How to Create One Your Team Actually Use

Requests from your marketing team are pouring in left, right, and center.

Your email marketer needs access to a tool, your content writer needs a brief for your latest blog post, and your social media strategist is asking for an increase in budget.

How do you manage all of those requests without going stir-crazy?

The answer: A marketing request form.

In this guide, we’ll share exactly what a marketing request form can be used for, along with a step-by-step guide you can use to create your own.

Download Your Marketing Request Form Templates

Create all the request forms your team needs by following these simple templates:

What Is A Marketing Request Form?

Before we dive in with the details, let’s be clear on what a marketing request form is.

Here’s the simple definition: It’s a form that your team can submit to request something related to your marketing strategy.

Requests could be related to anything your marketing team handles—such as budget, new ideas, or asking for access to a toolkit. Anyone on your team can submit a request, but they’re usually handled by someone senior, like a Marketing Ops Manager or CMO.

But a marketing request form isn’t just a faff, or a form that you spend hours creating but don’t actually use.

Marketing request forms solve five huge problems.

1. Requests Getting Lost

You know the feeling: You’re planning a campaign. But just before you’re about to launch, you’ve been asked by your social media manager to up budget, and your copy team has some last-minute changes.

How do you make sure those things get done?

A marketing request form prevents important tasks from getting missing in action. It gets rid of poorly articulated requests coming in from multiple places, and instead puts them into a consistent format, funneled through one location.

You won’t lose track of them.

2. Forgetting About Them

The average office worker receives 121 emails per day. Combine that with Slack notifications and in-office chat, and your to-do list probably won’t be bulletproof.

We’ve already mentioned that requests go missing when they’re flying in from all directions.

However, another benefit of a marketing request form is that they funnel all requests into one place—rather than noting them on sticky notes (which you’ll probably forget about.)

3. Being Unsure Who Asked for What

Picture this: Someone passed through you in the corridor and mentioned they wanted to chat about a new campaign idea. When you’ve got time to chat about it, you forgot who asked. You need to go round the office and disrupt people’s workflows to find out.

That won’t do any favors for productivity—especially if you’re doing a scavenger hunt in the office to find the person you’re looking for.

A request form solves that problem… if you have a Name field.

4. Not Getting All the Information Needed

You can control exactly what someone needs to enter when they submit a form.

It will likely have a field for important things like:

• Budget required
• Team members involved
• Estimated timescales
• Resources needed

This solves the problem of back-and-forth to get the full details. Everything is there for you to see in the form submission.

5. Staff Being Unsure Who to Ask

Who should a marketing employee ask if they have an idea or request?

It’s tricky for new employees to understand who they should direct their ideas to—or any member of staff if you’ve got a large marketing team.

Solve that question for them with a request form that your CMO or Marketing Ops manager handles. They won’t need to remember; the form will send their request to whoever you direct them to.

7 Marketing Request Form Examples (And What They Should Include)

There’s no doubt that a marketing request form makes it easier for teams to stay on track.

So, how do you create a request form that your team actually uses? And more importantly, what important fields should your forms contain?

1. New Project or Campaign

Marketing teams need to be creative and reactive.

Take this reactive tweet from Specsavers, for example. Their quick-thinking post that jumped onto an Oscars blunder ended up landing them a customer:

You can create a marketing request form to do this. It’s a simple way to allow your team to submit ideas that don’t get brushed off—and can be acted on quickly.

When creating this type of form, you’ll need to include:

• Name
• Company Email Address
• Department
• Job Title
• Campaign Reason (e.g. “this topic is trending on Twitter”)
• Budget Needed
• Resources Needed
• Staff Involved
• Start Date
• End Date
• Platform(s)
• KPIs or Goals

Let’s put this form into practice.

You ask your team to brainstorm PR ideas for a client. Ask your team to submit ideas through this request form, instead of sitting around a table and balancing the dynamics of a group discussion.

It solves the problems of dominant staff overpowering shy staff, or team members feeling embarrassed about their ideas… even though they might be golden.

By submitting campaign ideas through this form, everyone’s voice gets heard—allowing their best ideas to shine through.

2. Creative Brief

Did you know that mismatched communication costs the average organization $62.4 million per year in lost productivity?

When you’re outsourcing work to another member of staff, it’s easy for things to get missed or lost in translation. Prevent that from happening by using a request form to understand exactly what the person asking for it wants.

Create a marketing request form that includes:

• Name
• Company Email Address
• Department
• Job Title
• Content Title
• Keywords Targeting
• Purpose of Content
• Budget
• Resources Needed
• Staff Involved
• Lead Time
• Deadline
• Asset Type
• Audience
• Channel

You might use this type of brief form when you’re working with a freelance videographer to create a promotional video for social media.

