{"id":88492,"date":"2025-02-14T22:14:02","date_gmt":"2025-02-14T22:14:02","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/marketing\/marketing-request-forms-your-team-will-actually-use\/"},"modified":"2025-02-14T22:14:02","modified_gmt":"2025-02-14T22:14:02","slug":"marketing-request-forms-your-team-will-actually-use","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=88492","title":{"rendered":"Marketing Request Forms Your Team Will Actually Use"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<div><span class=\"PostBody_image__JhpwI aligncenter wp-image-78909 size-full\"><img loading=\"lazy\" alt=\"How to Create a Marketing Request Form Your Team Will Actually Use\" width=\"1360\" height=\"580\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" src=\"https:\/\/media.coschedule.com\/uploads\/marketing-request-form-template.gif\"\/><\/span><\/p>\n<p>Requests from your marketing team are pouring in left, right, and center.<\/p>\n<p>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.<\/p>\n<p>How do you manage all of those requests without going stir-crazy?<\/p>\n<p>The answer: A marketing request form.<\/p>\n<\/div>\n<div>\n<h2 id=\"what-is-a-marketing-request-form-\">What Is A Marketing Request Form?<\/h2>\n<p>Before we dive in with the details, let\u2019s be clear on what a marketing request form is.<\/p>\n<p>Here\u2019s the simple definition: It\u2019s a form that your team can submit to request something related to your <a href=\"https:\/\/coschedule.com\/blog\/marketing-communications-strategy-template\" target=\"_blank\" rel=\"noopener\">marketing strategy<\/a>.<\/p>\n<p>Requests could be related to anything your marketing team handles\u2014such as budget, new ideas, or asking for access to a toolkit. Anyone on your team can submit a request, but they\u2019re usually handled by someone senior, like a Marketing Ops Manager or CMO.<\/p>\n<p>But a marketing request form isn\u2019t just a faff, or a form that you spend hours creating but don\u2019t actually use.<\/p>\n<p>Marketing request forms solve five huge problems.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-78912 size-full\"><img alt=\"5 Problems You Can Solve With a Marketing Request Form\" loading=\"lazy\" width=\"1360\" height=\"1254\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/marketing-request-forms-problems-solve-1.png?w=3840&amp;q=75\"\/><\/span>\n<\/div>\n<div>\n<h3>1. Requests Getting Lost<\/h3>\n<p>You know the feeling: You\u2019re <a href=\"https:\/\/coschedule.com\/blog\/marketing-campaign-planning-templates\" target=\"_blank\" rel=\"noopener\">planning a campaign<\/a>. But just before you\u2019re about to launch, you\u2019ve been asked by <a href=\"https:\/\/coschedule.com\/blog\/hiring-a-social-media-manager\" target=\"_blank\" rel=\"noopener\">your social media manager<\/a> to up budget, and your copy team has some last-minute changes.<\/p>\n<p>How do you make sure those things get done?<\/p>\n<p>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.<\/p>\n<p>You won\u2019t lose track of them.<\/p>\n<\/div>\n<div>\n<h3>2. Forgetting About Them<\/h3>\n<p>The average office worker receives <a href=\"https:\/\/www.campaignmonitor.com\/blog\/email-marketing\/2019\/05\/shocking-truth-about-how-many-emails-sent\/\" target=\"_blank\" rel=\"noopener\">121 emails per day<\/a>. Combine that with Slack notifications and in-office chat, and your to-do list probably won\u2019t be bulletproof.<\/p>\n<p><span class=\"PostBody_image__JhpwI aligncenter wp-image-78913 size-full\"><img alt=\"The average office worker receives 121 emails per day\" loading=\"lazy\" width=\"1360\" height=\"995\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/average-office-worker-email-stat.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>We\u2019ve already mentioned that requests go missing when they\u2019re flying in from all directions.<\/p>\n<p>However, another benefit of a marketing request form is that they funnel all requests into one place\u2014rather than noting them on sticky notes (which you\u2019ll probably forget about.)<\/p>\n<div>\n<div class=\"ShareOnTwitter_sotWrapper__HWUqP\">\n<p class=\"ShareOnTwitter_sotText__tpMAg\">Replace your sticky notes with a marketing request form. Here&#8217;s how:<\/p>\n<p><a href=\"https:\/\/twitter.com\/share?text=Replace%20your%20sticky%20notes%20with%20a%20marketing%20request%20form.