Marketing Request Form Template

What is a marketing request form?

A marketing request form is an online form that collects detailed information from clients or team members regarding their marketing needs, objectives, and preferences. This form helps streamline communication, clarify expectations, and ensure efficient delivery of marketing projects and campaigns.

Important fields to include in a marketing request form

Here are some key fields that you can include in your marketing request form. You can customize these fields according to your specific needs.

Field Name	Why to Collect	Compulsory/Optional	Input Type
Full name	To address the requester properly	Compulsory	Text
Email address	To communicate with the requester and send updates	Compulsory	Email
Mobile number	To contact the requester via phone if needed	Optional	Phone number
Offline/online marketing	To understand the type of marketing assistance needed	Compulsory	Dropdown
Objective of request	To tailor the marketing strategy towards the desired outcome	Compulsory	Dropdown
Target audience	To determine the appropriate messaging and targeting for the campaign	Compulsory	Text
Specific services required	To provide the services requested by the requester	Compulsory	Dropdown
Campaign start date	To plan and schedule the campaign effectively	Compulsory	Date selector
Estimated budget	To understand the financial scope of the request	Optional	Text
Additional notes	To capture any specific requirements or details not covered in other fields	Optional	Text
Examples/references	To gain inspiration or better understand the requester's vision	Optional	Text

How can I create a marketing request form?

You can create a marketing request form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send a marketing request form in an email?

Before we get into the how, let’s understand the why.

Why should you send this form in an email?

Inserting your marketing request form in your emails allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc., increasing the number of submissions.

For example, Allround saw a 28% increase in responses on their feedback forms by emailing them using Mailmodo.

Now, let’s come to the how.

If you want to send this marketing request form in an email, you can use Mailmodo. Mailmodo is an all-in-one interactive email marketing platform that lets you create and send such interactive forms in email without any coding. Here’s an interactive demo to get you started.

How to increase submissions for your marketing request form

You can increase the submissions of your marketing request form by making them user-centric and easy to complete. We’ve created an exclusive guide that discusses 12 things you can do to increase form submissions.