Marketing & Agency · community shared

Press Release Approval Form — shared by the community

Yusuf E. 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, 3 pages, 3 conditional rules.

Shared by
Yusuf E. · Recruitment partner
Questions
15
Replies
25
Copies taken
374
See the library version

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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 3Release and Draft

Approve One Specific Release Draft

Copy the headline from the attached draft.

Upload one review-ready PDF or document with a dated version label in its filename.

Any file type up to 50 MB (larger files are rejected) · uploads are saved on the live form

This label must identify the exact file being approved.

Every question on this page is currently visible.

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

Who this template is for

Press Release Approval 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 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.

  • 12 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 3 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.

  1. 1Press “Use this template” — a fresh copy of Press Release Approval 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. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 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.
  6. 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 — 3 conditional rules ship with it.

  • Features advanced show logic: if “Is This Release Embargoed?” is Yes, the form dynamically exposes “Embargo Lift Details”. Otherwise that question never appears.
  • Features advanced show logic: if “Does the Draft Include External Quotes?” is Yes, the form dynamically exposes “Quote Permission Record”. Otherwise that question never appears.
  • Features conditional validation: if “Approval Decision” is Changes Requested, “Required Edits or Decision Notes” 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

Page 1 — Release and Draft

  • Release Ownerrequired
  • Release Owner Emailrequired
  • Release Headlinerequired
  • Draft for Approvalrequired
  • Draft Versionrequired

Page 2 — Timing and Permissions

  • Requested Publication Daterequired
  • Publication Time and Time Zonerequired
  • Is This Release Embargoed?required
  • Embargo Lift Details
  • Does the Draft Include External Quotes?required
  • Quote Permission Record

Page 3 — Reviewer Decision

  • Approval Decisionrequired
  • Required Edits or Decision Notes
  • Final Reviewerrequired
  • Decision Daterequired

Conditional logic in this build

  • WhenIs This Release Embargoed?is Yes, showEmbargo Lift Details”.
  • WhenDoes the Draft Include External Quotes?is Yes, showQuote Permission Record”.
  • WhenApproval Decisionis Changes Requested, requireRequired Edits or Decision Notes”.

Questions about this shared form

Does submitting this form approve the release?

No. Submission records the selected decision. Only Approved, entered by your designated reviewer for the attached draft, should authorize the next publishing step.

Can several departments review the same release?

Yes, but this template records one consolidated decision rather than separate departmental sign-offs. Complete your specialist reviews first, or add distinct reviewer sections if your process needs individual decisions.

What happens if the draft changes after approval?

Keep the original approval record and submit the revised file with a new version label. Do not assume approval carries over to a changed headline, quote, claim, or publication schedule.

How is this different from PR Pitch Submission?

PR Pitch Submission collects an idea or angle for media outreach. This form belongs later in the process, when a complete press release needs a documented decision before distribution.

Is the Press Release Approval Form template free to use?

Yes. You can preview and test Press Release Approval 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 Press Release Approval Form template ask for?

It asks 15 questions across 3 pages, 12 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 Press Release Approval 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 advanced show logic: if “Is This Release Embargoed?” is Yes, the form dynamically exposes “Embargo Lift Details”. Otherwise that question never appears. Features advanced show logic: if “Does the Draft Include External Quotes?” is Yes, the form dynamically exposes “Quote Permission Record”. Otherwise that question never appears. Features conditional validation: if “Approval Decision” is Changes Requested, “Required Edits or Decision Notes” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Press Release Approval 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 Press Release Approval 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.