Marketing & Agency · community shared

Marketing Request Form — shared by the community

Tom H. shared this 15-question build with 3 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: 15 questions, 1 page, 3 conditional rules.

Shared by
Tom H. · Agency owner
Questions
15
Replies
12
Copies taken
525
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.

Submit a marketing request

Is this tied to a launch or deadline?
Assets you can provide
Does this need budget approval?

You must accept before submitting.

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

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

Who this template is for

Marketing Request 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 15 questions across 1 screen.
  • 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 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 3 questions until they are relevant — shorter forms convert better than long ones.
  • 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 Marketing Request Form 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 — 3 conditional rules ship with it.

  • Features conditional validation: if “Is this tied to a launch or deadline?” is Yes, “What is it tied to” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Does this need budget approval?” is Yes, “Estimated budget” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Priority” is Urgent, “Reason for urgency” becomes mandatory before the form can be sent.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Marketing request

  • Your namerequired
  • Email addressrequired
  • Department or teamrequired
  • Request typerequired
  • Campaign or project namerequired
  • Needed by daterequired
  • Is this tied to a launch or deadline?required
  • What is it tied to
  • Describe what you needrequired
  • Assets you can provide
  • Does this need budget approval?required
  • Estimated budget
  • Priorityrequired
  • Reason for urgency
  • Agreementrequired

Conditional logic in this build

  • When “Is this tied to a launch or deadline?” is Yes, require “What is it tied to”.
  • When “Does this need budget approval?” is Yes, require “Estimated budget”.
  • When “Priority” is Urgent, require “Reason for urgency”.

Questions about this shared form

Is this the same as a Marketing Campaign Brief?

No. A Marketing Campaign Brief is a deeper planning document for a full campaign. This form is the front door for smaller, everyday requests from other teams that still need a deadline and enough context to plan.

What if the request is for paid advertising specifically?

Route it to the Ad Creative Request instead once it's confirmed — that form asks for targeting and platform details this one doesn't collect.

Should every department use this same form?

Yes, that's the point — a single, consistent intake makes it far easier to compare and prioritise requests coming from sales, HR, or operations against each other.

Can this replace an approval process for press materials?

No, route anything involving public statements or media through the Press Release Approval Form, which adds the sign-off step this form doesn't include.

Is the Marketing Request Form template free to use?

Yes. You can preview and test Marketing Request 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 Marketing Request Form template ask for?

It asks 15 questions across 1 page, 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 Marketing Request 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?

3 conditional rules ship with the template: Features conditional validation: if “Is this tied to a launch or deadline?” is Yes, “What is it tied to” becomes mandatory before the form can be sent. Features conditional validation: if “Does this need budget approval?” is Yes, “Estimated budget” becomes mandatory before the form can be sent. Features conditional validation: if “Priority” is Urgent, “Reason for urgency” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Marketing Request 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 Marketing Request 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.

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