{"id":164640,"date":"2025-03-30T08:58:34","date_gmt":"2025-03-30T08:58:34","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/marketing\/how-to-triage-incoming-marketing-requests-with-coschedule-marketing-calendar\/"},"modified":"2025-03-30T08:58:34","modified_gmt":"2025-03-30T08:58:34","slug":"how-to-triage-incoming-marketing-requests-with-coschedule-marketing-calendar","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=164640","title":{"rendered":"How To Triage Incoming Marketing Requests With CoSchedule Marketing Calendar"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<div><span class=\"PostBody_image__JhpwI alignnone wp-image-177672 size-full\"><img loading=\"lazy\" alt=\"\" width=\"1360\" height=\"798\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/06\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_Header-copy-3.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Marketing managers are flooded with <a href=\"https:\/\/coschedule.com\/blog\/marketing-request-forms-template\" target=\"_blank\" rel=\"noopener\">marketing requests<\/a>\u00a0and no way to organize them. Your inbox is overflowing, there\u2019s no good way to manage the process, and there is a constant fear that things are getting missed.&#13;<br \/>\n&#13;<br \/>\nThe good news is there are actually a few super slick processes for this in your CoSchedule Marketing Calendar.&#13;<br \/>\n&#13;<br \/>\nImagine never having to worry about missing requests that are stuck in your inbox!&#13;<br \/>\n&#13;<br \/>\nIn this blog post, you will find a step-by-step process to help you create a seamless system using CoSchedule\u2019s Marketing Calendar with Zapier Integration &amp; Google Forms.&#13;<br \/>\n&#13;<\/p>\n<p>Prioritizing and Organizing Incoming Marketing Requests With Marketing Calendar<\/p>\n<p>&#13;<br \/>\nFirst, you\u2019ll want to create a Google Form. Google Forms are easy to use &amp; create &#8211; plus they\u2019re free too!&#13;<br \/>\n&#13;<br \/>\n<a href=\"https:\/\/docs.google.com\/forms\/d\/1ZKQ5_PrSl5AT17HFwJ-FDWQok5kIyW3WXxnCT1q0Hss\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener\">To get started, here\u2019s a Google Form template we\u2019ve created for you.<\/a>\n<\/div>\n<div>\n<h2 id=\"step-1--create-a-marketing-request-form\">Step 1: Create A Marketing Request Form<\/h2>\n<p>To get started, head to<a href=\"https:\/\/docs.google.com\/forms\" target=\"_blank\" rel=\"noopener\">\u00a0Google Forms<\/a>. Browse the selection of templates, or click \u201cBlank\u201d to create your own from scratch:<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179573 size-full\"><img alt=\"Start by creating a new marketing request form.\" loading=\"lazy\" width=\"1600\" height=\"387\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/google-forms.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Give your form a name, and add a description that tells your team:<\/p>\n<ul>&#13;<\/p>\n<li>Who should use the form<\/li>\n<p>&#13;<\/p>\n<li>The purpose of the form<\/li>\n<p>&#13;<\/p>\n<li>The person who will be handling responses<\/li>\n<p>&#13;\n<\/ul>\n<p>Hit the \u201cAdd Question\u201d button to insert the fields you\u2019ll need for your request form:<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179574 size-full\"><img alt=\"Name your marketing request.\" loading=\"lazy\" width=\"1600\" height=\"796\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-request-form.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Think through the information you need to know before you can start on a new project.<\/p>\n<p>Make these items required fields on your Google Form.<\/p>\n<p>This could include things like:<\/p>\n<ul>&#13;<\/p>\n<li>Name &amp; contact info for the requester<\/li>\n<p>&#13;<\/p>\n<li>Project details<\/li>\n<p>&#13;<\/p>\n<li>Project deadline<\/li>\n<p>&#13;<\/p>\n<li>And more!<\/li>\n<p>&#13;\n<\/ul>\n<\/div>\n<div>\n<h3>Share The Link<\/h3>\n<p>Once you\u2019ve created your form, it\u2019s time to start sharing.<\/p>\n<p>You can share a link to a Google Form with anybody by hitting \u201cSend,\u201d and limit permissions to only allow internal staff members (or departments) to access it:<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179575 size-full\"><img alt=\"Share the link for the request with who is needed.\" loading=\"lazy\" width=\"1166\" height=\"1114\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/seend-form-page.png?w=3840&amp;q=75\"\/><\/span>\n<\/div>\n<div>\n<h3>Convert to Google Form<\/h3>\n<p>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.<\/p>\n<p>To do this, head over to your freshly-made Google Form and go to the \u201cResponses\u201d tab to turn this form into a Google Sheet.