HubSpot Update: Associate Campaigns to Forms in the new Forms tool - podcast episode cover

HubSpot Update: Associate Campaigns to Forms in the new Forms tool

Oct 09, 20245 minEp. 26
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Episode description

Briefing Doc: Associating Forms with Campaigns in [Product Name]

Date: October 9, 2024

Source: [Product Name] Product Update

Subject: New Feature - Associating Campaigns to Forms in the new Forms tool

Key Highlights:

  • Feature Launch: [Product Name] is launching a new feature that allows users to associate forms with specific marketing campaigns. This functionality is available within the new Forms tool.
  • Functionality: Users can link a form to a campaign in two ways:
  • Selecting a form from the File dropdown.
  • Selecting a Campaign from the Settings menu.
  • Benefits: This feature offers several key advantages:
  • Enhanced Data Visibility: Provides a comprehensive view of how marketing campaigns are driving form submissions.
  • Improved Decision Making: Allows for data-driven decisions regarding campaign optimization and resource allocation.
  • Optimized Performance: Enables users to track campaign effectiveness and make necessary adjustments to improve results.
  • Impact Statement: "[Associating forms with campaigns] allows for detailed performance tracking, making it easier to understand the effectiveness of each campaign and optimize for better results.”
  • Availability: This feature is available to users with the following plans:
  • Marketing Pro
  • Marketing Enterprise
  • Marketing+ Pro
  • Marketing+ Enterprise

Action Items:

  • Marketing teams should familiarize themselves with the new feature and begin associating forms with relevant campaigns.
  • Training materials should be developed and disseminated to ensure widespread adoption and utilization of the feature.
  • Track the impact of this feature on campaign performance and data analysis capabilities.

Next Steps:

  • Monitor user feedback and identify any potential improvements or enhancements to the feature.
  • Explore potential integrations with other marketing tools to further streamline data analysis and campaign management.

Transcript

Ben BinaryBen Binary

Ever get that feeling. Yeah. Like, you're putting together this awesome marketing campaign. Right? You've got all the pieces. Yeah. Social media's humming. Emails are going out. Landing pages are perfectly crafted.

Luna LogicLuna Logic

Mhmm.

Ben BinaryBen Binary

But then, how do you know it's actually working?

Luna LogicLuna Logic

It's like throwing spaghetti at the wall, hoping something sticks. It's a classic marketing problem.

Ben BinaryBen Binary

Right. You see the leads coming in, but where are they coming from? Which part of the campaign is really resonating?

Luna LogicLuna Logic

And without that knowledge, how can you optimize? How can you know where to double down or what to tweak?

Ben BinaryBen Binary

Exactly. You're left kinda just dot guessing. But and get this. There's a new tool out there that's basically like a detective for your campaigns. Right. We're talking about directly linking those precious form submissions right back to the campaign that brought them in.

Luna LogicLuna Logic

Okay. I'm intrigued. Tell me more.

Ben BinaryBen Binary

So this is a HubSpot update just announced on October 9, 2024. They're making it possible to link forms directly to specific campaigns. And get this, it's available across the board, Marketing Pro, Marketing Enterprise, Marketing Plus Pro, and Marketing Plus Enterprise.

Luna LogicLuna Logic

Wow. So they're really making a statement with this. Sounds like they know this is something everyone needs, which makes sense. I mean, we've all been struggling with this for ages.

Ben BinaryBen Binary

It's huge e. Yeah. And you know what? It's not just about seeing a form submission and going, oh, cool. Someone's interested. Mhmm. This is about really understanding the customer journey.

Luna LogicLuna Logic

Exactly. It's like finally being able to see the bread crumbs. You know? Someone comes in through a specific campaign.

Ben BinaryBen Binary

Mhmm.

Luna LogicLuna Logic

They click. They engage. And then, bam, they hit that form. Yeah. You can track that entire journey now.