%20Here's%20how%3A&amp;via=coschedule&amp;related=coschedule&amp;url=\/blog\/marketing-request-forms-template\" class=\"ShareOnTwitter_sotButton__NioJ_\">Click To Tweet<svg viewbox=\"0 0 24 24\" aria-hidden=\"true\" class=\"ShareOnTwitter_sotTwitterLogo__48pXY\"><path d=\"M23.643 4.937c-.835.37-1.732.62-2.675.733.962-.576 1.7-1.49 2.048-2.578-.9.534-1.897.922-2.958 1.13-.85-.904-2.06-1.47-3.4-1.47-2.572 0-4.658 2.086-4.658 4.66 0 .364.042.718.12 1.06-3.873-.195-7.304-2.05-9.602-4.868-.4.69-.63 1.49-.63 2.342 0 1.616.823 3.043 2.072 3.878-.764-.025-1.482-.234-2.11-.583v.06c0 2.257 1.605 4.14 3.737 4.568-.392.106-.803.162-1.227.162-.3 0-.593-.028-.877-.082.593 1.85 2.313 3.198 4.352 3.234-1.595 1.25-3.604 1.995-5.786 1.995-.376 0-.747-.022-1.112-.065 2.062 1.323 4.51 2.093 7.14 2.093 8.57 0 13.255-7.098 13.255-13.254 0-.2-.005-.402-.014-.602.91-.658 1.7-1.477 2.323-2.41z\"\/><\/svg><\/a><\/div>\n<\/div>\n<\/div>\n<div>\n<h3>3. Being Unsure Who Asked for What<\/h3>\n<p>Picture this: Someone passed through you in the corridor and mentioned they wanted to chat about a new campaign idea. When you\u2019ve got time to chat about it, you forgot who asked. You need to go round the office and disrupt people\u2019s workflows to find out.<\/p>\n<p>That won\u2019t do any <a href=\"https:\/\/coschedule.com\/blog\/multitasking-and-productivity\" target=\"_blank\" rel=\"noopener\">favors for productivity<\/a>\u2014especially if you\u2019re doing a scavenger hunt in the office to find the person you\u2019re looking for.<\/p>\n<p>A request form solves that problem\u2026 if you have a Name field.\n<\/p><\/div>\n<div>\n<h3>4. Not Getting All the Information Needed<\/h3>\n<p>You can control exactly what someone needs to enter when they submit a form.<\/p>\n<p>It will likely have a field for important things like:<\/p>\n<ul>&#13;<\/p>\n<li>Budget required<\/li>\n<p>&#13;<\/p>\n<li>Team members involved<\/li>\n<p>&#13;<\/p>\n<li>Estimated timescales<\/li>\n<p>&#13;<\/p>\n<li>Resources needed<\/li>\n<p>&#13;\n<\/ul>\n<p>This solves the problem of back-and-forth to get the full details. Everything is there for you to see in the form submission.\n<\/p><\/div>\n<p><h3>5. Staff Being Unsure Who to Ask<\/h3>\n<p>&#13;<br \/>\nWho should a marketing employee ask if they have an idea or request?&#13;<br \/>\n&#13;<br \/>\nIt\u2019s tricky for new employees to understand who they should direct their ideas to\u2014or any member of staff if you\u2019ve got a large marketing team.&#13;<br \/>\n&#13;<br \/>\nSolve that question for them with a request form that your CMO or Marketing Ops manager handles. They won\u2019t need to remember; the form will send their request to whoever you direct them to.&#13;\n<\/p>\n<p><h2 id=\"10-marketing-request-form-examples--and-what-they-should-include-\">10 Marketing Request Form Examples (And What They Should Include)<\/h2>\n<p>&#13;<br \/>\nThere\u2019s no doubt that a marketing request form makes it easier for teams to stay on track.&#13;<br \/>\n&#13;<br \/>\nSo, how do you create a request form that your team actually uses? And more importantly, what important fields should your forms contain?&#13;\n<\/p>\n<div>\n<h3>1. New Project or Campaign<\/h3>\n<p>Marketing teams need to be creative and reactive.<\/p>\n<p>Take this <a href=\"https:\/\/revive.digital\/blog\/reactive-marketing-benefits\/\" target=\"_blank\" rel=\"noopener\">reactive tweet<\/a>\u00a0from Specsavers, for example. Their quick-thinking post that jumped onto an Oscars blunder ended up landing them a customer:<\/p>\n<p><span class=\"PostBody_image__JhpwI wp-image-175906 size-full\"><img alt=\"&quot;Not getting the Best Picture? #shouldve #Oscars&quot; tweet by Specsavers\" loading=\"lazy\" width=\"633\" height=\"859\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-spec-savers.png?w=3840&amp;q=75\"\/><\/span> <a href=\"https:\/\/twitter.com\/Specsavers\/status\/836176777139507205\" target=\"_blank\" rel=\"noopener\">Specsavers Tweet<\/a><\/p>\n<p>You can create a marketing request form to do this. It\u2019s a simple way to allow your team to submit ideas that don\u2019t get brushed off\u2014and can be acted on quickly.