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Running a Campaign in HubSpot

Say goodbye to cobbled marketing stacks. Learn how HubSpot's all-on-one platform helps you seamlessly build, execute, and report on crafted campaigns that lead to delightful customer experiences.

Creating delightful customer experiences is core to the inbound methodology.
Too often however, these experiences suffer due to lack of alignment. Marketing teams are using several siloed tools, working off multiple different data sources and jumping between several different tabs to execute campaigns. This makes it impossible to align on campaign creative, customer engagement and ultimately, campaign results. 
HubSpot is the only marketing automation platform built on top of a CRM. So not only are all your campaign tools in one place, but all your customer data is too.
Running aligned campaigns from one central place means better customer experiences, better campaign results and better business growth.

Setting Up Your Campaign

Every campaign starts with organization. HubSpot has native campaigns functionality to help you build and manage your campaigns, all from one place.


Build Your Audience

Identify the audience you want to target for your campaign and leverage the power of the HubSpot CRM by using multiple fields to slice-and-dice your contact lists to show exactly the audience you want to contact.

Set Goals

Record individual goals, set start and end dates, and assign an owner for each campaign your team creates. Organize your campaigns with custom naming conventions.

Set Up Tracking

Creating tracking URLs help you to measure the effectiveness of your marketing campaigns by providing information to HubSpot when visitors access your site through the URL.

Lead Generation

HubSpot has everything you need to attract and convert your audience into leads and collect valuable intelligence with powerful acquisition tools.


CRM-powered Ads

Build ads directly from HubSpot to generate leads on Facebook, LinkedIn and Google. Combine ads and landing pages to personalize content based on ads clicked. Use lookalike and website retargeting audiences to ensure your ads reach the right people.

Personalized Landing Pages

Display personalized content, CTAs, and forms for each and every visitor to improve the performance of your landing pages. Dynamically show different content based on a visitor’s location, source, device, buying stage, or any other contact detail stored in your CRM.

Powerful Forms

Create custom forms in seconds with an easy drag and drop editor – no technical expertise necessary. Add custom fields, or select from a dozen different field types such as open text fields, drop-downs menus, radio select buttons, check boxes, and more.

Progressive Profiling

Show your contacts new questions each time they fill out a form with dynamic fields. Learn more about them over time without overwhelming them. Use smart forms to dynamically show different questions based on a visitor’s country, device, referral source, persona, and more.

Campaign Orchestration

Make it easier for your team to do their best work with built-in collaboration tools like tasks, comments, and calendar, so you can plan your campaigns with context. Ensure your team stays aligned and can collaborate easily on campaign to-do’s.


Build Your Campaign

Choose from the assets you’ve already built in HubSpot to include in your campaign including blog posts, social, ads, CTAs, emails, web pages and workflows. Organize your campaigns with custom naming conventions for your team.

Assign Tasks

Create tasks and assign them to the team members right from within HubSpot. Set due dates, add notes, but most importantly, connect tasks back to the campaign they’re related to.

Track Timelines With Calendar

Get full visibility of all marketing assets & tasks, which dates they’re scheduled for and dive in to take action on them directly from the calendar.

Collaborate With Context

@mention teammates, format comments, and view conversations in an integrated comment panel right inside HubSpot across forms, campaigns, emails, ads, social and workflows.

Lead Nurturing

Get the full picture for every lead in a single, integrated database. When a contact submits information as a part of your campaign, a contact profile is instantly created or updated in HubSpot. You can then create segmented lists, trigger workflows, score leads, and more from one place to simplify internal tasks, create consistent user experiences, and provide your sales team with as much data as possible.



Build beautiful, personalized emails with an easy-to-use drag and drop editor. Then create an active or static lead list in just a few clicks based on your campaign criteria. Automate your email campaigns to move prospects down the funnel and generate qualified leads.

Targeted Segmentation

Import existing contact details, build forms to convert visitors into leads and create unlimited custom fields to collect critical lead details. Then segment contact lists based on any data you’ve collected – properties, website visits, email interactions, and more.

Customize Experiences

Bring deep personalization to your campaigns with custom behavioral events by targeting customers based on how they're interacting with your brand. You can also segment by and report on any custom touchpoint in your app or website.

Score and Prioritize Leads

Make it easy for sales to identify the most qualified leads by assigning lead scores automatically. Create your own custom lead scoring criteria based on any characteristic or behavior, or let HubSpot create a predictive lead scoring system customized with your historical data in mind.

Marketing Automation

HubSpot’s workflows give you the power to build personalized, omnichannel campaigns that leverage automation to engage your customers with the right message at the right time.


Powerful Workflows

Go beyond sending emails by automating other aspects of your campaign. Use workflows to set up webhooks, score leads, rotate leads to sales, and easily manage your data in bulk by updating properties, notifying sales, and more. 

Automated Triggers

Use form fills to trigger automated workflows that save you time and scale your follow-up with leads. Enroll a contact in a relevant lead nurturing campaign, send an alert to your sales team, or trigger other useful actions automatically when a contact completes a form.

Dynamic Email Content

Build a single email template that leverages custom, conditional logic to deliver a unique version to every contact on your list. Then choose from dozens of triggers, conditions, and actions to send the right emails to the right leads at the right time. 

Advanced Segmentation

The visual editor makes it easy to view workflows in real time, from simple follow-up campaigns to complex, multi-stage journeys. Use advanced segmentation logic to determine exactly who gets enrolled in your workflows and when. Then personalize your emails for each recipient using specific details from your contacts database or CRM.

Multi-channel Promotion

It's time to get some eyes on your work. Write, publish, and associate social posts, emails, blog posts, and CTAs to your campaign all from within HubSpot.


Journey-based Ads

Get your content in front of customers at the right stage of their buying journey with Google ads optimization events. Target customers based on lifecycle data from your CRM, and use CRM and web analytics data to inform your ad campaigns and increase conversion.

Blog Posts

Easily publish blog content optimized to drive traffic and convert readers into customers with a full suite of integrated blogging tools. Manage your campaign promotion timeline by scheduling posts in advance and automatically share new content on your social networks.

Social Media

Publish content to social networks from the same place you build campaigns, set up keyword monitoring so you never miss a mention and link all your interactions back to your CRM so you have contextual conversations and can report on social media ROI.


Enhance the impact of your content through the power of video. Host and manage files right inside HubSpot, and easily embed them in social media, web pages, and blog posts.

Report and Optimize

From the moment you create a campaign in HubSpot, you open the door to a wealth of data. From the forms you build, to the landing pages you run, emails you send, and everything in between — HubSpot reporting can help you unpack your campaign performance and figure out which levers to pull to drive results.


A/B Test

Identify your best converting landing pages and emails and see how many visits, opens, contacts, and customers each one is generating. Get customized keyword suggestions to optimize your page for search. Then A/B test every element, including headlines, images, calls-to-action, and more, to see which version drives the most conversions.

All-on One Reporting

Enjoy the flexibility to store, customize and report on any kind of data in HubSpot. Slice and dice custom object data into reports, and build dashboards to share insights with your team. Easily sync data from Salesforce to ensure you’re building an aligned picture of performance.

Build Custom Reports

Create custom reports to answer even your most complex campaign questions. Build reports to deep dive into individual campaign assets to view performance. Seamlessly connecting your CRM contact, company, and deal data with your marketing campaign data to understand performance across every channel and audience segment.

Multi-touch Revenue Attribution

Use multi-touch attribution to give your campaigns the credit they deserve and understand how each individual marketing activity is creating revenue for your business. All without the help of a developer.