Ben BinaryBen Binary

Okay. So walk me through it. Paint me a picture. Yeah. How does this actually look in action?

Luna LogicLuna Logic

Alright. Imagine this. You've got your campaign set up, beautiful landing page, the works. Before, you'd see a form submission come through, but you'd be like, well, I think they came from that Facebook ad.

Ben BinaryBen Binary

Yeah. Or that blog post.

Luna LogicLuna Logic

Right. Or the blog post. Exactly. But but no more guessing. You link that form directly to that campaign. They come through. They fill it out. You know exactly where that lead came from. No question.

Ben BinaryBen Binary

Okay. That's powerful. So no more second guessing. No more, maybe it was this. Maybe it was that. You have the data right there.

Luna LogicLuna Logic

Yep. And it gets even better. Think about AB testing. You're trying out different landing pages within a campaign. Right?

Ben BinaryBen Binary

Right.

Luna LogicLuna Logic

Well, now you can see which version of that page and therefore which form is actually driving the most conversions.

Ben BinaryBen Binary

Oh, that's game changing. Talk about data driven decisions.

Luna LogicLuna Logic

Exactly. You can actually see what's working best and make informed decisions about your strategy. No more flying blind.

Ben BinaryBen Binary

Okay. I'm convinced. But let's talk about the elephant in the room. ROI, we're always trying to prove our worth, show that our marketing magic is actually working.

Luna LogicLuna Logic

Oh, I like that. Marketing magic. But, yeah, I know what you mean. It's always a challenge. But that's the other huge win here. Right? Being able to directly tie those leagues and, ultimately, those conversions back to the campaign itself.

Ben BinaryBen Binary

Right.

Luna LogicLuna Logic

That's how you prove the value of what you're doing. You can say, this campaign with this landing page generated x number of leads, and here's how much revenue that translates to.

Ben BinaryBen Binary

Boom. Mic drop. That's how you get stakeholders to open their wallets. But, hold on. I need to make sure I understand this. How hard is it to actually use this new feature? Because you know me. I'm not exactly a tech wiz over here.

Luna LogicLuna Logic

Oh, don't worry about that. HubSpot has actually made this super user friendly.

Ben BinaryBen Binary

Oh, thank goodness.

Luna LogicLuna Logic

Yeah. You can link those forms to campaigns right from the campaign view, like, there's a drop down menu. It's super simple. Or you can do it through the campaign settings.

Ben BinaryBen Binary

Okay. That's actually

Luna LogicLuna Logic

really easy. I was just picking something way more complicated. Nope. They really streamlined it. It's all about making life easier for us marketers.

Ben BinaryBen Binary

So no more excuses. You can track your campaign results, see what's working, what's not, and actually prove your ROI. It's all right there.

Luna LogicLuna Logic

And it's only gonna get more important. Right? As the digital marketing landscape gets even more competitive, having this granular level of data is gonna be essential.

Ben BinaryBen Binary

Totally. This isn't just a nice to have anymore. It's a must have.

Luna LogicLuna Logic

Exactly. And it just goes to show, HubSpot's really on top of things. They're constantly innovating, constantly giving marketers the tools they need to not just survive, but to thrive in this crazy world of digital marketing.

Ben BinaryBen Binary

Absolutely. So for everyone listening, take a minute. Think about your own campaigns. What forms are you using? Are you taking advantage of this new HubSpot feature?

Luna LogicLuna Logic

Good question.

Ben BinaryBen Binary

Because, like we've been saying, this kind of data, it's power. The more you know about how people are interacting with your campaigns, the better equipped you are to refine your strategies and get those amazing results.

Luna LogicLuna Logic

And isn't that what it's all about, understanding your audience, understanding their journey, and connecting with them in a way that feels genuine and valuable?

Ben BinaryBen Binary

100%. Alright, everyone. That's it for today's deep dive. Go forth and optimize those campaigns. We'll see you next time.

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