Marketing Campaign Brief Templates

Document created by 1b1a5142f57b46a5619e4db261e2d7cb8a5dd249 on Oct 13, 2015Last modified by 1b1a5142f57b46a5619e4db261e2d7cb8a5dd249 on Oct 3, 2017
Version 2Show Document
  • View in full screen mode

Here are a couple campaign request form templates that were developed to capture all the information needed to build a webinar program in Marketo. I build a lot of these one-off programs and was finding myself spending too much time tracking down information from various people.

 

The attachments are as follows:

  • Campaign Request Form - External (used when campaigns originate from a department outside of marketing (ex. Sales))
  • Campaign Request Form - Internal (used when campaigns originate from a member of the marketing team)

 

Campaign Request Form - External

  • First tab: this is the tab that the campaign originator will complete
  • Second tab: this is an example of what a completed webinar campaign request form will look like
  • Third tab: this is an example of what a completed email campaign request form will look like

 

Campaign Request Form - Internal

  • First tab: this is the tab that the marketing team member will complete to originate the campaign
  • Second tab: this tab contains the appropriate tokens used for emails/landing pages
  • Third tab: this tab contains the appropriate information for GoToWebinar
  • Fourth tab: this tab contains information need to post a portal ad

 

The additional campaign tabs are added to the external request form once received by the marketing team.

 

We also use a Google form for some project requests. That may be an option too!

Outcomes