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. 

[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

[HAnand7]

Member

[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.