Campaigns · free template

Co-Marketing Proposal Form

Pitch a joint campaign with clear audience fit, shared goals, partner contributions, and launch timing so your team can assess the opportunity quickly.

A ready-to-use marketing & agency form for small teams who need a reliable intake process: 14 questions, 3 pages, 2 conditional rules.

Questions
14
Pages
3
Layouts
classic · card
Time to complete
≈ 9 min
Conditional rules
2
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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 — Partner and Audience Fit

Propose a Joint Campaign

Describe roles, interests, regions, and relevant channels. Explain the connection to our audience rather than listing follower counts alone.

Every question on this page is currently visible.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Co-Marketing Proposal 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 14 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.

  • 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 accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • 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.

  1. 1Press “Use this template” — a fresh copy of Co-Marketing Proposal 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 — 2 conditional rules ship with it.

  • Features advanced show logic: if “Supporting Materials” is Materials available, the form dynamically exposes “Upload Supporting Materials”. Otherwise that question never appears.
  • Features advanced show logic: if “Lead Follow-Up Approach” is Shared follow-up proposed, the form dynamically exposes “Shared Follow-Up Plan”. 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.

About this template

A useful co-marketing proposal explains why two organizations should work together—not just why one wants access to the other's audience. Use this form before scheduling a planning call, while the campaign is still a proposal rather than an agreed commitment. Ask partners to describe the audience they can actually reach and what makes that audience relevant to the proposed campaign. A focused segment and a credible distribution channel are more useful than a broad claim about reach. Keep contributions separate from requests: a partner offering a speaker and one newsletter placement is making a different proposal from a partner offering production, promotion, and follow-up. Assign one reviewer to assess audience fit, reciprocal effort, and whether the proposed launch window is feasible. Review the success measure alongside the campaign format; webinar registrations, content downloads, and qualified conversations call for different delivery plans. Where shared lead follow-up is proposed, use the additional field to surface ownership and permission questions before anyone builds a registration page. Treat uploaded materials as optional supporting context, not a substitute for clear answers. Advance promising submissions to a scoping call, request specific missing information from incomplete proposals, and move approved ideas into a campaign brief with named owners.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Partner and Audience Fit

  • Organization Namerequired
  • Proposal Contactrequired
  • Work Emailrequired
  • Audience Fitrequired

Page 2 — Campaign and Contributions

  • Campaign Formatrequired
  • Campaign Conceptrequired
  • Your Contributionsrequired
  • Requested Partner Contributionsrequired
  • Primary Success Measurerequired
  • Preferred Launch Date

Page 3 — Materials and Follow-Up

  • Supporting Materialsrequired
  • Upload Supporting Materials
  • Lead Follow-Up Approachrequired
  • Shared Follow-Up Plan

14 questions in total.

Example: A Joint Workshop Proposal

The fictional company Mosslane Studio proposes a practical webinar for small content teams.

Organization Name
Mosslane Studio
Campaign Format
Joint webinar
Audience Fit
Our newsletter reaches content leads at small software teams who need repeatable editorial workflows; your planning tools address the same day-to-day problem.
Your Contributions
Confirmed: one workshop facilitator, a draft worksheet, two newsletter placements, and webinar hosting.
Requested Partner Contributions
One speaker, worksheet review, one newsletter placement, and a shared rehearsal.
Primary Success Measure
Target 80 live attendees, measured in the host platform's attendance report and reviewed together after the event.

How the form changes as it's filled in

This template ships with 2 conditional rules, grouped into 2 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Supporting Materials”

  • Reveals questions

    If “Supporting Materials” is Materials available, the form reveals “Upload Supporting Materials”.

Driven by “Lead Follow-Up Approach”

  • Reveals questions

    If “Lead Follow-Up Approach” is Shared follow-up proposed, the form reveals “Shared Follow-Up Plan”.

Set it up step by step

  1. 1

    Define audience fit before inviting proposals

    Add your priority audience segments to the Audience Fit help text. Ask submitters to name an actual distribution channel so reviewers can distinguish relevant access from broad reach.

  2. 2

    Compare offers with requests

    Review Your Contributions and Requested Partner Contributions side by side. Flag proposals that leave production, promotion, or approvals entirely to your team without acknowledging that effort.

  3. 3

    Test the conditional paths

    Select Materials available and Shared follow-up proposed in preview. Confirm that the upload and follow-up fields appear only on their matching paths and remain optional.

  4. 4

    Route proposals to one decision owner

    Give a partner marketing owner responsibility for the first review. Ask them to record a decision to advance, clarify, or decline before involving channel owners in detailed planning.

Mistakes to avoid

  • Treating a large audience as evidence of fit without asking which segment would benefit from the campaign.
  • Accepting vague promises to promote instead of naming channels, deliverables, and the team responsible.
  • Assuming co-branding includes permission to exchange contacts or conduct shared follow-up.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Review audience fit, reciprocal effort, and launch feasibility, then send a decision or a focused clarification request. For accepted proposals, schedule a scoping call and create a campaign brief with confirmed owners and deliverables.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the co-marketing proposal form, matched on the words people actually search for.

Frequently asked questions

How is this different from a campaign brief?

This form helps decide whether a partnership is worth pursuing. Use Marketing Campaign Brief after acceptance to document the agreed scope, delivery schedule, channel plan, and owners.

Should partners need a finished deck to submit?

No. Keep the upload optional and require clear written answers instead. A concise concept with credible contributions is enough for an initial review.

Can we use this for newsletter exchanges as well as webinars?

Yes. Campaign Format identifies the main activity, while the contribution fields capture the specific placements or production work. Evaluate success against that format rather than applying the same target to every proposal.

Does a shared follow-up proposal authorize contact sharing?

No. It only flags a planning requirement. Before launch, confirm collection responsibilities, participant-facing choices, access, and follow-up ownership through your organization's review process.

Is the Co-Marketing Proposal Form template free to use?

Yes. You can preview and test Co-Marketing Proposal 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 Co-Marketing Proposal Form template ask for?

It asks 14 questions across 3 pages, 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 Co-Marketing Proposal 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?

2 conditional rules ship with the template: Features advanced show logic: if “Supporting Materials” is Materials available, the form dynamically exposes “Upload Supporting Materials”. Otherwise that question never appears. Features advanced show logic: if “Lead Follow-Up Approach” is Shared follow-up proposed, the form dynamically exposes “Shared Follow-Up Plan”. 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 Co-Marketing Proposal 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 Co-Marketing Proposal 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.

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