Marketing Campaign Brief Templates

Version 2

    Here are a couple campaign request form templates that were developed to capture all the information needed to build a webinar program in Marketo. I build a lot of these one-off programs and was finding myself spending too much time tracking down information from various people.

     

    The attachments are as follows:

    • Campaign Request Form - External (used when campaigns originate from a department outside of marketing (ex. Sales))
    • Campaign Request Form - Internal (used when campaigns originate from a member of the marketing team)

     

    Campaign Request Form - External

    • First tab: this is the tab that the campaign originator will complete
    • Second tab: this is an example of what a completed webinar campaign request form will look like
    • Third tab: this is an example of what a completed email campaign request form will look like

     

    Campaign Request Form - Internal

    • First tab: this is the tab that the marketing team member will complete to originate the campaign
    • Second tab: this tab contains the appropriate tokens used for emails/landing pages
    • Third tab: this tab contains the appropriate information for GoToWebinar
    • Fourth tab: this tab contains information need to post a portal ad

     

    The additional campaign tabs are added to the external request form once received by the marketing team.

     

    We also use a Google form for some project requests. That may be an option too!