<\/p>\n<p>When creating this type of form, you\u2019ll need to include:<\/p>\n<ul>&#13;<\/p>\n<li>Name<\/li>\n<p>&#13;<\/p>\n<li>Company Email Address<\/li>\n<p>&#13;<\/p>\n<li>Department<\/li>\n<p>&#13;<\/p>\n<li>Job Title<\/li>\n<p>&#13;<\/p>\n<li>Campaign Reason (e.g. \u201cthis topic is trending on Twitter\u201d)<\/li>\n<p>&#13;<\/p>\n<li>Budget Needed<\/li>\n<p>&#13;<\/p>\n<li>Resources Needed<\/li>\n<p>&#13;<\/p>\n<li>Staff Involved<\/li>\n<p>&#13;<\/p>\n<li>Start Date<\/li>\n<p>&#13;<\/p>\n<li>End Date<\/li>\n<p>&#13;<\/p>\n<li>Platform(s)<\/li>\n<p>&#13;<\/p>\n<li>KPIs or Goals<\/li>\n<p>&#13;\n<\/ul>\n<p>Let\u2019s put this form into practice.<\/p>\n<p>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.<\/p>\n<p>It solves the problems of dominant staff overpowering shy staff, or team members feeling embarrassed about their ideas\u2026 even though they might be golden.<\/p>\n<p>By submitting campaign ideas through this form, everyone\u2019s voice gets heard\u2014allowing their best ideas to shine through.<\/p>\n<div>\n<div class=\"ShareOnTwitter_sotWrapper__HWUqP\">\n<p class=\"ShareOnTwitter_sotText__tpMAg\">Help your marketing team&#8217;s ideas get heard by setting up a simple request form:<\/p>\n<p><a href=\"https:\/\/twitter.com\/share?text=Help%20your%20marketing%20team's%20ideas%20get%20heard%20by%20setting%20up%20a%20simple%20request%20form%3A&amp;via=coschedule&amp;related=coschedule&amp;url=\/blog\/marketing-request-forms-template\" class=\"ShareOnTwitter_sotButton__NioJ_\">Click To Tweet<svg viewbox=\"0 0 24 24\" aria-hidden=\"true\" class=\"ShareOnTwitter_sotTwitterLogo__48pXY\"><path d=\"M23.643 4.937c-.835.37-1.732.62-2.675.733.962-.576 1.7-1.49 2.048-2.578-.9.534-1.897.922-2.958 1.13-.85-.904-2.06-1.47-3.4-1.47-2.572 0-4.658 2.086-4.658 4.66 0 .364.042.718.12 1.06-3.873-.195-7.304-2.05-9.602-4.868-.4.69-.63 1.49-.63 2.342 0 1.616.823 3.043 2.072 3.878-.764-.025-1.482-.234-2.11-.583v.06c0 2.257 1.605 4.14 3.737 4.568-.392.106-.803.162-1.227.162-.3 0-.593-.028-.877-.082.593 1.85 2.313 3.198 4.352 3.234-1.595 1.25-3.604 1.995-5.786 1.995-.376 0-.747-.022-1.112-.065 2.062 1.323 4.51 2.093 7.14 2.093 8.57 0 13.255-7.098 13.255-13.254 0-.2-.005-.402-.014-.602.91-.658 1.7-1.477 2.323-2.41z\"\/><\/svg><\/a><\/div>\n<\/div>\n<\/div>\n<div>\n<h3>2. Creative Brief<\/h3>\n<p>Did you know that mismatched communication costs the average organization <a href=\"https:\/\/www.holmesreport.com\/latest\/article\/the-cost-of-poor-communications\" target=\"_blank\" rel=\"noopener\">$62.4 million per year<\/a>\u00a0in lost productivity?<\/p>\n<p>When you\u2019re outsourcing work to another member of staff, it\u2019s 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.<\/p>\n<p>Create a marketing request form that includes:<\/p>\n<ul>&#13;<\/p>\n<li>Name<\/li>\n<p>&#13;<\/p>\n<li>Company Email Address<\/li>\n<p>&#13;<\/p>\n<li>Department<\/li>\n<p>&#13;<\/p>\n<li>Job Title<\/li>\n<p>&#13;<\/p>\n<li>Content Title<\/li>\n<p>&#13;<\/p>\n<li>Keywords Targeting<\/li>\n<p>&#13;<\/p>\n<li>Purpose of Content<\/li>\n<p>&#13;<\/p>\n<li>Budget<\/li>\n<p>&#13;<\/p>\n<li>Resources Needed<\/li>\n<p>&#13;<\/p>\n<li>Staff Involved<\/li>\n<p>&#13;<\/p>\n<li>Lead Time<\/li>\n<p>&#13;<\/p>\n<li>Deadline<\/li>\n<p>&#13;<\/p>\n<li>Asset Type<\/li>\n<p>&#13;<\/p>\n<li>Audience<\/li>\n<p>&#13;<\/p>\n<li>Channel<\/li>\n<p>&#13;\n<\/ul>\n<p>You might use this type of brief form when you\u2019re working with a freelance videographer to create a promotional video for social media.<\/p>\n<p>You send them a creative brief using the form template you\u2019ve already created to make sure they create the right thing. That way, they\u2019ve got all the information they need, and know exactly what you want.<\/p>\n<p>It makes sure neither of you waste your time (or money.)<\/p>\n<\/div>\n<div>\n<h3>3. Content Asset Ideas<\/h3>\n<p>Your team needs a particular asset\u2014like a blog post, video, or <a href=\"https:\/\/coschedule.com\/blog\/social-media-post-ideas\" target=\"_blank\" rel=\"noopener\">social media post<\/a>.<\/p>\n<p>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\u2019s a waste of time.<\/p>\n<p>To create your own asset creation request form, add required fields for these things:<\/p>\n<ul>&#13;<\/p>\n<li>Name<\/li>\n<p>&#13;<\/p>\n<li>Company Email Address<\/li>\n<p>&#13;<\/p>\n<li>Department<\/li>\n<p>&#13;<\/p>\n<li>Job Title<\/li>\n<p>&#13;<\/p>\n<li>Asset Title<\/li>\n<p>&#13;<\/p>\n<li>Asset Description<\/li>\n<p>&#13;<\/p>\n<li>Resources\/Budget Needed<\/li>\n<p>&#13;<\/p>\n<li>Lead Time\/Time Needed<\/li>\n<p>&#13;<\/p>\n<li>Deadline<\/li>\n<p>&#13;<\/p>\n<li>Staff Involved<\/li>\n<p>&#13;\n<\/ul>\n<p>For example, let\u2019s say a huge <a href=\"https:\/\/coschedule.com\/marketing-strategy\/marketing-goals\" target=\"_blank\" rel=\"noopener\">SEO goal<\/a>\u00a0is to rank for the term \u201ccar insurance,\u201d but you\u2019re not sure how. You can ask your content team to submit their ideas through this request form.