Associate Contacts, Deals, and Tickets with Campaigns

 

What is it?

You can now associate contacts, deals, or tickets with campaigns directly from multiple locations in HubSpot: the campaigns tool, object record pages, object index pages, and workflows. Contact and deal associations contribute to attributed revenue.

 

Why does it matter?

Marketing impact isn't limited to digital touchpoints. You need to measure ROI from offline activities like trade shows, field events, and in-person meetings. By manually associating contacts and deals with campaigns, you can accurately track revenue attribution across all marketing efforts, not just web-based interactions.

 

How does it work?

Before you begin

Understanding association behavior:

• Once a contact is associated with a campaign, they remain "influenced" by that campaign. Removing the association doesn't change the influenced status.
• Deals associated with contacts who were manually added to a campaign are only attributed if they close after the contact was added to the campaign (consistent with standard attribution rules).
• Deals directly associated with a campaign are always attributed, even if already closed. This exception gives you more control over deal attribution.

Bulk associate a contact to a campaign

1. Navigate to the contact, deal, or ticket index page.
2. Select two or more records using the checkboxes.
3. Click More in the bulk action toolbar.
4. Select Add to campaign.
5. Choose a campaign from the dropdown menu.
6. Click Associate.

Note: When bulk associating contacts, you cannot specify the association label (influence type).

Manually associate from a record page

 

1. Open the contact, deal, or ticket record.
2. In the right sidebar, locate the Campaigns section showing all campaigns this record has interacted with.
3. Click +Add and select your marketing campaign.
4. (Contacts only) Define your influence type by clicking Create influence type and completing the setup.
5. The record is now associated with the campaign.
6. (Contacts only) View all campaign influences—including asset interactions—in the Campaigns section. Manually associated campaigns display a badge with the association label. You can filter by association label, sort by association label/creation date/campaign name, and search campaigns directly from this card.

 

Manually associate from the campaigns tool

1. In the campaigns tool or Marketing Studio, click Add assets.
2. Select the CRM asset category.
3. Choose to add contacts, deals, or tickets.

 

View contact campaign interactions

1. From a contact record's Campaigns section, click View all campaigns.
2. Review the complete list of campaigns the contact has interacted with, including interaction counts.
3. Click any campaign to drill down and see specific assets interacted with and interaction dates.

 

Automate campaign associations

 

Use the new Add to campaign workflow action to automatically associate contacts, deals, and tickets with campaigns based on your criteria.

View manually associated records in reporting

 

1. Navigate to the campaign's performance page.
2. Find manually associated contacts and deals listed as Manually associated contacts and Manually associated deals.

Note: Manually associated deals and contacts do not appear on the Marketing Studio canvas.

Enable or disable attribution (Marketing Hub Enterprise only)

Marketing Hub Enterprise customers can enable or disable attribution for manually associated deals and contacts by clicking attribution settings. This functionality is enabled by default.

 

Who gets it?

This feature is available for Marketing Hub Professional and Marketing Hub Enterprise.