Marketing & Agency · community shared

Influencer Brief — shared by the community

Marta K. shared this 29-question build with 4 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: 29 questions, 2 pages, 4 conditional rules.

Shared by
Marta K. · Practice manager
Questions
29
Replies
5
Copies taken
522
See the library version

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Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Page 1 of 2Campaign and message

What the collaboration is about

Is the product being sent physically?

This template runs as a straight sequence — no branching rules.

Works for you? Take Marta K.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Influencer Brief 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 29 questions across 2 screens.

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.

  • 23 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 pins the request to a specific date.
  • It allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 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.

  1. 1Press “Use this template” — a fresh copy of Influencer Brief lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 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.
  4. 4Publish 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.
  5. 5Watch 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 — 4 conditional rules ship with it.

  • Features conditional validation: if “Will the brand reuse the content in paid ads?” is Yes, “Where it may be reused, and for how long” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is a draft reviewed before posting?” is Yes, “How long review will take” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is there an exclusivity period?” is Yes, “What the exclusivity covers, and for how long” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is the product being sent physically?” is Yes, “Delivery address and date sent” becomes mandatory before the form can be sent.
  • All 4 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 — Campaign and message

  • Brandrequired
  • Campaign namerequired
  • Creator namerequired
  • Creator handlerequired
  • Creator emailrequired
  • Product or service featuredrequired
  • Is the product being sent physically?required
  • Delivery address and date sent
  • The one message the audience should take awayrequired
  • Who the brand wants to reachrequired
  • Points that must be includedrequired
  • Things that must not be saidrequired

Page 2 — Deliverables, rights and fee

  • Platformsrequired
  • Deliverables and formatsrequired
  • Number of piecesrequired
  • First posting daterequired
  • Final posting date
  • Is a draft reviewed before posting?required
  • How long review will take
  • Hashtags, handles and links to userequired
  • How the partnership will be disclosedrequired
  • Will the brand reuse the content in paid ads?required
  • Where it may be reused, and for how long
  • Is there an exclusivity period?required
  • What the exclusivity covers, and for how long
  • Fee agreed
  • Payment termsrequired
  • Brand contact for questionsrequired
  • Confirmationsrequired

Conditional logic in this build

  • WhenWill the brand reuse the content in paid ads?is Yes, requireWhere it may be reused, and for how long”.
  • WhenIs a draft reviewed before posting?is Yes, requireHow long review will take”.
  • WhenIs there an exclusivity period?is Yes, requireWhat the exclusivity covers, and for how long”.
  • WhenIs the product being sent physically?is Yes, requireDelivery address and date sent”.

Questions about this shared form

How is this different from an influencer application?

An application is a creator asking to work with a brand, with audience and rate details. This runs the other way: the brand briefing a creator whose deal is already agreed.

Should the brand write the caption?

No. Give the takeaway and the must-say points; the creator's own voice is what the audience responds to and what you are paying for.

Does it replace a contract?

No. It is the working brief. Fee, exclusivity and usage still belong in an agreement, which is why those answers are recorded plainly here.

Who is responsible for disclosure?

The creator makes the disclosure, and the brief asks which label they will use so both sides agree before posting.

Is the Influencer Brief template free to use?

Yes. You can preview and test Influencer Brief 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 Influencer Brief template ask for?

It asks 29 questions across 2 pages, 23 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 Influencer Brief form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, 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?

4 conditional rules ship with the template: Features conditional validation: if “Will the brand reuse the content in paid ads?” is Yes, “Where it may be reused, and for how long” becomes mandatory before the form can be sent. Features conditional validation: if “Is a draft reviewed before posting?” is Yes, “How long review will take” becomes mandatory before the form can be sent. Features conditional validation: if “Is there an exclusivity period?” is Yes, “What the exclusivity covers, and for how long” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Influencer Brief 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 Influencer Brief 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.