<\/p>\n<p>Since each idea is fleshed and thought-out, you\u2019re able to go through their ideas and pick the one most likely to make you rank.<\/p>\n<p>It\u2019s the simplest way to get feedback that\u2019s easy to digest.<\/p>\n<div>\n<div class=\"ShareOnTwitter_sotWrapper__HWUqP\">\n<p class=\"ShareOnTwitter_sotText__tpMAg\">Here&#8217;s how to make digesting creative feedback easier using a marketing request form<\/p>\n<p><a href=\"https:\/\/twitter.com\/share?text=Here's%20how%20to%20make%20digesting%20creative%20feedback%20easier%20using%20a%20marketing%20request%20form&amp;via=coschedule&amp;related=coschedule&amp;url=\/blog\/marketing-request-forms-template\" class=\"ShareOnTwitter_sotButton__NioJ_\">Click To Tweet<svg viewbox=\"0 0 24 24\" aria-hidden=\"true\" class=\"ShareOnTwitter_sotTwitterLogo__48pXY\"><path d=\"M23.643 4.937c-.835.37-1.732.62-2.675.733.962-.576 1.7-1.49 2.048-2.578-.9.534-1.897.922-2.958 1.13-.85-.904-2.06-1.47-3.4-1.47-2.572 0-4.658 2.086-4.658 4.66 0 .364.042.718.12 1.06-3.873-.195-7.304-2.05-9.602-4.868-.4.69-.63 1.49-.63 2.342 0 1.616.823 3.043 2.072 3.878-.764-.025-1.482-.234-2.11-.583v.06c0 2.257 1.605 4.14 3.737 4.568-.392.106-.803.162-1.227.162-.3 0-.593-.028-.877-.082.593 1.85 2.313 3.198 4.352 3.234-1.595 1.25-3.604 1.995-5.786 1.995-.376 0-.747-.022-1.112-.065 2.062 1.323 4.51 2.093 7.14 2.093 8.57 0 13.255-7.098 13.255-13.254 0-.2-.005-.402-.014-.602.91-.658 1.7-1.477 2.323-2.41z\"\/><\/svg><\/a><\/div>\n<\/div>\n<\/div>\n<div>\n<h3>4. New Marketing Hire Onboarding<\/h3>\n<p><a href=\"https:\/\/coschedule.com\/blog\/marketing-interview-questions\" target=\"_blank\" rel=\"noopener\">Employing a new marketer<\/a>\u00a0is exciting, but don\u2019t forget that onboarding can come with a lot of paperwork.<\/p>\n<p>And, remember: if you don\u2019t impress your new member of staff, they\u2019re <a href=\"https:\/\/docs.wixstatic.com\/ugd\/0cbe87_664f8806dc694bd7b52246c2e0fe41c1.pdf\" target=\"_blank\" rel=\"noopener\">twice as likely<\/a>\u00a0to 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.<\/p>\n<p>This type of marketing request form makes sure you\u2019ve got all the information you need from your new hire, so long as you include:<\/p>\n<ul>&#13;<\/p>\n<li>Name<\/li>\n<p>&#13;<\/p>\n<li>Address<\/li>\n<p>&#13;<\/p>\n<li>Personal\/Company Email Address<\/li>\n<p>&#13;<\/p>\n<li>Emergency Contact<\/li>\n<p>&#13;<\/p>\n<li>Department<\/li>\n<p>&#13;<\/p>\n<li>Job Title<\/li>\n<p>&#13;<\/p>\n<li>Start Date<\/li>\n<p>&#13;<\/p>\n<li>Reporting to<\/li>\n<p>&#13;<\/p>\n<li>Hardware\/Software Requirements<\/li>\n<p>&#13;\n<\/ul>\n<p>Let\u2019s say that you\u2019re employing an email marketer, for example. They use this form to tell you that they\u2019re starting next week, and need a desk, ConvertKit account, and $50 monthly budget for email-related tools before they start.<\/p>\n<p>That preparation makes sure they\u2019re off to a smooth start\u2014and stops them from falling behind whilst they\u2019re waiting for resources.<\/p>\n<\/div>\n<div>\n<h3>5. Advertising Budget Request<\/h3>\n<p>Most social platforms have an <a href=\"https:\/\/coschedule.com\/blog\/how-to-make-the-most-of-facebook-advertising-to-reach-new-audiences-with-rachel-wiinanen-from-coschedule-amp063\" target=\"_blank\" rel=\"noopener\">advertising network<\/a>, and it often falls into the hands of a marketer to run PPC campaigns.<\/p>\n<p>The downside? Advertising campaigns need money.<\/p>\n<p>You can use this type of request form to manage budgets for your advertising campaigns, making sure you\u2019re not spending more than planned.<\/p>\n<p>This form should include:<\/p>\n<ul>&#13;<\/p>\n<li>Name<\/li>\n<p>&#13;<\/p>\n<li>Company Email Address<\/li>\n<p>&#13;<\/p>\n<li>Department<\/li>\n<p>&#13;<\/p>\n<li>Job Title<\/li>\n<p>&#13;<\/p>\n<li>Advertising Platform<\/li>\n<p>&#13;<\/p>\n<li>Budget<\/li>\n<p>&#13;<\/p>\n<li>Campaign Start<\/li>\n<p>&#13;<\/p>\n<li>Campaign End<\/li>\n<p>&#13;<\/p>\n<li>Advertising Budget Breakdown (e.g. $50 for Female, $20 for Male)<\/li>\n<p>&#13;<\/p>\n<li>Objective<\/li>\n<p>&#13;\n<\/ul>\n<p>Here\u2019s 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\u2014so they use this form.