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179576 size-full\"><img alt=\"Convert the request to a google form.\" loading=\"lazy\" width=\"1600\" height=\"1324\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/convert-to-google.png?w=3840&amp;q=75\"\/><\/span>\n<\/div>\n<div>\n<h2 id=\"step-2--create-a-new-marketing-requests-color-label\">Step 2: Create A New Marketing Requests Color Label<\/h2>\n<p>Now that you have created your request form, head over to your <a href=\"https:\/\/app.coschedule.com\/#\/dashboard\/route-select?path=\/organization\/orgId\/calendar\/calId\/settings\/calendar\/\" target=\"_blank\" rel=\"noopener\">Marketing Calendar settings<\/a>\u00a0and create a new <a href=\"https:\/\/coschedule.com\/support\/marketing-calendar\/customizing-your-calendar\/use-color-labels-to-organize-your-calendar\" target=\"_blank\" rel=\"noopener\">Color Label<\/a>\u00a0called \u201cMarketing Requests.\u201d<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179577 size-full\"><img alt=\"Use the color labels for new requests.\" loading=\"lazy\" width=\"1600\" height=\"878\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/color-label-request.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>When people submit a marketing request form, it will appear in your Idea Bin. Keep in mind, the <a href=\"https:\/\/coschedule.com\/support\/content-creation\/ideas\/idea-bin\">Idea Bin<\/a>\u00a0is different from the <a href=\"https:\/\/coschedule.com\/support\/content-creation\/ideas\/idea-board\">Idea Board<\/a>\u00a0(which is available in Marketing Suite plans).<\/p>\n<p>Idea Bin creates a backlog of ideas that are not yet scheduled on the Calendar. This is where all of your Marketing Requests will go once submitted via your Google Form. <em>You\u2019ll learn how to do this in Step 3. <\/em><\/p>\n<p>The next step is creating a <a href=\"https:\/\/coschedule.com\/support\/marketing-calendar\/customizing-your-calendar\/saved-views\">Saved View<\/a>\u00a0called \u201cMarketing Requests\u201d using the color label you just made.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179578 size-full\"><img alt=\"Create a saved view for the requests.\" loading=\"lazy\" width=\"1600\" height=\"671\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/saved-view-3.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>When you select the \u201cMarketing Requests\u201d saved view, your calendar and Idea Bin display only your marketing requests.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179579 size-full\"><img alt=\"The saved view shown here.\" loading=\"lazy\" width=\"1600\" height=\"877\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/marketing-requests-orange.png?w=3840&amp;q=75\"\/><\/span>\n<\/div>\n<div>\n<h2 id=\"step-3--connect-zapier\">Step 3: Connect Zapier<\/h2>\n<p>When your Google Form is created, and you\u2019ve added a new color label, connect Marketing Calendar to the Google Form using Zapier.<\/p>\n<p><a href=\"https:\/\/app.coschedule.com\/#\/dashboard\/route-select?path=\/organization\/orgId\/calendar\/calId\/settings\/integrations\/catalog\/\" target=\"_blank\" rel=\"noopener\">Click here to visit your Marketing Calendar <\/a>account&#8217;s integration area to ensure\u00a0you\u2019ve added Zapier as an integration.<\/p>\n<p>Don\u2019t have a Zapier account? <a href=\"https:\/\/zapier.com\/sign-up\/\" target=\"_blank\" rel=\"noopener\">Click here to create a free Zapier account.<\/a><\/p>\n<p>Once you\u2019ve added the Zapier integration to your Marketing Calendar, you\u2019ll need to create a Zap in Zapier.<\/p>\n<p>In Zapier, choose to connect Google Forms with CoSchedule.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179580 size-full\"><img alt=\"Connect zapier for the requests.\" loading=\"lazy\" width=\"1376\" height=\"738\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/automate-today.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Once you\u2019ve clicked \u201cUse Zap,\u201d Zapier will walk you through the process of setting it up. We\u2019ll go through it below to help.<\/p>\n<p>Sign into your Google account using the blue button.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179581 size-full\"><img alt=\"Sign into google within the response to view.\" loading=\"lazy\" width=\"1600\" height=\"772\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/new-response.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Use the dropdown menu called &#8220;Spreadsheet&#8221; to find the sheet you created in step one.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179582 size-full\"><img alt=\"Use the spreadsheet button to find the one you created.