HubSpot Marketing

JorieMunroe
Inbound Professor
Inbound Professor

How do you keep your campaign assets organized?

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. 

534 Replies 534
ALucas5
Member

How do you keep your campaign assets organized?

Reviewing campaigns at the end of the year is a great for us to audit the campaigns we've run for clients.

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CourtneyMurdock
Participant

How do you keep your campaign assets organized?

Asana is a great tool to plan and keep track of campaigns but now that we have Hubspot, I am excited to use this tool!

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MTravers
Participant

How do you keep your campaign assets organized?

By being very specific for the types of campaigns and criteria associated with each campaign.

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BHorn5
Participant

How do you keep your campaign assets organized?

Start slow and see what works in your most realiable media first.  Then replicate in others.   Track everything in one place.   I've used Asana, Infusionsoft...and now Hubspot. 🙂 

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MMarxen
Contributor

How do you keep your campaign assets organized?

That's a good reminder. I've been involved with a project that was too ambitious as the very first campaign, and it was alarming to watch the wheels come off. People were forced out over it, and others were left behind to try to salvage the scraps. Brutal. 

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SMarquart
Participant

How do you keep your campaign assets organized?

When you create a campaign make it easy to find and name it accordingly. We use Asana to track the campaign tasks and keep the teams all up to speed.

0 Upvotes
UtopianK
Contributor

How do you keep your campaign assets organized?

We curently use Trello with the calendar function to manage tasks (asset creation for a campaign) and will typically have a kickoff meeting to go over strategy, dates, and goals of campaign. 

anne613
Participant

How do you keep your campaign assets organized?

Assigning a single campaign owner and great team communication is key. Any tool is legitimate to obtain that.

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SPollack
Member

How do you keep your campaign assets organized?

I'm seeing a lot of folks using Monday.com.  Are there other viable options that are user friendly and work well with Hubspot?

JSalamone
Contributor

How do you keep your campaign assets organized?

By naming them a certian way, complete date and campaign name, could do better.

0 Upvotes
RManer
Participant

How do you keep your campaign assets organized?

Our main tool is Monday.com with Salesforce campaigns layered in so we can track opp dollars generated and attribution.

MVukkalkar
Participant

How do you keep your campaign assets organized?

Task manager, marketing calander and Google sheets

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Nbehling
Member

How do you keep your campaign assets organized?

We use Clockify to track times among colleagues on campaign projects. Google Calendars also can help establish hard deadlines. Hopefully we can get into using HubSpot's marketing calendar eventually, too. 

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MriganayanaG
Participant

How do you keep your campaign assets organized?

Discuss with team members and schedule things using Google calenders. Make a note of each and every step they are planning to make. Use workflows too

EJanevski
Member

How do you keep your campaign assets organized?

Marketing calender, project sheets  

0 Upvotes
CWheywell
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

How do you keep your campaign assets organized?

We use Teamwork to create tasks and subtasks as well as using ht eHubSpot tools like Tasks, workflows to assign elements of the campaign actions to specific team members. This helps with schedualing the workflow, delegating the activities and accountability to ensure someone is responsible and the campaigns are being executed, measured and completed on time in full with KPI reflection to learn and improve or modify the campaign.

Tigerlantz
Member | Partner
Member | Partner

How do you keep your campaign assets organized?

We use monday.com and Google Sheets.

0 Upvotes
MMorris6
Contributor

How do you keep your campaign assets organized?

We currently use a project management software called Monday.com to keep all campaigns and projects in a strategic view as well as deadlines. I'm looking forward to branching into the Hubspot Marketing Calendar and also potentially switching to Wrike - what are your thoughts for those that have used Wrike?

0 Upvotes
arodriguez5
Member

How do you keep your campaign assets organized?

Task manager, marketing calendars for events, socials, and deadlines.

0 Upvotes
TAtça
Member

How do you keep your campaign assets organized?

Marketing calendar

0 Upvotes
ANapier
Member

How do you keep your campaign assets organized?

Marketing calendar !

0 Upvotes