<\/p>\n<p>The advertising manager approves the request, then passes to your CFO for final approval (if the budget is significantly larger than usual.)\n<\/p><\/div>\n<div>\n<h3>6. Toolstack Access<\/h3>\n<p>The average company has over <a href=\"https:\/\/chiefmartec.com\/2020\/02\/average-enterprise-uses-1295-cloud-services\/\" target=\"_blank\" rel=\"noopener\">120 marketing technology tools<\/a>\u00a0in their arsenal.<\/p>\n<p>If you need to grant someone access, don\u2019t do it in passing in the corridor. That could be a huge security risk\u2014especially if you\u2019re in a shared office environment.<\/p>\n<p>Instead, ask staff to complete this request form to gain access to a specific tool.<\/p>\n<p>To create this marketing request form, add the following fields:<\/p>\n<ul>&#13;<\/p>\n<li>Name<\/li>\n<p>&#13;<\/p>\n<li>Company Email Address<\/li>\n<p>&#13;<\/p>\n<li>Department<\/li>\n<p>&#13;<\/p>\n<li>Job Title<\/li>\n<p>&#13;<\/p>\n<li>Tool Required<\/li>\n<p>&#13;<\/p>\n<li>Purpose<\/li>\n<p>&#13;<\/p>\n<li>Duration<\/li>\n<p>&#13;\n<\/ul>\n<p>An example of this form would be if your social media executive needs to cover for a social media manager whilst they\u2019re on vacation. They use this form to ask for access to your client\u2019s Facebook and Instagram accounts, along with <a href=\"https:\/\/coschedule.com\/marketing-suite\/calendar-organizer\" target=\"_blank\" rel=\"noopener\">your scheduling tool<\/a>.<\/p>\n<\/div>\n<div>\n<h3>7. Issue or Resolution Request<\/h3>\n<p>A problem has happened and your employee isn\u2019t sure who to report it to. Or, they\u2019re worried about it getting lost.<\/p>\n<p>Direct staff with any issues or problems to this form\u2014and watch for responses like a hawk.<\/p>\n<p>Add the following fields to this marketing request form:<\/p>\n<ul>&#13;<\/p>\n<li>Name<\/li>\n<p>&#13;<\/p>\n<li>Company Email Address<\/li>\n<p>&#13;<\/p>\n<li>Issue<\/li>\n<p>&#13;<\/p>\n<li>Explanation<\/li>\n<p>&#13;<\/p>\n<li>Location (i.e. where to find the issue)<\/li>\n<p>&#13;<\/p>\n<li>Reason<\/li>\n<p>&#13;<\/p>\n<li>Solution<\/li>\n<p>&#13;<\/p>\n<li>Urgency (i.e. does it need attention ASAP or can it wait a few days?)<\/li>\n<p>&#13;<\/p>\n<li>Person Responsible for Change<\/li>\n<p>&#13;\n<\/ul>\n<p>You might need to use this form if a customer informs a sales rep that there\u2019s a problem with a blog post. It\u2019s showing the YouTube video you\u2019ve embedded has been removed.<\/p>\n<p>The sales rep uses this form to tell you, who can then tell the writer to fix it.<\/p>\n<p>Problem solved.\n<\/p><\/div>\n<div>\n<h3>8. Event Request Form<\/h3>\n<p>Let\u2019s say you want to reach out in search of support in organizing and promoting marketing events such as conferences, webinars, or trade shows.<\/p>\n<p>You\u2019d submit an event request form to make this happen.<\/p>\n<p>Include these things in your request form:<\/p>\n<ul>&#13;<\/p>\n<li>Event goals<\/li>\n<p>&#13;<\/p>\n<li>Target audience<\/li>\n<p>&#13;<\/p>\n<li>Budget<\/li>\n<p>&#13;<\/p>\n<li>Required resources<\/li>\n<p>&#13;\n<\/ul>\n<\/div>\n<div>\n<h3>9. Social Media Content Request Form<\/h3>\n<p>In a perfect world everyone would be on the same page, all of the time.<\/p>\n<p>However, coordinating all social media content both internally and externally can gum up the works. Keep the social posting efficient by using a social media content request form to receive everything you need to move forward. Team members or stakeholders can request specific content for social media platforms.<\/p>\n<p>Be sure to specify:<\/p>\n<ul>&#13;<\/p>\n<li>Desired platform<\/li>\n<p>&#13;<\/p>\n<li>Description of Content<\/li>\n<p>&#13;<\/p>\n<li>Target audience<\/li>\n<p>&#13;<\/p>\n<li>Publish date<\/li>\n<p>&#13;<\/p>\n<li>Any specific messaging or branding guidelines<\/li>\n<p>&#13;<\/p>\n<li>Graphics or visual references<\/li>\n<p>&#13;\n<\/ul>\n<\/div>\n<div>\n<h3>10. Website Update<\/h3>\n<p>If you\u2019d like to request updates, or perhaps catch something that needs changes to the company website, your next step would be to submit a website update request form.<\/p>\n<p>Content that was posted on your website months ago may not hold true currently. If something needs attention and adjusting, it\u2019s time to address it.