\" loading=\"lazy\" width=\"1600\" height=\"1132\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-response.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Then choose Sheet 1 in the drop-down menu called \u201cWorksheet.\u201d<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179583 size-full\"><img alt=\"Choose the sheet 1 within the worksheet options.\" loading=\"lazy\" width=\"1600\" height=\"1133\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/worksheet-response.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Next, you\u2019ll continue to the CoSchedule part of the Zap setup. You might need to copy and paste the API key from your Marketing Calendar. You\u2019ll find it in the<a href=\"https:\/\/app.coschedule.com\/#\/dashboard\/route-select?path=\/organization\/orgId\/calendar\/calId\/settings\/integrations\/enabled\/\" target=\"_blank\" rel=\"noopener\">\u00a0integrations area on your Marketing Calendar<\/a>.<\/p>\n<p>Under the title field, find the option that says \u201cprojectname.\u201d<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179584 size-full\"><img alt=\"Click the project name option.\" loading=\"lazy\" width=\"1600\" height=\"1188\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/create-project-coschedule.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>In the description field, choose the option that says \u201cdescription\u201d from the drop-down menu.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179585 size-full\"><img alt=\"Click the description option in the drop down menu.\" loading=\"lazy\" width=\"1600\" height=\"1132\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/customize-project-description.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Under the &#8220;Label&#8221; field, choose the \u201cMarketing Requests\u201d color label you just created.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179586 size-full\"><img alt=\"Pick the marketing requests label under the options.\" loading=\"lazy\" width=\"1600\" height=\"954\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/label-requests.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Next, add yourself as the owner for all requests. This will notify you in your Marketing Calendar dashboard whenever a new request is created. Find your name using the drop-down menu to add yourself as the owner.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179587 size-full\"><img alt=\"Add owners to the project of who can access it etc...\" loading=\"lazy\" width=\"1600\" height=\"728\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/associate-tags-project.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Finally, change the status to \u201cIdea\u201d and say \u201cYes\u201d to send the request to your Idea Bin.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179588 size-full\"><img alt=\"Change to idea status.\" loading=\"lazy\" width=\"1600\" height=\"1017\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/idea-status.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>When finished, you&#8217;ll click \u201cContinue\u201d and finalize your Zap. A test will be sent to your calendar to ensure everything is connected correctly.\n<\/p><\/div>\n<div>\n<h2 id=\"step-4--send-the-google-form-to-your-organization\">Step 4: Send The Google Form To Your Organization<\/h2>\n<p>Now that you\u2019ve successfully set up your Zap. You\u2019ll need to tell everyone at your organization that they need to use the Google Form to request marketing collateral from now on.<\/p>\n<p>Here\u2019s an example email you can steal to save time.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179589 size-full\"><img alt=\"Finally, send the google form to your organization.\" loading=\"lazy\" width=\"800\" height=\"516\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/send-form-to-organization.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>We also recommend bookmarking the link for quick access when people forget to use it. You can simply respond by sending them the link again until they get the hang of the new process.\n<\/p><\/div>\n<div>\n<h2 id=\"step-5--monitor-incoming-requests\">Step 5: Monitor Incoming Requests<\/h2>\n<p>Once you\u2019ve shared the request form with your organization, remember your <a href=\"https:\/\/coschedule.com\/support\/content-creation\/ideas\/idea-bin\" target=\"_blank\" rel=\"noopener\">Idea Bin<\/a>\u00a0because that\u2019s where new requests will appear.<\/p>\n<p>Switch to the saved view you created in Step\u00a02 to visualize all the marketing requests your team is (or will be) working on.