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. 

[MLemke]

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.

[SashaSalamandra]

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. 

[KHernandez]

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.

[asqui]

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.

[MPoynton]

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.

[YAdmin]

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.

[sfarshgar]

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

[SAli4]

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

[BDillon]

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.

[MGlenn]

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. 

[CTewary]

Good

[CGabriel2]

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. 

[CGabriel2]

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. 

[KPavel]

Our clients find Gantt charts helpful. 

[CWilkinson]

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

[EDusenbury]

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

[ishabehl]

a

[BRiback]

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

[SKrause]

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. 

[KKamlager]

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. 

[JenMalins]

We create a workbook in Google sheets that includes campaigns.