<\/p>\n<p>Don\u2019t forget to include these characteristics:<\/p>\n<ul>&#13;<\/p>\n<li>Specific page(s) that need to be updated<\/li>\n<p>&#13;<\/p>\n<li>The nature of the changes<\/li>\n<p>&#13;<\/p>\n<li>Desired timeline<\/li>\n<p>&#13;<\/p>\n<li>Any additional resources or assets required<\/li>\n<p>&#13;\n<\/ul>\n<p>Voila! Your website is relevant and fresh once again.\n<\/p><\/div>\n<p><h2 id=\"the-easy-way-to-create-a-marketing-project-request-form\">The Easy Way To Create A Marketing Project Request Form<\/h2>\n<p>&#13;<br \/>\nReady to implement your own marketing request form?&#13;<br \/>\n&#13;<br \/>\nIn this post, we&#8217;ll show you two ways to do this: using Google Forms &amp; Request Forms in Marketing Suite.&#13;\n<\/p>\n<div>\n<h3>Create A Marketing Request Form In Google Forms<\/h3>\n<p>There are hundreds of form builders to choose from, including<a href=\"https:\/\/paperform.co\/\">\u00a0<\/a><a href=\"https:\/\/paperform.co\/\" target=\"_blank\" rel=\"noopener\">Paperform<\/a>,<a href=\"https:\/\/www.jotform.com\/\">\u00a0<\/a><a href=\"https:\/\/www.jotform.com\/\" target=\"_blank\" rel=\"noopener\">Jotform<\/a>,<a href=\"https:\/\/www.typeform.com\/\">\u00a0<\/a><a href=\"https:\/\/www.typeform.com\/\" target=\"_blank\" rel=\"noopener\">Typeform<\/a>, and much more.<\/p>\n<p>However, a Google Form is the simplest option because they\u2019re easy to use. You likely already have your team using GSuite products like Gmail, Docs, or Sheets. It\u2019s also free to create a Google Form.<\/p>\n<p><a href=\"https:\/\/docs.google.com\/forms\/d\/1ZKQ5_PrSl5AT17HFwJ-FDWQok5kIyW3WXxnCT1q0Hss\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener\">Here\u2019s a Google Form template we\u2019ve created for you.<\/a><\/p>\n<p>To get started, head to<a href=\"https:\/\/docs.google.com\/forms\">\u00a0<\/a><a href=\"https:\/\/docs.google.com\/forms\" target=\"_blank\" rel=\"noopener\">Google 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-175911 size-full\"><img alt=\"Google Form pre-made layouts\" 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\/04\/Marketing-Request-Forms-Google-Forms.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Google-Forms.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Google-Forms.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Google-Forms.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Google-Forms.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Google-Forms.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Google-Forms.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Google-Forms.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-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-175912 size-full\"><img alt=\"Design different questions within the form\" 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\/04\/Marketing-Request-Forms-fields.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-fields.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Not sure what to put in your form? Here\u2019s an example Google Form you can use as inspiration: <a href=\"https:\/\/docs.google.com\/forms\/d\/1ZKQ5_PrSl5AT17HFwJ-FDWQok5kIyW3WXxnCT1q0Hss\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener\">Download Now<\/a><\/p>\n<p>If you find that Google Forms lacks the capabilities you need, we suggest checking out <a href=\"https:\/\/coschedule.com\/blog\/triage-incoming-marketing-requests\" target=\"_blank\" rel=\"noopener\">Request Forms in Marketing Suite<\/a>.\n<\/div>\n<div>\n<h3>Create A Marketing Request Form In Marketing Suite<\/h3>\n<p>&#13;<br \/>\nRequest Forms in CoSchedule Marketing Suite make it quick and easy to set up a marketing request form for your internal team to use.&#13;<br \/>\n&#13;<br \/>\nBuild 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 &amp; forth with requesters.&#13;<br \/>\n&#13;<br \/>\nBest of all, you can customize your forms using many features exclusive to\u00a0Marketing\u00a0Suite: <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">project template<\/a>, <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">project type<\/a>, <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">initial status<\/a>, label, and <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">custom fields<\/a>.&#13;<br \/>\n&#13;<br \/>\nThese tools help you build out workflows for managing incoming requests &amp; getting work assigned to your team quickly.