You send them a creative brief using the form template you’ve already created to make sure they create the right thing. That way, they’ve got all the information they need, and know exactly what you want.

It makes sure neither of you waste your time (or money.)

There’s a reason why 44% of businesses think that project management improves the quality of the final product.

3. Content Asset Ideas

Your team need a particular asset—like a blog post, video, or social media post.

Instead of getting lost in your crowded inbox, you can use this form to encourage staff to submit details about the assets they need. Then, you can decide whether to give them the resources/staff/budget they need, or whether it’s a waste of time.

To create your own asset creation request form, add required fields for these things:

• Name
• Company Email Address
• Department
• Job Title
• Asset Title
• Asset Description
• Resources/Budget Needed
• Lead Time/Time Needed
• Deadline
• Staff Involved

For example, let’s say a huge SEO goal is to rank for the term “car insurance,” but you’re not sure how. You can ask your content team to submit their ideas through this request form.

Since each idea is fleshed and thought-out, you’re able to go through their ideas and pick the one most likely to make you rank.

It’s the simplest way to get feedback that’s easy to digest.

4. New Marketing Hire Onboarding

Employing a new marketer is exciting, but don’t forget that onboarding can come with a lot of paperwork.

And, remember: if you don’t impress your new member of staff, they’re twice as likely to look for other career opportunities in the future. That could add up to lots of onboarding and recruitment costs, along with huge disruption to your team.

This type of marketing request form makes sure you’ve got all the information you need from your new hire, so long as you include:

• Name
• Address
• Personal/Company Email Address
• Emergency Contact
• Department
• Job Title
• Start Date
• Reporting to
• Hardware/Software Requirements

Let’s say that you’re employing an email marketer, for example. They use this form to tell you that they’re starting next week, and need a desk, ConvertKit account, and $50 monthly budget for email-related tools before they start.

That preparation makes sure they’re off to a smooth start—and stops them from falling behind whilst they’re waiting for resources.

5. Advertising Budget Request

Most social platforms have an advertising network, and it often falls into the hands of a marketer to run PPC campaigns.

The downside? Advertising campaigns need money.

You can use this type of request form to manage budgets for your advertising campaigns, making sure you’re not spending more than planned.

This form should include:

• Name
• Company Email Address
• Department
• Job Title
• Advertising Platform
• Budget
• Campaign Start
• Campaign End
• Advertising Budget Breakdown (e.g. $50 for Female, $20 for Male)
• Objective

Here’s what that might look like: Your social media team wants to spend $5,000 on a new Facebook retargeting campaign in the run-up to Black Friday. However, they need approval before going ahead—so they use this form.

The advertising manager approves the request, then passes to your CFO for final approval (if the budget is significantly larger than usual.)

6. Toolstack Access

The average company has over 120 marketing technology tools in their arsenal.

If you need to grant someone access, don’t do it in passing in the corridor. That could be a huge security risk—especially if you’re in a shared office environment.

Instead, ask staff to complete this request form to gain access to a specific tool.

To create this marketing request form, add the following fields:

• Name
• Company Email Address
• Department
• Job Title
• Tool Required
• Purpose
• Duration

An example of this form would be if your social media executive needs to cover for a social media manager whilst they’re on vacation. They use this form to ask for access to your client’s Facebook and Instagram accounts, along with your scheduling tool.

7. Issue or Resolution Request

A problem has happened and your employee isn’t sure who to report it to. Or, they’re worried about it getting lost.

Direct staff with any issues or problems to this form—and watch for responses like a hawk.

Add the following fields to this marketing request form:

• Name
• Company Email Address
• Issue
• Explanation
• Location (i.e. where to find the issue)
• Reason
• Solution
• Urgency (i.e. does it need attention ASAP or can it wait a few days?)
• Person Responsible for Change

You might need to use this form if a customer informs a sales rep that there’s a problem with a blog post. It’s showing the YouTube video you’ve embedded has been removed.

The sales rep uses this form to tell you, who can then tell the writer to fix it.

Problem solved.

The Easy Way To Create A Marketing Project Request Form

Ready to implement your own marketing request form?

In this post, we’ll show you two ways to do this: using Google Forms & Request Forms in Marketing Suite.

Create A Marketing Request Form In Google Forms

There are hundreds of form builders to choose from, including Paperform, Jotform, Typeform, and much more.

However, a Google Form is the simplest option because they’re easy to use. You likely already have your team using GSuite products like Gmail, Docs, or Sheets. It’s also free to create a Google Form.

Here’s a Google Form template we’ve created for you.

