Marketing & Agency form templates

Campaign briefs, client onboarding, content requests and reporting sign-off.

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Showing 1–8 of 8 templates · sorted by best match

Campaigns
Marketing Request Form
Let any team submit a marketing request with the deadline, assets already on hand, priority level and budget approval status marketing needs to plan work.
Classic form
15 fields
Short form — 15 questions on a single page.
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Campaigns
Marketing Budget Request
Give approvers a clear view of the spend, expected outcome, and trade-offs behind your marketing budget request before anyone commits to campaign costs.
Classic form
15 fields
3 pages
Short form — 15 questions across 3 pages.
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Campaigns
Ad Creative Request
Request paid ad creative: platform and placements, sizes and specs, the offer and headline direction, assets, spend, launch date and approvals.
Classic form
24 fields
2 pages
Medium length — 24 questions across 2 pages.
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Campaigns
Marketing Campaign Brief
Three-page campaign brief: the audience and the offer, the measurable result wanted, channels and budget, assets and approvals, and the dates that fix it.
Classic form
35 fields
3 pages
Medium length — 35 questions across 3 pages.
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Campaigns
Press Release Approval Form
Route each press release through a clear review, capture edits and quote permissions, and record approval against the exact draft before publication.
Classic form
15 fields
3 pages
Short form — 15 questions across 3 pages.
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Campaigns
Case Study Consent
Customer consent for a case study: what may be named and quoted, results that can be published, logo and image use, review rights and how to withdraw.
Classic form
26 fields
2 pages
Medium length — 26 questions across 2 pages.
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Campaigns
Affiliate Application
Find affiliate partners who fit your audience by reviewing their channels, promotional plans, and disclosure approach before you approve program access.
Classic form
13 fields
2 pages
Short form — 13 questions across 2 pages.
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Campaigns
Email Campaign QA Checklist
Catch broken links, wrong audiences, rendering issues, and missing tracking before an email goes out, with clear evidence and a named release approver.
Classic form
14 fields
3 pages
Short form — 14 questions across 3 pages.
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