Overview

HubSpot Campaign Templates Beta is finally here! But is it really as helpful as it sounds? We looked into the Campaign Templates and found the pros and cons so you don’t have to (we’re helpful like that).

What are the pros?

Campaign Templates are basically a guided walkthrough where you can tell the user exactly what needs to be done, in what order, and with extra instructions. So if you have a complex campaign with a bunch of moving pieces, like a webinar, then you can lay out everything that is needed for that webinar in the template.

Campaign Templates are beneficial for non-MOPs users or someone new to MOPs because it acts like a checklist and can walk them through the campaign set up. This feature also has a very user-friendly interface that makes it easy for anyone to use.

What are the cons?

You can’t save assets within the Campaign Template, they have to be created separately. Not a huge deal, but if you have a global confirmation email that you always use for webinars, it would be nice if it could be added straight into the template. Unfortunately that’s not the case.

Since the templates are basically a step-by-step checklist, they’re not as useful for smaller campaigns, like a one-off email or newsletter. If you created a template for those it would only have one step, Email. Not super helpful.

Campaign Templates are likely not as time-saving when compared to cloning from an existing campaign. Existing campaign assets can be pre-built and will clone with the campaign, which makes it faster than building from scratch or building from a template.

Conclusion

HubSpot Campaign Templates are great for a checklist that marketers new to HubSpot or marketing automation can use to help them remember what goes into more complex campaigns, such as events or webinars. Campaigns are also helpful for reporting on campaigns with multiple channels, like email, social, and blogs. But for seasoned HubSpot users or marketing ops folks, HubSpot Campaign templates aren’t really necessary or needed.