Media Buying Brief — shared by the community
Marta K. shared this 15-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: 15 questions, 3 pages, 2 conditional rules.
- Shared by
- Marta K. · Practice manager
- Questions
- 15
- Replies
- 13
- Copies taken
- 406
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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 — Set the Buying Boundaries
Every question on this page is currently visible.
Works for you? Take Marta K.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Media Buying 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 15 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.
- 13 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 allows multiple selections without free text.
- It captures a numeric value you can filter and sort on.
- 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 Media Buying Brief 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.
- 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.
- 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 — 2 conditional rules ship with it.
- Features advanced show logic: if “Measurement Readiness” is Setup or validation needed, the form dynamically exposes “Tracking Gaps and Owner”. Otherwise that question never appears.
- Features advanced show logic: if “Buying Approach” is Direct or reserved inventory included, the form dynamically exposes “Inventory Commitments”. 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 — Set the Buying Boundaries
- Campaign Namerequired
- Budget Owner Emailrequired
- Primary Objectiverequired
- Primary Success Measurerequired
- Working Media Budgetrequired
Page 2 — Define Reach and Restrictions
- Budget Currencyrequired
- Flight Windowrequired
- Eligible Marketsrequired
- Requested Channelsrequired
- Audience Definitionrequired
- Placement and Audience Exclusionsrequired
Page 3 — Check Buying Readiness
- Measurement Readinessrequired
- Tracking Gaps and Owner
- Buying Approachrequired
- Inventory Commitments
Conditional logic in this build
- When “Measurement Readiness” is Setup or validation needed, show “Tracking Gaps and Owner”.
- When “Buying Approach” is Direct or reserved inventory included, show “Inventory Commitments”.
Questions about this shared form
How is this different from a Marketing Campaign Brief?
A Marketing Campaign Brief establishes the campaign strategy, message, and deliverables. This form narrows the handoff to paid distribution: spend, markets, inventory constraints, and measurement.
Should we specify a budget for every channel?
Not unless allocations are already fixed. Give the buyer one working media ceiling and let them propose the split; record any mandatory inventory costs separately.
Can we submit the brief before tracking is ready?
Yes, for planning. Select Setup or validation needed and identify the gaps and owners. Submission does not mean the campaign is cleared to launch.
Where should ad assets and specifications go?
Use an Ad Creative Request for asset production once placement requirements are known. Keep this brief focused on buying decisions rather than scripts, copy variations, or design feedback.
Is the Media Buying Brief template free to use?
Yes. You can preview and test Media Buying 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 Media Buying Brief template ask for?
It asks 15 questions across 3 pages, 13 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 Media Buying Brief 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 “Measurement Readiness” is Setup or validation needed, the form dynamically exposes “Tracking Gaps and Owner”. Otherwise that question never appears. Features advanced show logic: if “Buying Approach” is Direct or reserved inventory included, the form dynamically exposes “Inventory Commitments”. 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 Media Buying 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 Media Buying 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.
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