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Create a campaign

A step-by-step guide to the 4-step campaign creation wizard.

Click New Campaign in the top-right of the Campaigns view. A 4-step panel opens on the right side of the screen.

1

Campaign details

  • Name (required): a clear label such as "Black Friday 2025" or "Summer Sale".
  • Start date and End date (required): the campaign's flight period.
  • Color: choose from the workspace palette or pick a custom color.
  • Promotion type (optional): % Discount, Fixed Discount, Bundle, 3-for-2, Free Shipping, Flash Sale, BOGO, Other.
  • Budget (optional): enter a numeric figure.
  • Description (optional): notes, objectives, or links.
  • Retail Media toggle: mark the campaign as a paid brand activation (requires Retail Media add-on).
2

Touchpoints and markets

Select one or more workspace touchpoints to include. Each touchpoint inherits the campaign's start and end dates by default. You can override the dates for individual touchpoints (useful when different placements have different flight windows). Select which markets this campaign belongs to (at least one required).

3

Task templates (new campaigns only)

HubSlot pre-fills suggested Kanban task templates based on the touchpoints you selected. Toggle tasks on or off and edit their titles before saving. All selected tasks are added to the Kanban board automatically.

4

UTM links

After saving, HubSlot generates UTM tracking parameters for every touchpoint/market combination. Copy individual parameters or all at once. Optionally enter a destination URL per market to build a complete tracked link.