Create and organize a campaign
Set up the campaign before the email so every asset is grouped for reporting.
Purpose and outcome
Why it matters. Campaigns let you see all the effort behind a launch or event, and what it produced, in one place.
Expected outcome. A named campaign with objective, audience, dates and owner, ready for assets to be associated.
When to use it
- A new community launch, event, promotion or regional push.
Prerequisites and access
- Permission to create campaigns.
Suggested roles (not yet approved): Marketing Coordinator, Marketing Reviewer
Instructions
- 1
Write down the objective, audience, community or region, and dates.
Recommended practice - 2
Go to Campaigns and choose Create campaign.
From training· ~12:30 - 3
Start from scratch and enter the name using the convention.
From training· ~13:00 - 4
Set the start date and, if known, the end date and owner.
Recommended practice - 5
Create the campaign.
From training· ~14:30 - 6
Create the email (SOP 10) and associate it with this campaign.
From training· ~15:00
Naming (recommended, pending team approval)
GTA | Five Oaks | Grand Opening | 2026-10
GTA | Five Oaks | Grand Opening | Invitation | 2026-10-15
Lakeview | Prospects | Active
FiveOaks_GrandOpening_Hero_2026-10_v01.jpg
Structure
Training suggested running region, community and event campaigns together (e.g. Toronto, Five Oaks, Five Oaks Grand Opening). HubSpot does not necessarily provide a parent-child hierarchy, and not every asset type can be associated with multiple campaigns. Naming keeps regional and community activity organized without implying a technical hierarchy.
Associate early
Associating an asset after sending may not recreate all historical attribution. Associate before sending.
Caivan example
“GTA | Five Oaks | Grand Opening | 2026-10” is created on the planning date. The invitation email, social posts and registration page are all associated as they’re built.
Completion checklist
Common mistakes and troubleshooting
I can’t find my campaign in the email’s campaign dropdown.
Check spelling and that it was saved. Search by community name.
I can’t find my campaign in the email’s campaign dropdown. Check spelling and that it was saved. Search by community name.
Sources and items needing confirmation
- From training· ~8:00–20:10Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
- Recommended practiceHubSpot Knowledge Base: Create campaigns
- Recommended practiceHubSpot Knowledge Base: Associate assets and content with a campaign
- Naming convention approval.
- Campaign structure.
- Multi-campaign association support.
Account configuration described in training reflects September 28, 2026 and may have changed.