July 6, 2021

Marketing Request Form Template: Everything You Should Know

In this guide, you’ll learn what request forms are and how to create a marketing request form template.


If there’s one word that sums up the need for your organization to have a marketing request form, it can only be productivity.   

An Atlassian study suggests that companies waste up to 40% of their time with pointless meetings and interruptions, among other things.  

But there are measures you can take to make the process far less tedious. This is where a marketing request form comes into play. It makes it easy to manage your marketing workflow. 

However, creating campaign request forms from scratch each time will again waste your time. So, to enhance marketing communication, a marketing request form template is the ideal solution.  

Here's how to create a marketing request form template. 

What Is a Marketing Request Form?

As the name suggests, a marketing request form is a form that marketers submit to request something about a marketing campaign. It includes:  

Your marketers will be able to submit work requests with all the necessary details easily. For the respondents, it becomes much easier and faster to address requests from marketers.  

This prevents unnecessary delays as marketing teams get the necessary feedback within a flash. 

What to Include in a Marketing Request Form Template

There are two primary marketing objectives for you to design request form templates. These are:

  • Making it easier for the marketing team to provide detailed requests  
  • Enabling respondents to address such requests swiftly 

As such, it’s not just about having a request form but having one that your teams will want to use.  

Below you will find some of the different types of request forms and the fields each should contain to streamline the process. 

1. New Project Request Form

Rather than being reactive to marketing trends, you need to have a creative strategy and be proactive in your efforts. 

You should include the following in such a form: 

  • Name 
  • Corporate email address 
  • Departments 
  • Job title 
  • Reason for campaign request  
  • Necessary budget 
  • Resources necessary 
  • Team members needed 
  • Start date 
  • End date 
  • Channel(s) 
  • Objectives and KPIs 

2. Content Asset Request Form

A stellar marketing strategy involves the use of different forms of content. These range from articles and blog posts to social media posts, and videos.  

Include the following in your content asset request form: 

  • Name  
  • Corporate email address 
  • Department 
  • Designation 
  • Asset title 
  • Description of the asset 
  • Necessary funds  
  • Resources needed 
  • Lead time 
  • Deadline 
  • Team members necessary 

3. Request Forms for Creative Briefs

Have you ever wondered how much your company loses each year due to lost productivity?   

Data indicates that poor or inadequate communication between employees costs the average organization a whopping $62.4 annually. 

Creative briefs are forms that help prevent this from happening. 

Include the following details to have a highly effective creative brief: 

  • Name 
  • Work email 
  • Department 
  • Designation 
  • Request title 
  • Objectives of the request 
  • Staff involvement  
  • Resources necessary 
  • Budget 
  • Lead time 
  • Asset type 
  • Audience 
  • Deadline 
  • Channel 

4. Request Forms for Advertising Budgets

To help you manage your advertising budget efficiently, use request forms for budget requests for each marketing campaign. 

This form should include: 

  • Name  
  • Company email 
  • Department 
  • Designation 
  • Objectives for campaign 
  • Advertising platform 
  • Budget for campaign 
  • Commencement date  
  • End date 
  • Breakdown of advertising budget 

5. Request Form for Hiring New Marketers

As your marketing needs increase, it is vital to have all the necessary information about them.

This form should include the following: 

  • Name 
  • Address 
  • Personal/company email address 
  • Emergency contact 
  • Department 
  • Designation 
  • Start date 
  • Supervisor/team lead 
  • Software/hardware requirements 

6. Toolstack Access Request Form

If there’s one thing that demonstrates the impact of digitization in the workplace is the use of technology tools. Have a toolstack access marketing request form template your team can use. 

Include the following in such a form: 

  • Name 
  • Corporate email address 
  • Department 
  • Designation 
  • Tools necessary 
  • Purpose  
  • Duration 

Why Should You Use Marketing Request Forms?

On the surface, content marketing request forms may seem like an easy way to complicate simple processes.  

However, they do just the opposite. They help provide transparency and traceability to the request and approval process while making it seamless. 

Here are some of the benefits of marketing project request forms: 

1. Easy to Keep Track of Requests

When planning a marketing campaign, especially a new one, team members present multiple ideas.   

By using marketing project request forms through one person from the team, all ideas will be clear to the respondents, increasing the chances of approval.

2. Provides Clarity to Both Parties

When submitting requests, it is the marketer’s responsibility to articulate them clearly. Request forms allow the marketing team to provide additional information in an easy-to-present manner. 

3. Provides an Accurate Overview of all Marketing Requests

When requests begin piling up, it becomes challenging to track who needs what and when. In turn, allocating resources to projects becomes almost impossible.   

The use of marketing forms makes it easy to navigate such challenges. Respondents will have a clear picture of each team’s request. 

Getting the Most Out of a Marketing Project Request Form

As you prepare to create marketing request form templates for different uses, you must make it convenient for your teams.  

Provide descriptions to indicate: 

  • The purpose of the form 
  • Who can use the form 
  • The individual in charge of responses 

Hit the ‘Add Question’ button to include the necessary details and forward it to the target audience. From there, explain to your team why they should use it and how. 

Getting the Most Out of Your Marketing Efforts

Undoubtedly, several things will play into the success or failure of your company. The key among them is marketing. For you to get this right, your marketing processes must be efficient.  

Welcome is a software designed to serve as an all-in-one tool for marketers.  

Get started for free right now, to see how Welcome will give you more control over your marketing activities. 

Your account is free forever—no credit card required. And it’ll take you less than a minute to get up and running.