Campaigns · free template

Social Content Request

One-screen request for a social post: the platform, the single message, the link and call to action, the assets to use, the publish date and the approver.

A ready-to-use marketing & agency form for small teams who need a reliable intake process: 16 questions, 1 page, 4 conditional rules.

Questions
16
Pages
1
Layouts
card · classic
Time to complete
≈ 3 min
Conditional rules
4
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Live preview and test console

This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.

One post, one message

Platforms
Is anything required word for word?
Do assets exist?
Is the date tied to something happening?
Will comments need expert monitoring?

4 questions are hidden by conditional logic right now — change an answer above to reveal them.

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

Social Content Request 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 16 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 accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • It allows multiple selections without free text.
  • Conditional logic hides 4 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 Social Content Request 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 advanced show logic: if “Do assets exist?” is No, they need making, the form dynamically exposes “What needs making”. Otherwise that question never appears.
  • Features advanced show logic: if “Do assets exist?” is Yes, attached or linked, the form dynamically exposes “Attach images or video”. Otherwise that question never appears.
  • Features advanced show logic: if “Is anything required word for word?” is Yes, the form dynamically exposes “The exact wording required”. Otherwise that question never appears.
  • Features advanced show logic: if “Is the date tied to something happening?” is Yes, the form dynamically exposes “What it is tied to”. Otherwise that question never appears.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Social teams drown in requests that arrive as a sentence in chat and take four replies to become postable. This single screen gets a request to postable in one pass. It asks who is requesting and for which brand or account, the platforms wanted, and the one thing the post has to say, limited deliberately to a single message because posts that carry three messages carry none. It asks for the link and the exact call to action, whether anything must be quoted word for word such as a price, a date or a legal line, and whether assets exist or need making. Timing is handled properly: a publish date, whether it is tied to something happening that day, and whether it can be scheduled or must go out live. Two questions save the most time — who signs it off, and whether comments need monitoring by someone with subject knowledge, which is how a product launch post avoids sitting unanswered under twenty questions.

What this form asks

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

Content request

  • Requested byrequired
  • Brand or accountrequired
  • Platformsrequired
  • The one thing this post has to sayrequired
  • Link to include
  • Call to actionrequired
  • Is anything required word for word?required
  • The exact wording required
  • Do assets exist?required
  • What needs making
  • Attach images or video
  • Publish daterequired
  • Is the date tied to something happening?required
  • What it is tied to
  • Who signs it offrequired
  • Will comments need expert monitoring?required

16 questions in total.

Example of a completed social media content request form

Shows how a single post might be briefed, from the one thing it needs to say to who signs it off.

Requested by
Ivy Sanderson
Brand or account
Larkspur Home Goods
Platforms
Instagram, Facebook
The one thing this post has to say
The spring collection is now available
Call to action
Shop the new collection
Publish date
2026-04-01
Who signs it off
Marketing manager, Chloe Barnes

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 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Do assets exist?”

  • Reveals questions

    If “Do assets exist?” is No, they need making, the form reveals “What needs making”.

  • Reveals questions

    If “Do assets exist?” is Yes, attached or linked, the form reveals “Attach images or video”.

Driven by “Is anything required word for word?”

  • Reveals questions

    If “Is anything required word for word?” is Yes, the form reveals “The exact wording required”.

Driven by “Is the date tied to something happening?”

  • Reveals questions

    If “Is the date tied to something happening?” is Yes, the form reveals “What it is tied to”.

Set it up step by step

  1. 1

    Make it the only way in

    Point every chat request at this form. One screen is a low enough bar that people stop sending sentences instead.

  2. 2

    Hold the one-message rule

    Send back requests with three messages as three requests; it is faster than writing a post that tries to do all of them.

  3. 3

    Batch by platform

    Because the platforms are captured as checkboxes, a week of requests can be planned per channel rather than one at a time.

  4. 4

    Flag comment monitoring early

    Knowing a post needs an expert watching replies changes when it is scheduled, not just who writes it.

Mistakes to avoid

  • Accepting requests with no call to action, which produces posts nobody can measure.
  • Letting exact wording arrive after the post is drafted, causing a second round for a price or a date.
  • Scheduling launch posts without anyone on hand to answer questions in the comments.

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

Draft, get the named sign-off, schedule for the publish date, and report engagement and clicks against the campaign brief this supports.

Works in both layouts

Browse card templatesBrowse classic templates

Forms that overlap this one

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

Frequently asked questions

How is this different from a quick creative brief?

A creative brief covers a piece of design work. This is one social post: platform, single message, link, call to action and a publish date.

Can one request cover a whole series?

Better not to. One request per post keeps sign-off and dates unambiguous; use the campaign brief to hold the series together.

Why limit it to one message?

Because posts carrying several messages perform worse and take longer to approve. The limit is the most useful constraint on the form.

Does it work for paid posts?

Use the ad creative request for anything with media spend, since that needs formats, budget and targeting this form deliberately leaves out.

Is the Social Content Request template free to use?

Yes. You can preview and test Social Content Request 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 Social Content Request template ask for?

It asks 16 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 Social Content Request form after copying it?

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

4 conditional rules ship with the template: Features advanced show logic: if “Do assets exist?” is No, they need making, the form dynamically exposes “What needs making”. Otherwise that question never appears. Features advanced show logic: if “Do assets exist?” is Yes, attached or linked, the form dynamically exposes “Attach images or video”. Otherwise that question never appears. Features advanced show logic: if “Is anything required word for word?” is Yes, the form dynamically exposes “The exact wording required”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Social Content Request 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 Social Content Request 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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