1. Navigate to Campaigns
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Go to your HubSpot account.
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From the menu, select Marketing > Campaigns.
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Click Create Campaign (top right).
2. Enter Campaign Details
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Name: Use a clear, consistent naming convention. Example: xen-no-hiding-with-hubspot
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Campaign colour (optional): Helps with internal visual organisation.
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Business Unit: Select the correct unit if you're using multiple brands.
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Description: Add context about the campaign.
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Goal: (Optional) Set a specific goal for tracking purposes.
Note: Depending on your HubSpot portal (e.g. Professional vs Enterprise, Business Units enabled or not), some fields may appear differently.
- Fill up what you can and then click Create once complete.
3. Add Assets to the Campaign
Once the campaign is created, attach relevant assets to it:
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Landing Page
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Thank You Page
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Forms
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Emails (Confirmation, Reminders, Follow-ups)
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Workflows
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Static or Active Lists
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CTAs
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Social posts or ads (if applicable)
This allows HubSpot to track performance and attribution across all associated assets.
4. Add UTM Links
To track external traffic (ads, email banners, social), create UTM links and tie them to your campaign.
🡒 See guide: Create UTM Parameters to Track Campaigns