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. 

262 Replies 262
NS-Zoe
Member

Plan out your strategy, goals and assets first on paper or whiteboard. Visual representation of your campaign journey with a list of assets needed at each touch point is very helpful.

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HubSpotMember
Participant

We have a small marketing team working with strategies on Hubspot 

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stinaguzman
Member

Setting a goal at the start and adjusting that goal if needed.

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JamesC100
Member

Using planning software like Monday to assist.

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Lorrie
Member | Platinum Partner

We create integrated marketing campaigns with goals and present them to the clients via google slides. Designing the assets are scheduled and tracked in our project management system. A campaign is set up in HubSpot, and all associated assets are aligned to the campaign.

 

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NGantzhorn
Member

Organizing with weekly meetings and updates to stay organized to hit goals.

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ERampling
Member

A marketing project management tool is key for visibility across the team so everyone can see who is doing what and by when. The planning stage should set all expections for delivery and goals, so focus time on getting the right stakeholders involved early. 

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TGarcia
Member

Weekly meetings

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ABaum4
Member

Create a nomenclature for assets so that when viewed within the individual tabs, you can easilyt find them. For example: 2021-07-31 WBN High Performance X - Reminder email - 2 weeks

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HAnand7
Member
Member
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MLemke
Member

Since our products are very niche-oriented, the best way for our company to do this is to have regular and frequent discussions with sales personnel, focusing on the features and benefits of the products which THEY tell us the customers are most interested in.  Keeping tabs on those key drivers helps us to create multi-stage campaigns for each product.

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SashaSalamandra
Member

It is of the upmost importance to build a strategic plan prior to starting the marketing campaign. While highly customized to the specific consumer segment, strategy should be aligned across different channels. Once the strategy is set, identifying specific goals for every channel and coming up with KPI's to reflect on the success of marketing efforts is the next step. Once there, KPI's and other HubSpot's reporting and analysis tools will guide the marketing team on the future action. 

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KHernandez
Member

I would recommend by starting with your mission and your vision and recruiting the team you want to work with for the campaign. Once a team is put together I would start giving assignments. A way to stay organized and making sure everyone is on the same pages is having frequent meetings.

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asqui
Member

Our team uses tools that break out tasks, like Monday.com collab software. That way we have an eye for timelines, updates, and potential roadblocks.

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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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