April 29, 2024

What's the process to set up and analyze multi-channel marketing campaigns in HubSpot?

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Step 1: Access HubSpot Dashboard

  • Log into your HubSpot account.
  • Navigate to the main dashboard to get an overview of your current marketing efforts.

Step 2: Navigate to Campaigns

  • From the dashboard, locate and click on the "Marketing" tab in the main navigation.
  • Select "Campaigns" from the drop-down menu.

Step 3: Create a New Campaign

  • Click on the "Create Campaign" button, typically located in the top right corner.
  • Provide a unique name for your multi-channel marketing campaign to easily distinguish it from others.

Step 4: Define Campaign Goals

  • Set clear objectives for what you want to achieve, such as "Increase website traffic" or "Boost product sales".
  • Enter your target metrics, for instance, number of leads, customers, or specific conversion rates.

Step 5: Add Marketing Assets

  • Click "Add Assets" within your campaign setup.
  • Choose all assets related to this campaign, including emails, landing pages, social posts, blog posts, CTAs, and forms.

Step 6: Configure Multi-channel Touchpoints

  • For each channel (e.g., Email, Social Media, PPC), configure the relevant settings.
  • For emails: Choose the type (promotional, informational), schedule send times, and select target segments.
  • For social media: Schedule posts, select platforms (e.g., Facebook, Twitter, LinkedIn), and set up any advertisements.
  • For PPC: Link any Google Ads or Facebook Ad campaigns to track.

Step 7: Monitor Performance in Real-time

  • Once your campaign is live, go back to the "Campaigns" section.
  • Click on your campaign name to view real-time data on its performance.
  • Monitor metrics like click-through rates, conversions, interactions, and more across all channels.

Step 8: Analyze Individual Channel Performance

  • Within the campaign overview, you can dive deeper into each channel.
  • Click on a specific channel to get detailed insights and analytics.
  • This will help in understanding which channels are performing best and which may need optimization.

Step 9: Make Necessary Adjustments

  • Based on real-time data and channel-specific insights, make any necessary changes to optimize performance.
  • This might include altering ad spend, changing email send times, or tweaking social media posts.

Step 10: Report and Evaluate

  • After your campaign duration ends, gather all data and generate a comprehensive report.
  • Evaluate your performance against the goals set in Step 4.
  • Use the insights gained to inform and improve future multi-channel campaigns.