you keep your campaign assets organized?

JorieMunroe
Inbound Professor

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. 

206 Replies 206
MPoynton
Participant

Plan down to the smallest detail. Write everything down - don't think you will remember a part. Consider objectives. Look at the campaign plan before launch and make sure you've considered your brand throughout.

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YAdmin
Member

Prior to switching to Hubspot, we would work together with Jira Atlassian Epics and child cards that helped us keep campaigns under one epic and track the calendar.

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sfarshgar
Member

monitoring the campaigns in Hubspot is helpful, since you can monitor the results as well.

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SAli4
Member

Work on Strategy, Create a Plan of Action, Assign Tasks and make calendar, communication is the key.

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BDillon
Member

When creating your first campaign I would start with clearly defined outcomes of the campaign and then work backwards determining what is the best content and channels to achieve the desired outcome.

 

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MGlenn
Member

The best way to do this would be via a calendar, gantt chart, or a spreadsheet. Notion is a great tool and that is what our team uses to stay on top of things. 

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CTewary
Participant
Good
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CGabriel2
Member

To keep campaign organized I think you have to have structure and assigned duties and responsiblities. Also like most companies, eveyrone has personal goals which are aligned with the team goals. Accountability will be held with key event and milestone tracker. 

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CGabriel2
Member

I think what I would give to marketers when creating their first campaign is to plan accordingly and set up key events along the way and have accountability. 

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KPavel
Contributor | Partner

Our clients find Gantt charts helpful. 

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CWilkinson
Member

By setting goals and having a marketing workflow planned. Keep track of your results as well. 

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EDusenbury
Member

My best advice is to keep in consistent communication with your team to ensure nothing is getting lost along the campaign.

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ishabehl
Member

a

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BRiback
Member

How can disparate data sources be configured to contribute to "influenced" contacts/revenue? And where is revenue data sourced from?

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SKrause
Member

I keep track by laying it all out on a timeline, usually within a project management software program and/or an excel/google sheets file. 

 

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KKamlager
Member

We meet weekly as a team, and we are ramping up right now. Personas are driving the content generation, as well as market content. We schedule via google calendar, and reviewing analytics and platform data for performance indicators. 

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JenMalins
Contributor

We create a workbook in Google sheets that includes campaigns.

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KenChis
Contributor

This is tough, because our campaigns stretch across more than just HubSpot, but within HubSpot, the campaigns are limited without a parent/child organizational structure. In HubSpot we tend to have two kinds of campaigns - short term and long term. The short term campaigns are for the specific efforts which span across the different marketing functions and touchpoints with clients. But we also use campaigns to look at different business areas of the website and content, and those are the long term campaigns.

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BWeinstein1
Member

I start with defining what I'm measuring, and that I'm measuring what actually matters to all the stakeholders involved. And then from there, I agree on a naming architecture, that makes it easy to quickly identify and filter campaigns. I also like to create a visual flow chart of how the marketing collateral will interact with each campaign, to look for opportunities to repurpose, or refresh existing content. 

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Maritkiona
Member

Align with company goals and strategic directions, translate them into marketing and team goals, keep track of your performance by using dashboards or other tools like Trello, have weekly meetings with the team about performances and adjust strategy if necessary

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ESingletary
Member

We used to have a saying in my office..."keep the main thing, the main thing." In other words, stay close to the goals. It is very easy to go down a rabbit hole and before you know it you are working on content or strategy that is no longer connected to the goal.

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