July 6, 2021

Marketing Request Form Template: Everything You Should Know

If there's one word that sums up the need for your organization to have a marketing request form, it can only be productivity.  Data from an Atlassian study suggests that companies waste up to 40% of their time with pointless meetings and interruptions, among other things.  Do you constantly have to attend…

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

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

Do you constantly have to attend to requests from your marketing team? If so, you’re losing a lot of productive time from these disruptions. 

Of course, ignoring requests is not an option. 

But, there are measures you can take to make the process far less tedious and improve your organization’s productivity. Win-win!

This is where a marketing request form comes into play. It makes it easy to manage your marketing workflow and receive the necessary support on time. 

Modern marketing teams are diverse as there are team members who handle content marketing, social media management, and other marketing functions. So, you should take the time to understand their varying needs and customize marketing forms for each team.

Creating campaign request forms from scratch each time marketers present their needs is going to be tedious. In fact, it even negates the purpose of using such forms in the first place.

If you want to enhance marketing communication, a marketing request form template is the ideal solution. Every time you receive a marketing request, you can use or tweak it slightly and attend to it quickly.

In this guide, you’ll learn:

  • What request forms are
  • The purpose of request forms
  •  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 for something in relation to a marketing campaign. The requests on these forms often revolve around different aspects key to the success of your marketing efforts, such as:

  • New marketing ideas
  • Budgets
  • Requesting for marketing materials

Though all marketing team members can submit a request form, it’s usually done by senior staff such as the CMO or Marketing Operations Manager.

In organizations that greatly invest in marketing, as all should, request forms are an invaluable project management tool. Essentially, request forms streamline communication between your marketing and support team. 

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. 

Depending on the need, request forms come in different forms. To further simplify the process, it’s best to have a project request form template for each type of project.

What to Include in a Marketing Request Form Template

There are two primary 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 actually want to use. This will depend on the fields you include in the form to make it as comprehensive as possible.

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

As the business landscape increasingly becomes competitive, the role of marketing teams in the success of organizations is also increasing. However, rather than being reactive to marketing trends, you need to have a creative strategy and be proactive in your efforts.

As a company, you need to provide an environment that allows teams to explore new marketing ideas. Part of this involves creating a marketing request form for new projects.

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

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

Each works for different objectives and audiences. To allow your marketing team to access the content assets they need on time, 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.

Despite having different functions, employees have to communicate and collaborate for their respective roles. Unfortunately, each time this happens, there’s a risk of miscommunication.

Creative briefs are forms that help prevent this from happening as they allow team members to understand the other party’s request.

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

Whereas the value of advertising is never in question, it’s the costs you may incur that often prove to be a stumbling block. 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, projects may overwhelm the marketers and it may be necessary to add more members to the marketing team. When you do, 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. Companies use them for marketing purposes, customer service, and to increase efficiency. 

With some tools, you only give access on a need basis for security purposes. To allow your marketing team to access such tools when necessary, have a toolstack access marketing request form template they 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 of 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. If these ideas are not clear during the submission of requests, there is a high chance that the request may not be approved.

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. And, it also makes it easier for the review team to account for all requests for each marketing campaign.

2. Provides Clarity to Both Parties

When submitting requests, it is the marketer’s responsibility to articulate them clearly. When this does not happen, it reduces their chances of getting the resources they need. 

On the other hand, if a request is not clear, the staff responsible for reviewing it will have a tough time figuring out if it’s worthwhile or a waste of resources. 

Request forms allow the marketing team to provide additional information in an easy-to-present manner. With this, they are likely to receive desirable outcomes as the respondents will understand their request.

3. Provides an Accurate Overview of all Marketing Requests

Underestimating the need for efficient responses to marketing requests is a grave mistake. 

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

With this, marketing projects will begin to stall, and some become ineffective as resources will not be available on time. The use of marketing forms makes it easy to navigate such challenges.

Respondents will have a clear picture of each team’s request, allowing them to address new requests as they come in.

Getting the Most Out of a Marketing Project Request Form

As you prepare to create marketing request form templates for different uses, it’s essential that you make it convenient for your teams. 

Whereas there are plenty of form builders such as Jotform, Google Forms is one of the most convenient ones to use, especially if your team is already using GSuite products. On the blank form you will create, 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, a lot of things will play into the success or failure of your company, key among them being marketing. Don’t just focus on committing resources and running plenty of campaigns. 

It’s also about the timing. 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. Instead of switching between multiple tools to perform various marketing functions, you can do it all on the Welcome platform. 

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