Marketing request form hero image

Clear communication and well-defined goals are the keys to completing tasks accurately, especially in product or service promotion.

Many businesses use different tools for managing marketing communication, projects, and tasks, but some prove ineffective.

One way of improving the overall workflow is through marketing request forms which can be a helpful hand for clearly communicating and pin-pointing instructions about the daily marketing activities from managers to staff members.

This blog post discusses why and how one marketing team should use marketing request forms in their day-to-day activities and how to use the best forms builder to create these forms in seconds. 

Here is what’s in it:

What is a marketing request form?

Marketing request forms are a simple but effective method for communication between the marketing department and whoever is requesting their activity. 

There are different marketing request forms depending on who the request is aimed at and the substance of the project. 

This way of task communication enables a clear definition of all project requirements, goals, topics, and budgets for the marketing activities. Furthermore, request forms help multi-way communication within the company to be organized and understandable. 

Here are some of the marketing request form templates a marketing team can use:

  • Project request form
  • Pitch request form
  • Budget request form
  • Design request form
  • Access request form

Each company can make its marketing request forms. Some companies may use a resolution request form when an issue occurs or a new employee onboarding request form when a new employee joins the team.

Benefits from using marketing request forms

Marketing request form benefits

Marketing request forms should be channels through which all requirements for a particular task are transmitted to the marketing team.

Therefore, marketing request forms bring benefits that contribute to better accessibility, overview, and more precise tasks execution.

In the following, we explain how any marketing team can benefit from this kind of task organization.

Time-saving

Time is precious in every aspect of the job, and using these forms can significantly speed things up, especially when the team has a due date to get things done.

Furthermore, given that a detailed project description and all the crucial information are put in one request form, the time saved on the back and forth communication is an obvious and positive result of using marketing request forms.

Straight forward communication

Diverse marketing teams have members in different positions responsible for promoting the product or service in multiple ways.

That being said, using marketing request forms can also help the application reach the right person.

For example, if you are looking for creative designs for a particular landing page, creating a marketing design request form can inform the graphic designer of the new task, the start date, and the new project’s objective. 

Easy management

In the sea of marketing requests establishing and prioritizing tasks can get overwhelming.

Remote workers or outsource companies may use different channels and communication means like emails and apps to get in touch with their managers, employers, and clients. 

Marketing request forms can be a helpful tool for this issue since all the requests arrive in one place and to the right person. From here is easier to prioritize and organize the daily tasks.

Be on schedule with the tasks

In addition to containing the main instructions, such forms may also have a field for the end date by which the task should be completed. In this way, the completion date of each of the projects is more organized, and the time management approach is more accessible.

Moreover, the team knows how many business days has to complete the task on time.

Gather all the information

There are pre-made marketing requests forms templates, but with the help of online form builders, they can be customized according to everyone’s needs.

This means that each form can contain fields by your choice that will gather all the necessary information for a particular request. 

5 marketing request forms examples and use-cases

Project request form 

Does anyone from the team want to propose a redesign for the company’s business cards?

Project request forms are a fantastic asset for suggesting fresh and new ideas. Project request forms contain the framework or all the criteria that a project should hold. 

Therefore, anyone from the company can use a marketing request form to clearly explain his idea for the new project, suggest print materials and explain the purpose of the new business card design.

  • Required field: Long text/paragraph for explaining project objectives
  • Owner: Marketing manager
  • Frequency: Occasionally, for bigger project proposals
  • Best use for: Proposing new and bigger ideas that need to be implemented
  • Use case: The customer support finds out that the copy of the website does not explain the purpose of the product clearly enough to the website visitors. The CS team can submit a project request to the marketing team ask the team to find a way for better product presentation through copy. 

Pitch request form

Many marketing teams gather their ideas during brainstorming or pitch meetings and decide on the daily task from the discussion made during those meetings. 

A pitch request form or creative form where the team can submit its ideas can be a suitable method for preparation and gathering ideas before the meeting. 

