Skip to content
  • There are no suggestions because the search field is empty.

Configure Ad Campaigns and Reporting

Description

Effectively managing and analyzing your advertising efforts is crucial for maximizing return on investment (ROI). This milestone involves setting up ad campaigns within HubSpot, integrating them with your CRM, and establishing comprehensive reporting to monitor performance across platforms like Google, Facebook, and LinkedIn. By consolidating ad management and analytics in HubSpot, you gain real-time insights into campaign effectiveness, enabling data-driven decisions to optimize ad spend and strategy.

Process Summary

  1. Ad Account Integration: Connect your Google, Facebook, and LinkedIn ad accounts to HubSpot to enable centralized management and tracking.
  2. Campaign Creation: Develop targeted ad campaigns within HubSpot, utilizing CRM data to define audiences and personalize ad content.
  3. Tracking Configuration: Set up tracking parameters and UTM codes to monitor ad performance and attribute leads accurately.
  4. Custom Report Building: Utilize HubSpot's custom report builder to create detailed reports on ad performance metrics, such as impressions, clicks, conversions, and ROI.
  5. Dashboard Setup: Establish dashboards to visualize ad performance data, facilitating easy monitoring and analysis.
  6. Team Training: Provide training to your team on managing ad campaigns and interpreting reports within HubSpot.

Requirements

  • Access to Ad Accounts: Credentials and permissions to connect your Google, Facebook, and LinkedIn ad accounts to HubSpot.
  • Audience and Budget Information: Details on target audiences, campaign objectives, and budget allocations for each platform.
  • Collaboration on Reporting Needs: Input on key performance indicators (KPIs) and metrics essential for your business objectives.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Centralized Ad Management: Streamlined creation and management of ad campaigns across multiple platforms from within HubSpot.
  • Enhanced Reporting Capabilities: Comprehensive, customizable reports providing insights into ad performance and ROI.
  • Data-Driven Optimization: Ability to make informed decisions to refine ad strategies and improve campaign effectiveness.