How to Set Up Campaign ROI Rules in Your HubSpot Portal

Measuring campaign ROI is crucial for several reasons but the most important being that it provides data-driven insights that you can use to optimise your future marketing strategy.  That way you know every penny spent is contributing to growth.

Follow the steps below to get this set up and find out some use cases.

Step-by-step guide:

1. In your HubSpot portal, go to settings
2. On the left-hand side, click marketing > campaigns
   1. For marketing Hub subscriptions, you have 2 options to select how you would like to calculate your campaign ROI. See below. 
      
      Revenue: calculates ROI based on the total revenue amount from closed-won deals associated with the campaign.
      
      Associated deal value: calculates ROI based on the sum of the total deal amount for all closed-won deals with revenue. 
   2. 
   3. If you have a Marketing Hub Enterprise subscription, select from the following options:
      

      Attributed Revenue: calculates ROI based on the total revenue amount from closed-won deals attributed to the campaign

      Associated deal value: calculates ROI based on the sum of the total deal amount for all closed-won deals with attributed revenue. 

      
3. Once you have selected the calculation you wish to use, hit save and then the calculation will appear in your ROI report within your campaigns.
4. Top tip: When you're creating your marketing campaigns, be sure to add all your spend items 
5. Now this is set up, you can view it as a report. To do this,  click marketing > campaigns and then the campaign you wish to view.
6. In the performance tab, you will see your ROI report, which is based on the calculation settings you selected.

Campaign ROI Use cases:

ROI analysis is valuable for various campaigns, including:

- Exhibition/event campaign - This will allow you to decide if the event was a success or is the event worth returning next year 

- New product launch campaign - How successful was the launch? What were the best-performing channels that you used

- An influencer marketing campaign - Did the influencer bring value? and did this turn into sales?

Once you have it all set up, you can now monitor the effectiveness of your campaigns and measure success much easier than before, either viewing it directly in the tool itself or building a dashboard overlooking the ROI on all your campaigns.