  • Required field: Long text/paragraph for explaining the ideas
  • Owner: Content manager
  • Frequency: Regular use
  • Best use for: Brainstorming new ideas for blog posts and content strategy
  • Use case: A content creator finds out about new SEO ranking trends that can significantly change the ranking of the website. The content creator can submit this information and the ideas about SEO improvement and discuss them at a meeting later.

Budget request form

Budget request forms can come in handy for the PPC specialist. With this type of marketing request form, the PPC specialist can request a budget for a new campaign, and the manager will have a clear understanding of the project needs, target audience, and other requirements that are important for budget approval.

  • Required field: Total budget number
  • Owner: Marketer managing budget or someone from Financial department 
  • Frequency: Regular use
  • Best use for: Requesting budget for new social media marketing campaigns.
  • Use case: PPC specialists can ask for more budget for a particular campaign if they notice a good opportunity for promotion

Design request form

Design request forms are a great way to request a precise and clear design from a graphic designer for a particular project.

Suppose you want a new webpage design. Through this form, you can specifically indicate what designs and which copies should be used for the creative part so the designer to complete the work on time.

Furthermore, you can use the file upload option and attach photos for the designer to visualize your idea.

  • Required field: Image upload option
  • Owner: Graphic designer or marketing specialist
  • Frequency: Whenever bigger design changes are needed.
  • Best use for: Creative requests for new marketing campaigns or bigger redesign needs. 
  • Use case: Content creator notices that the images in a particular blog post are outdated and no longer relevant which affects the page rank in Google searches. The content creator can use this form and ask the graphic designer to change the photos, attaching an example of a relevant photo that ranks well on Google.

Access request forms

Does your team have many management, optimization, graphic design tools, or social media accounts? Maybe some of the tools have limited account access and can be used by one person per time. 

On the other hand, granting someone access to your accounts can be a considerable risk, as well. Account request forms are an excellent way to keep track of who used your accounts and for what.

Our example includes fields like contact information and duration so that the managers can collect information about the toolkit. 

  • Required field: Software name or Software dropdown list
  • Owner: Usually office administrators
  • Frequency: Regular use 
  • Best use for: Easy account management and access to internal tools
  • Use case: One of the members of the company requests access to a file where important marketing data and statistics of the company are stored. Through this form, office administrators can easily track who needs access to the data and for what purpose.

How to create a marketing request form?

If you are interested in managing communication to some degree with marketing request forms, then you may like to create a few of your own. 

Below we explain how you can create your marketing request form using EmbedForms.

Log in or create an account

1. Choose start from scratch 

Choose a form template

2. Choose a field type 

Choose a field type

3. Name your form 

Name your form

4. Save, publish your form, and share the link with your marketing team

Share link form

How to apply the marketing request form process in your day-to-day workflow

Marketing request form workflow steps

Changes made in work communication can often encounter resistance from employees, especially if a particular style is already accepted.

Change is not easy, but it is necessary for a business to achieve better results.

Below are few steps that can help you to integrate this news process into your marketing team easily. 

Inform your team

Straightforward communication is the easiest way to inform the marketing team of the changes. Explain the idea behind the new type of communication, why it is implemented, and how it will work. 

Explain the benefits

Don’t forget to include mentioning the benefits for your employees. Explain the advantages of using marketing request forms and the possible obstacles that the team could face.

Set expectations 

Communicate clearly what the expectations are using the marketing requests forms. For example, you may expect your marketing team to do the following:

  • Use marketing request forms every time you have a new project idea 
  • Use marketing request forms for design requests so we can save time on back-and-forth communication 

Evaluate the process

Once some time has elapsed since using this process, an evaluation should be made to determine what worked, what did not, whether the user experience runs smoothly with the new approach, and if there is anything that needs to be improved.

Wrap up

For the marketing team to achieve the goals, they must first be clearly communicated.

And in a dynamic environment, managers, team members, and clients often get lost in all the ideas shared between them.

That’s why marketing request forms are an excellent tool for the team to stay organized, productive, and perform their tasks on time.

Avatar for Emilija Ancevska
Emilija Ancevska

Content creator at EmbedSocial responsible for writing valuable articles mostly related to customer feedback, surveys, and UGC.