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179590 size-full\"><img alt=\"Monitor the incoming requests.\" loading=\"lazy\" width=\"1600\" height=\"877\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/monitor-requests.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>When you decide to accept a request, drag and drop the request into the calendar.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-179591 size-full\"><img alt=\"Drag the request into the calendar when ready.\" loading=\"lazy\" width=\"1600\" height=\"878\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/drag-and-drop-request.png?w=3840&amp;q=75\"\/><\/span>\n<\/div>\n<div>\n<h2 id=\"step-6--share-project-progress-with-the-requester\">Step 6: Share Project Progress With The Requester<\/h2>\n<p>Having that saved view allows you to share the calendar with anyone who does not have access. However, the Idea Bin is not included in the read-only link. Also, note that read-only views are only available in Marketing Calendar Pro, not the free version.<\/p>\n<p>To create a read-only view, click \u201cshare calendar\u201d and select your marketing request view.<span class=\"PostBody_image__JhpwI alignnone wp-image-179592 size-full\"><img alt=\"Share the progress of the project with who needs it.\" loading=\"lazy\" width=\"1076\" height=\"690\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/07\/project-progress-shared.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>This creates a read-only version of your calendar so stakeholders can stay in the know. This is convenient when you want to update the requester on the progress of their request.<\/p>\n<p>You can also choose to download the saved view as a PDF rather than using a read-only link.<\/p>\n<p>Follow these simple steps to triage incoming marketing requests using CoSchedule Marketing Calendar.<\/p><\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Marketing managers are flooded with marketing requests\u00a0and no way to organize them. Your inbox is overflowing, there\u2019s no good way to manage the process, and there is a constant fear that things are getting missed.&#13; &#13; The good news is there are actually a few super slick processes for this in your CoSchedule Marketing Calendar.&#13; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":164641,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[98],"tags":[1349,33727,23746,8402,24618,66829],"dealstore":[],"offerexpiration":[],"class_list":["post-164640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","tag-calendar","tag-coschedule","tag-incoming","tag-marketing","tag-requests","tag-triage"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Triage Incoming Marketing Requests With CoSchedule Marketing Calendar - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=164640\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Triage Incoming Marketing Requests With CoSchedule Marketing Calendar - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Marketing managers are flooded with marketing requests\u00a0and no way to organize them. Your inbox is overflowing, there\u2019s no good way to manage the process, and there is a constant fear that things are getting missed.&#013; &#013; The good news is there are actually a few super slick processes for this in your CoSchedule Marketing Calendar.&#013; [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=164640\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-30T08:58:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_FB-LI-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1\" \/>\n\t<meta property=\"og:image:height\" content=\"1\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=164640#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=164640\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"How To Triage Incoming Marketing Requests With CoSchedule Marketing Calendar\",\"datePublished\":\"2025-03-30T08:58:34+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=164640\"},\"wordCount\":1088,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=164640#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Blog_How-to-Triage-Incoming-Marketing-Requests-With-CoSchedule-Marketing-Calendar_FB-LI-1.png\",\"keywords\":[\"Calendar\",\"CoSchedule\",\"Incoming\",\"marketing\",\"Requests\",\"Triage\"],\"articleSection\":[\"Marketing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=164640#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=164640\",\"url\":\"https:\/\/fivemor.com\/?p=164640\",\"name\":\"How To Triage Incoming Marketing Requests With CoSchedule Marketing Calendar - 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