To get started, head to Google Forms. Browse the selection of templates, or click “Blank” to create your own from scratch:

Give your form a name, and add a description that tells your team:

• Who should use the form
• The purpose of the form
• The person who will be handling responses

Hit the “Add Question” button to insert the fields you’ll need for your request form:

Not sure what to put in your form? Here’s an example Google Form you can use as inspiration: Download Now

If you find that Google Forms lacks the capabilities you need, we suggest checking out Request Forms in Marketing Suite.

Create A Marketing Request Form In Marketing Suite

Request Forms in CoSchedule Marketing Suite make it quick and easy to set up a marketing request form for your internal team to use.

Build out Request Forms to capture the required details your marketing team needs to complete the new project. When you capture this information upfront, it speeds up timelines by reducing back & forth with requesters.

Best of all, you can customize your forms using many features exclusive to Marketing Suite: project template, project type, initial status, label, and custom fields.

These tools help you build out workflows for managing incoming requests & getting work assigned to your team quickly.

Get a more in-depth guide on how to use Request Forms in Marketing Suite.

To see how other teams have used & created Marketing Request Forms in Marketing Suite, check out this Power Tip.

Share Your Form With Your Organization (& Explain Why They Should Use It)

Once you’ve created your form, it’s time to start sharing. We recommend sending it via email to any people in your organization that could benefit from using request forms.

In your email, it’s important to explain the benefits we discussed earlier and build the new marketing request form into your process. If your team has never used marketing request forms, you should also include some examples of what they may look like. Bear in mind that you might need help from Marketing Ops here.

In your explanation, tell your team who will handle the requests—and that requests won’t be accepted unless they come through the form.

Something like this might work:

“We’re making it easier to submit your ideas for new projects.

Please use this new marketing request form to submit your ideas. All responses will go to Lucy, our Head of Content.

When you submit ideas, you’ll receive a confirmation email that our team has received the request. This helps the Marketing Team prioritize projects & ensure your requests get the priority & attention they need.

Please bookmark this link, so you can easily submit new requests whenever necessary.

Thanks!”

We recommend bookmarking the link yourself for quick access when people inevitably forget to use it. You can simply respond by sending them the link again until they get the hang of the new process.

Share Your Google Form

You can share a link to a Google Form with anybody by hitting “Send,” and limit permissions to only allow internal staff members (or departments) to access it:

Share Request Forms With Marketing Suite

To share your Request Form, simply copy the link and send it via email or direct message.

Prioritize & Organize Marketing Requests

Congrats! You have a beautifully crafted system where your team members can submit form requests. To get the most out of your new system, make sure you routinely check incoming requests and take action promptly.

Prioritize Marketing Requests With Google Forms

Now that you have your Google Form, you need a place to organize form submissions. You can do this with your Marketing Calendar by following these steps.

To do this, head over to your freshly-made Google Form and go to the “Responses” tab to turn this form into a Google Sheet.

You will receive all requests in this sheet, so we suggest bookmarking this sheet and checking it daily.

However, as a marketing manager, you are extremely busy and won’t always remember to check the spreadsheet. How do you keep control over the requests and make sure you’re spending enough time monitoring the responses?

Luckily, some slick processes in your CoSchedule Marketing Calendar can help you with this.

If you’ve created your marketing request form with Google Forms, submissions can be automatically added to Idea Bin within Marketing Calendar by using the Zapier integration.

With this integration, you’ll be able to prioritize and organize all marketing request forms in an easy-to-see calendar view.

Learn more about organizing your request forms in Marketing Calendar: How To Triage Incoming Marketing Requests With CoSchedule Marketing Calendar

Prioritize Marketing Requests With Request Forms

Marketing requests have begun trickling in, and you need a comprehensive system to monitor, organize, and prioritize them.

Since you used Request Forms in Marketing Suite, you already have a system to do this.

As these requests come in, you will get notifications via email and through your CoSchedule App.

You can easily create a custom workflow within your Idea Board that will gather and organize requests for you.

Here is an example of what your custom workflow for Request Forms could look like in the Idea Board.

New Requests submitted through your Request Forms will appear under the status “New Requests.” From here, you can prioritize them & transition them to their “next step” status to move work forward.

Having a complete understanding of where you’re at with each request allows you to prioritize which ones need to be worked on next.

To learn exactly how to set this up, you can find a step-by-step guide here.

Learn more about managing the Idea Board by checking out our support doc.

Put New Projects Into Action

Spend some time looking at your team’s requests and decide your next action plan. That might include:

• Scheduling a meeting with the person who submitted the idea to discuss in detail
• Approving their request and giving them the go-ahead for a new project
• Passing the request to someone better-placed to handle it

The best part? If your marketing request submissions are added to Marketing Suite, you can decide whether to activate them into your marketing calendar. This makes it easier than copying and pasting ideas—or remembering what you should be doing.

For more information on using Request Forms in Marketing Suite, visit this blog post.