Marketing Campaign Brief Templates

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!