&#13;<br \/>\n&#13;<br \/>\n<span class=\"PostBody_image__JhpwI alignnone wp-image-175913 size-full\"><img alt=\"Customize your CoSchedule request forms.\" 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\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Custom-CoSchedule.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>Get a more in-depth guide on <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">how to use Request Forms in Marketing Suite<\/a>.&#13;<br \/>\n&#13;<br \/>\nTo see how other teams have used &amp; created Marketing Request Forms in Marketing Suite, check out this <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">Power Tip<\/a>.\n<\/div>\n<div>\n<h3>Share Your Form With Your Organization (&amp; Explain Why They Should Use It)<\/h3>\n<p>Once you\u2019ve created your form, it\u2019s time to start sharing.\u00a0We recommend sending it via email to any people in your organization that could benefit from using request forms.<\/p>\n<p>In your email, it\u2019s important to explain the <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">benefits<\/a>\u00a0we 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 <a href=\"https:\/\/coschedule.com\/support\/content-creation\/projects\/creating-and-using-project-templates\" target=\"_blank\" rel=\"noopener\">examples of what they may look like<\/a>. Bear in mind that you might need help from <a href=\"https:\/\/coschedule.com\/marketing\/marketing-management\/marketing-operations-management\" target=\"_blank\" rel=\"noopener\">Marketing Ops<\/a>\u00a0here.<\/p>\n<p>In your explanation, tell your team who will handle the requests\u2014and that requests won\u2019t be accepted unless they come through the form.<\/p>\n<p>Something like this might work:<\/p>\n<p><em>\u201cWe\u2019re making it easier to submit your ideas for new projects.<\/em><\/p>\n<p><em>Please use this new marketing request form to submit your ideas. All responses will go to Lucy, our Head of Content.<\/em><\/p>\n<p><em>When you submit ideas, you\u2019ll receive a confirmation email that our team has received the request. This helps the Marketing Team prioritize projects &amp; ensure your requests get the priority &amp; attention they need. <\/em><\/p>\n<p><em>Please bookmark this link, so you can easily submit new requests whenever necessary.<\/em><\/p>\n<p><em>Thanks!\u201d<\/em><\/p>\n<p>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.<\/p>\n<\/div>\n<div>\n<h3>Share Your Google Form<\/h3>\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-175914 size-full\"><img alt=\"Share google forms via email\" 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\/04\/Marketing-Request-Forms-Send-Forms.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-Send-Forms.png?w=3840&amp;q=75\"\/><\/span>\n<\/div>\n<div>\n<h3>Share Request Forms With Marketing Suite<\/h3>\n<p>To share your Request Form, simply copy the link and send it via email or direct message.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-175915 size-full\"><img alt=\"Sharing request form with marketing suite\" 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\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-share-request-forms-in-coschedule.png?w=3840&amp;q=75\"\/><\/span>\n<\/div>\n<p><h2 id=\"how-to-prioritize---organize-marketing-requests\">How to Prioritize &amp; Organize Marketing Requests<\/h2>\n<p>&#13;<br \/>\nCongrats! 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.&#13;\n<\/p>\n<div>\n<h3>Prioritize Marketing Requests With Google Forms<\/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-175916 size-full\"><img alt=\"View responses from different forms\" 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\/04\/Marketing-Request-Forms-See-Results.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-See-Results.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>You will receive all requests in this sheet, so we suggest bookmarking this sheet and checking it daily.<\/p>\n<p>However, as a marketing manager, you are extremely busy and won\u2019t always remember to check the spreadsheet. How do you keep control over the requests and make sure you\u2019re spending enough time monitoring the responses?<\/p>\n<p>Luckily, some slick processes in your CoSchedule Marketing Calendar can help you with this.