Classic form
Marketing request form that starts with the objective
A marketing request form tells the marketing team what kind of work is needed, what it should achieve, who it is for, the one message that matters, when, with what budget and who approves it. This agency version asks what should change because of the work before anything about format.
The form itself
A static copy of the finished form, exactly as it renders. Nothing here can be filled in or submitted, so read it as a reference and build your own from the button above.
Every field, and what it collects
The complete field list, in the order respondents meet it.
- What do you need?Multiple choiceRequired
- Options: Email campaign · Social posts · Event promotion · Website update · Printed material · Paid ads
- What should change because of this?Long textRequired
- Who is it for?Short textRequired
- The one message they must take awayLong textRequired
- DeadlineDateRequired
- Budget, $Number
- Assets you already haveFile upload
- Photos, logos or a previous campaign as images or PDFs.
- ApproverDropdownRequired
- Options: Head of client services · Head of events · Managing director
What each field on this form collects
A checklist of six channels records what is needed. Three required text fields follow: what should change because of the work, who it is for, and the one message they must take away. The deadline and budget share a row. An upload takes existing assets, and a dropdown names the approver.
Objective before output
Most internal marketing requests arrive as an output, such as a request for a flyer. The useful question is what should happen because of it. The second field asks exactly that, with a placeholder that is a number and a group of people. The American Marketing Association defines marketing in terms of creating and delivering value to customers, and a request that names the change it wants lets the team choose the channel that delivers it, which may not be the flyer at all.
One message, one approver
Campaigns fail when they try to say everything. The key message field asks for the one thing the audience must take away, in the requester's words. The approver dropdown solves the other common failure, a campaign that changes direction because a new person sees it late. If the request involves emails to customers, Australian businesses must also follow the Spam Act rules on consent and unsubscribing, which ACMA explains; the marketing team checks that before any email is sent.
How to adapt this form
A university adds the faculty and the student group. A franchise adds the store and whether the request needs head office brand approval. A charity adds the appeal and whether donor data will be used. A business with several brands adds a brand dropdown, so the team uses the right colours, voice and logo, and a question on whether legal review is needed for offers and competitions.
What makes this form work
What should change
The objective is a required box with a measurable example. The marketing team plans for an outcome, and can later report whether it happened.
One message
The one message field limits the brief to the single idea that matters. Every channel then carries the same message.
Approver named up front
A required approver from three roles. The person who signs off is known from the start, so the work does not change course late.
Questions people ask
What should a marketing request form ask?
What is needed, what it should achieve, who it is for, the key message, the deadline, the budget, any existing assets and who approves it. Asking for the objective first helps the marketing team suggest the right channel rather than just producing what was asked for.
How far ahead should marketing requests be made?
It depends on the work. A social post may take days, a multi channel campaign several weeks, and printed material needs time for printing and delivery. State lead times on the form or in the intro so requesters plan ahead.
Does an email campaign need consent?
In Australia, commercial emails need the recipient's consent, must identify the sender and must include a working way to unsubscribe, under the Spam Act. ACMA explains the rules. Check consent before sending any campaign that comes from a request like this.
Can requesters see the status of their request?
The form does not track status. The thank you screen says the marketing lead reviews requests twice a week. A webhook can post each request into a project tool where status is tracked, so the requester can follow it there instead of asking.
Why ask for a budget on an internal request?
Paid ads, printing and photography cost money, and knowing the budget early changes the plan. The field is optional, because many requests use only the team's time. A blank budget tells the team to plan for no spend, which rules out paid ads and printing from the start.
Who should approve marketing work?
One named person who owns the objective, usually the requester's manager or the head of the area. Fewer approvers means faster work. This form asks for the approver in the request, so the marketing team knows whose sign off counts.
What makes a good marketing objective?
A change you can count, in a group of people, by a date, such as 40 more workshop bookings from past clients by March. It tells the team what success looks like and lets them pick the cheapest channel that can get there. Avoid objectives that only describe activity, such as raise awareness, unless awareness can be measured.
Build your own in about a minute
The button below opens the generator with this use case already described. Change the wording to match your own, generate, then edit anything you like.
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Want the steps in the builder? Read Generate a request form, then Review requests as a list. For everything this generator can do, see the form maker.
Sources
Written and checked by the OneCraft team. Last checked .