HubSpot Knowledge Base

Create ad goals (BETA)

Written by Public API | Jan 1, 1970 12:00:00 AM

With ad goals you can set, track and manage goals for your ad campaigns in HubSpot. 

Requirements

To create an ad goal you must:

Create an ad goal

To create an ad goal from your HubSpot settings:
  • In the left sidebar menu, navigate to Tracking & Analytics > Goals.
  • In the top right, click Create goal.
  • In the Name field, enter a goal name.
  • Click the Category dropdown menu. Then, select Marketing. 
  • Click the Type dropdown menu. Then, select a goal type. Goal types apply to single and multi-ad campaigns, you can select one of three goals types:
    • Number of contacts in a lifecycle stage: track the number of contacts in a lifecycle stage that meet the contact first form attribution.
    • Contacts from first form submission: track the sum of contacts across all campaigns on the goal that clicked a tracked ad, then submitted a form on your website for the first time during a session.
    • Network conversions: track the sum of measured actions that people took as defined in each ad network for a single or multi-ad campaign.
  • In the bottom right, click Next.



  • Click the Ad account(s) dropdown menu and select the checkboxes next to the ad accounts you want to associate with this goal. 
  • Click the Ad campaigns dropdown menu and select an ad campaign.  

  • Click the Duration dropdown menu and select monthly, quarterly, or yearly.

  • In the bottom right, click Next.

  • To apply the same campaign or target value for each duration:

    • Select the checkbox next to the user or team name.

    • At the top of the table, click Apply targets.

    • In the dialog box, enter the target value.

    •  Click Apply.

  • In the bottom right, Click next. 


  • To send notifications to the creator of the goal, select the checkboxes next to each notification type.
  • In the bottom right, click Done.



Manage goals

After creating your ad goals, you can filter by ad campaign, ad account, teams, users, goal duration, status, and progress.  

Please note: goal progress will update every 24 hours. While the goal is ongoing, changes will be reflected in the next goal progress update. Changes made to a deal after a goal is due will not update the goal's progress.

To manage your goals:

  • In the left sidebar menu, navigate to Tracking & Analytics > Goals.
  • Use the dropdown menus to filter your goals. You can apply the following filters:
    • Ad campaigns: filter by the ad campaigns that the goals apply to. 
    • Ad accounts: filter by the ad accounts that the goals apply to.
    • Teams: filter by the user that created the goal's HubSpot team. 
    • Users: filter by the HubSpot users that created the goal. 
    • Goal duration: filter by the goal duration 
    • Status: filter by goal status, the following statuses indicate the goal's progress:
      • Exceeded: filter by goals that exceeded 100% of the target by the milestone.
      • Pending: filter by goals where the progress is not yet measured when the current date is before the goal's start date.
      • Missed: filter by goals that did not meet 100% of the target by the milestone.
      • Achieved: filter by goals that reached 100% of the target by the milestone.
      • In progress: filter by ongoing goals when the current date falls between the start date and end date of the goal.
    • Progress: filter by the goal's progress. You can set a minimum and maximum range. 
  • To clear all filters, click Clear all. 
  • To view more details about an ad campaign's goals, hover over the ad name and click View details. 
  • To edit a goal, hover over the ad and click Edit goal. 
  • To delete a goal, select the checkbox next to the ad. Then, at the top of the table, click Delete.

 
View full post