Campaigns · free template

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.

A ready-to-use marketing & agency form for small teams who need a reliable intake process: 35 questions, 3 pages, 4 conditional rules.

Questions
35
Pages
3
Layouts
classic
Time to complete
≈ 15 min
Conditional rules
4
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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.

Page 1 of 3 — Audience and offer

Who is this for, and what are we offering them?

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

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

Marketing Campaign 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 35 questions across 3 screens.

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.

  • 21 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.
  • It allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 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.

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 Campaign Brief 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 — 4 conditional rules ship with it.

  • Features conditional validation: if “Is there an existing baseline for this metric?” is Yes, “Current baseline figure” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Does anything need legal or regulatory review?” is Yes, “What needs reviewing, and by whom” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is the launch date fixed?” is Yes, tied to an event or deadline, “What the date is tied to” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Are assets available to use?” is No, everything must be made, “What has to be produced” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Campaigns fail at the brief far more often than at the execution, usually because nobody wrote down who it is for or what number it has to move. This three-page form asks those two things before anything creative. The first page covers the commercial reality: the product or service being promoted, the specific audience described as people rather than a segment name, what they currently do instead, the offer, and what makes it worth their attention now. The second page is measurement and reach: the one result that matters most, the current baseline, the target, how it will be measured, channels in play, budget split between media and production, and any geography or language requirement. The third page is delivery: launch and end dates, what already exists to use, what has to be made, brand and legal constraints, who approves creative, who approves spend, how many rounds of review to expect, and what would count as failure. That last question saves more campaigns than any other, because it surfaces disagreement while there is still time.

What this form asks

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

Page 1 — Audience and offer

  • Campaign namerequired
  • Company or brandrequired
  • What is being promotedrequired
  • Who it is for, described as peoplerequired
  • What they do instead todayrequired
  • The offerrequired
  • Why it deserves attention now
  • Main competitor to be aware of
  • Brief written byrequired
  • Contact emailrequired

Page 2 — Result and reach

  • The one result that matters mostrequired
  • Is there an existing baseline for this metric?required
  • Current baseline figure
  • Target figurerequired
  • How it will be measuredrequired
  • Channels in playrequired
  • Media budgetrequired
  • Production budget
  • Countries or regions
  • Languages needed
  • Anything that must not be done

Page 3 — Assets, approvals and dates

  • Launch daterequired
  • End date
  • Is the launch date fixed?required
  • What the date is tied to
  • Are assets available to use?required
  • What has to be produced
  • Where brand guidelines live
  • Does anything need legal or regulatory review?required
  • What needs reviewing, and by whom
  • Who approves creativerequired
  • Who approves spendrequired
  • Rounds of review expected
  • What would count as failurerequired
  • Attach guidelines, past results or assets

35 questions in total.

Example of a completed marketing campaign brief form

Shows the level of detail an agency needs before it can start work on a campaign.

Campaign name
Spring Refresh Launch
Company or brand
Larkspur Home Goods
What is being promoted
New spring homeware collection
Who it is for, described as people
Homeowners aged 30-55 who shop for seasonal decor online
The offer
15% off the collection for the first two weeks
The one result that matters most
Online sales of the new collection
Target figure
500
Media budget
12000
Launch date
2026-04-01

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Is there an existing baseline for this metric?”

  • Makes answers required

    If “Is there an existing baseline for this metric?” is Yes, “Current baseline figure” becomes required before the form can be submitted.

Driven by “Does anything need legal or regulatory review?”

  • Makes answers required

    If “Does anything need legal or regulatory review?” is Yes, “What needs reviewing, and by whom” becomes required before the form can be submitted.

Driven by “Is the launch date fixed?”

  • Makes answers required

    If “Is the launch date fixed?” is Yes, tied to an event or deadline, “What the date is tied to” becomes required before the form can be submitted.

Driven by “Are assets available to use?”

  • Makes answers required

    If “Are assets available to use?” is No, everything must be made, “What has to be produced” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Refuse briefs with no number

    If the result field says 'awareness', ask what would change if awareness improved. The brief is not ready until that is answerable.

  2. 2

    Get both approvers named

    Creative approval and spend approval are usually different people, and campaigns stall when only one was identified.

  3. 3

    Ask what failure looks like

    Reading that answer back at kickoff surfaces disagreement between stakeholders while it is still cheap to resolve.

  4. 4

    Split media from production

    One combined budget hides the fact that half of it is being spent on making the assets rather than reaching anyone.

Mistakes to avoid

  • Describing the audience as a segment name, which gives the creative team nothing to write to.
  • Setting a target with no baseline, so nobody can tell afterwards whether the campaign worked.
  • Discovering the legal review requirement a week before launch, when the creative is already finished.

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

Confirm the brief in writing, break it into creative and content requests, agree the review rounds, and report against the baseline and target recorded here.

Works in this layout

Browse classic templates

Forms that overlap this one

These pages cover the same subject ground as the marketing campaign brief, matched on the words people actually search for.

Frequently asked questions

How is this different from a client project brief?

A project brief scopes a piece of work. A campaign brief is about reaching a specific audience with an offer to move a measurable number by a date.

Is it for agencies or in-house teams?

Both. Agencies send it to clients before scoping; in-house teams use it to make their own requests to a creative team specific.

What if the client has no baseline?

Record that honestly and agree a measurement period before launch, or the campaign will be judged on impressions by default.

Should it include creative direction?

Keep it to constraints and the offer. Execution belongs in the ad creative or content request, once the brief is agreed.

Is the Marketing Campaign Brief template free to use?

Yes. You can preview and test Marketing Campaign 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 Marketing Campaign Brief template ask for?

It asks 35 questions across 3 pages, 21 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 Campaign Brief form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, 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?

4 conditional rules ship with the template: Features conditional validation: if “Is there an existing baseline for this metric?” is Yes, “Current baseline figure” becomes mandatory before the form can be sent. Features conditional validation: if “Does anything need legal or regulatory review?” is Yes, “What needs reviewing, and by whom” becomes mandatory before the form can be sent. Features conditional validation: if “Is the launch date fixed?” is Yes, tied to an event or deadline, “What the date is tied to” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Marketing Campaign 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 Marketing Campaign 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.

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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