Campaigns · free template

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.

A ready-to-use marketing & agency form for small teams who need a reliable intake process: 15 questions, 1 page, 3 conditional rules.

Questions
15
Pages
1
Layouts
classic · card
Time to complete
≈ 6 min
Conditional rules
3
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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.

Submit a marketing request

Is this tied to a launch or deadline?
Assets you can provide
Does this need budget approval?

You must accept before submitting.

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 Request 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 1 screen.
  • 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 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 3 questions until they are relevant — shorter forms convert better than long ones.
  • 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 Marketing Request 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. 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.
  5. 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 — 3 conditional rules ship with it.

  • Features conditional validation: if “Is this tied to a launch or deadline?” is Yes, “What is it tied to” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Does this need budget approval?” is Yes, “Estimated budget” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Priority” is Urgent, “Reason for urgency” 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.

About this template

Marketing teams lose more time chasing missing details than actually producing the work, and most of that comes from requests that arrive as a two-line email. This form fixes the intake, not the output — it asks what's needed, by when, whether it's tied to a launch, what assets already exist, and whether budget has been cleared, so a marketer can triage the request the moment it lands rather than starting a back-and-forth. The request-type dropdown covers the common categories — social, email, print or digital ads, landing pages, event promotion — without forcing an exact match, since 'Other' with a description covers anything unusual. A priority field lets requesters flag urgency themselves, but an urgent flag requires a reason, which discourages every request from being marked urgent by default. Asset checkboxes tell the team whether they're starting from photos and copy or from nothing at all, which changes the timeline more than almost any other factor. None of this replaces a real creative brief for bigger campaigns — it's meant to catch the day-to-day requests that would otherwise arrive as a Slack message with no deadline and no context attached.

What this form asks

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

Marketing request

  • Your namerequired
  • Email addressrequired
  • Department or teamrequired
  • Request typerequired
  • Campaign or project namerequired
  • Needed by daterequired
  • Is this tied to a launch or deadline?required
  • What is it tied to
  • Describe what you needrequired
  • Assets you can provide
  • Does this need budget approval?required
  • Estimated budget
  • Priorityrequired
  • Reason for urgency
  • Agreementrequired

15 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Is this tied to a launch or deadline?”

  • Makes answers required

    If “Is this tied to a launch or deadline?” is Yes, “What is it tied to” becomes required before the form can be submitted.

Driven by “Does this need budget approval?”

  • Makes answers required

    If “Does this need budget approval?” is Yes, “Estimated budget” becomes required before the form can be submitted.

Driven by “Priority”

  • Makes answers required

    If “Priority” is Urgent, “Reason for urgency” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Make urgency cost something

    Requiring a reason for 'Urgent' priority stops every request from defaulting to the top of the queue.

  2. 2

    Ask about assets up front

    Knowing whether photos and copy already exist changes a realistic timeline more than almost any other field.

  3. 3

    Tie requests to real dates

    A launch or deadline question separates genuinely time-bound work from requests with a soft, movable due date.

  4. 4

    Route budget questions early

    Flagging budget approval at intake avoids starting creative work that stalls later waiting on sign-off.

Mistakes to avoid

  • Accepting requests by email or chat with no deadline, so nothing can be prioritised against anything else.
  • Letting every request default to 'Urgent' because there's no cost to marking it that way.
  • Starting design work before confirming whether budget approval is actually in place.

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

Triage new requests against your current workload within one business day, and confirm the timeline back to the requester in writing.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

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

Frequently asked questions

Is this the same as a Marketing Campaign Brief?

No. A Marketing Campaign Brief is a deeper planning document for a full campaign. This form is the front door for smaller, everyday requests from other teams that still need a deadline and enough context to plan.

What if the request is for paid advertising specifically?

Route it to the Ad Creative Request instead once it's confirmed — that form asks for targeting and platform details this one doesn't collect.

Should every department use this same form?

Yes, that's the point — a single, consistent intake makes it far easier to compare and prioritise requests coming from sales, HR, or operations against each other.

Can this replace an approval process for press materials?

No, route anything involving public statements or media through the Press Release Approval Form, which adds the sign-off step this form doesn't include.

Is the Marketing Request Form template free to use?

Yes. You can preview and test Marketing Request 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 Marketing Request Form template ask for?

It asks 15 questions across 1 page, 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 Marketing Request 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 conditional validation: if “Is this tied to a launch or deadline?” is Yes, “What is it tied to” becomes mandatory before the form can be sent. Features conditional validation: if “Does this need budget approval?” is Yes, “Estimated budget” becomes mandatory before the form can be sent. Features conditional validation: if “Priority” is Urgent, “Reason for urgency” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Marketing Request 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 Marketing Request 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.

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