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. 

[ddsuwayiro]

to understand the goals early

[SRada]

Hi,

    Keeping track of the metrics, setting a to-do list, and having weekly meetings are a big help.

[Tonycao]

Amazing stuff, Marketing must be organized and strategized to achieve a goal.

[Mohammad-Naias]

Hi My idea is: Need to select a good marketing channel. Then need to select the assest and  create company goal. And Have a decision on the budget for the campaign.

[IMHCRM]

Shared docs such as Google Sheets to keep them transparent throughout the organization.

[AGalatolo]

Using hubspot marketing tools

[NLauwers]

Our approach is to keep track of the following in a tool such as ClickUp:

• Set goals

  • # Leads

  • # MQL’s

  • # SQL’s

  • # Opportunities

  • # New Customer

• Set up campaign
• Review after a pre set timeframe

Good luck!

[RSands]

Daily meetings

[CHall3]

Have weekly meetings with your team and set goals/deadlines when planning out your campaign

[EMasiero]

not professional yet

[SMoan]

We use our project management system (in our case we use Asana, but I'm sure the tasks within HubSpot could work well with less complex projects) to keep track of all tasks, meeting notes and assets needed to be created. Setting due dates and assigning all jobs clearly is crucial for having it all ready for launch. Once all assets are complete I create a Campaign in HubSpot and connect them all there for easy tracking and campaign reporting.

[SHussain1]

Through google sheets

[NS-Zoe]

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.

[HubSpotMember]

We have a small marketing team working with strategies on Hubspot 

[stinaguzman]

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

[JamesC100]

Using planning software like Monday to assist.

[Lorrie]

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.

[NGantzhorn]

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

[ERampling]

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. 

[TGarcia]

Weekly meetings

[ABaum4]

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