<\/p>\n<p>If you\u2019ve created your marketing request form with Google Forms, submissions can be automatically added to Idea Bin within Marketing Calendar by using the Zapier integration.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-175917 size-full\"><img alt=\"Idea bins in marketing request form calendar\" 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\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-Request-Forms-CoSchedule-Calendar.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>With this integration, you\u2019ll be able to prioritize and organize all marketing request forms in an easy-to-see calendar view.\n<\/p><\/div>\n<div>\n<h3>Prioritize Marketing Requests With Request Forms<\/h3>\n<p>Marketing requests have begun trickling in, and you need a comprehensive system to monitor, organize, and prioritize them.<\/p>\n<p>Since you used Request Forms in Marketing Suite, you already have a system to do this.<\/p>\n<p>As these requests come in, you will get notifications via email and through your CoSchedule App.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-175918 size-full\"><img alt=\"Notification for a request from in CoSchedule \" loading=\"lazy\" width=\"1202\" height=\"670\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-forms-email.png?w=3840&amp;q=75\"\/><\/span><\/p>\n<p>You can easily create a custom workflow within your <a href=\"https:\/\/coschedule.com\/support\/content-creation\/ideas\/idea-board\" target=\"_blank\" rel=\"noopener\">Idea Board<\/a>\u00a0that will gather and organize requests for you.<\/p>\n<p>Here is an example of what your custom workflow for Request Forms could look like in the Idea Board.<\/p>\n<p><span class=\"PostBody_image__JhpwI alignnone wp-image-175919 size-full\"><img alt=\"Marketing request form in calendar view\" loading=\"lazy\" width=\"1600\" height=\"874\" decoding=\"async\" data-nimg=\"1\" class=\"\" style=\"color:transparent\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" srcset=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=640&amp;q=75 640w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=750&amp;q=75 750w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=828&amp;q=75 828w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=1080&amp;q=75 1080w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=1200&amp;q=75 1200w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=1920&amp;q=75 1920w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=2048&amp;q=75 2048w, https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=3840&amp;q=75 3840w\" src=\"https:\/\/media.coschedule.com\/uploads\/2023\/04\/Marketing-request-scheduled-on-coschedule.png?w=3840&amp;q=75\"\/><\/span>&#13;<br \/>\n&#13;<br \/>\nNew Requests submitted through your Request Forms will appear under the status \u201cNew Requests.\u201d From here, you can prioritize them &amp; transition them to their \u201cnext step\u201d status to move work forward.&#13;<br \/>\n&#13;<br \/>\nHaving a complete understanding of where you\u2019re at with each request allows you to prioritize which ones need to be worked on next.&#13;<br \/>\n&#13;<br \/>\nTo learn exactly how to set this up, you can find a step-by-step guide <a href=\"https:\/\/coschedule.com\/blog\/triage-incoming-marketing-requests\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<p>Learn more about managing the Idea Board by checking out our <a href=\"https:\/\/coschedule.com\/support\/content-creation\/ideas\/idea-board\" target=\"_blank\" rel=\"noopener\">support doc<\/a>.<\/div>\n<\/div>\n<p><script async src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":88493,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[98],"tags":[43190,43191,9138,43192,8402,14003,43193,43194,3705],"dealstore":[],"offerexpiration":[],"class_list":["post-88492","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","tag-asset-organizer","tag-custom-fields","tag-forms","tag-idea-board","tag-marketing","tag-request","tag-request-forms","tag-task-approvals","tag-team"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Marketing Request Forms Your Team Will Actually Use - 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=88492\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Marketing Request Forms Your Team Will Actually Use - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Requests from your marketing team are pouring in left, right, and center. 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