Co-Marketing Proposal Form — shared by the community
Clara D. shared this 14-question build with 2 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use marketing & agency form for small teams who need a reliable intake process: 14 questions, 3 pages, 2 conditional rules.
- Shared by
- Clara D. · Non-profit programme lead
- Questions
- 14
- Replies
- 26
- Copies taken
- 123
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Live preview and test console
This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.
Page 1 of 3 — Partner and Audience Fit
Every question on this page is currently visible.
Works for you? Take Clara D.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Co-Marketing Proposal Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in marketing & agency.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 14 questions across 3 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 11 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It accepts a document or photo upload as evidence.
- It pins the request to a specific date.
- Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Co-Marketing Proposal Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 2 conditional rules ship with it.
- Features advanced show logic: if “Supporting Materials” is Materials available, the form dynamically exposes “Upload Supporting Materials”. Otherwise that question never appears.
- Features advanced show logic: if “Lead Follow-Up Approach” is Shared follow-up proposed, the form dynamically exposes “Shared Follow-Up Plan”. Otherwise that question never appears.
- All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Page 1 — Partner and Audience Fit
- Organization Namerequired
- Proposal Contactrequired
- Work Emailrequired
- Audience Fitrequired
Page 2 — Campaign and Contributions
- Campaign Formatrequired
- Campaign Conceptrequired
- Your Contributionsrequired
- Requested Partner Contributionsrequired
- Primary Success Measurerequired
- Preferred Launch Date
Page 3 — Materials and Follow-Up
- Supporting Materialsrequired
- Upload Supporting Materials
- Lead Follow-Up Approachrequired
- Shared Follow-Up Plan
Conditional logic in this build
- When “Supporting Materials” is Materials available, show “Upload Supporting Materials”.
- When “Lead Follow-Up Approach” is Shared follow-up proposed, show “Shared Follow-Up Plan”.
Questions about this shared form
How is this different from a campaign brief?
This form helps decide whether a partnership is worth pursuing. Use Marketing Campaign Brief after acceptance to document the agreed scope, delivery schedule, channel plan, and owners.
Should partners need a finished deck to submit?
No. Keep the upload optional and require clear written answers instead. A concise concept with credible contributions is enough for an initial review.
Can we use this for newsletter exchanges as well as webinars?
Yes. Campaign Format identifies the main activity, while the contribution fields capture the specific placements or production work. Evaluate success against that format rather than applying the same target to every proposal.
Does a shared follow-up proposal authorize contact sharing?
No. It only flags a planning requirement. Before launch, confirm collection responsibilities, participant-facing choices, access, and follow-up ownership through your organization's review process.
Is the Co-Marketing Proposal Form template free to use?
Yes. You can preview and test Co-Marketing Proposal Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Co-Marketing Proposal Form template ask for?
It asks 14 questions across 3 pages, 11 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Co-Marketing Proposal Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this marketing & agency form work?
2 conditional rules ship with the template: Features advanced show logic: if “Supporting Materials” is Materials available, the form dynamically exposes “Upload Supporting Materials”. Otherwise that question never appears. Features advanced show logic: if “Lead Follow-Up Approach” is Shared follow-up proposed, the form dynamically exposes “Shared Follow-Up Plan”. Otherwise that question never appears. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.
Where do responses to the Co-Marketing Proposal Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Co-Marketing Proposal Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
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