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Marketing Project Request Form Template

Use this marketing project request form template to simplify project request submission for clients, and data management for your team. With features like file upload, ticket management, and multiple sharing options, the template acts as a starting point for streamlining project execution.

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Features of Marketing Project Request Form Template

Streamline your workflow with marketing project request forms


Benefits of this marketing project request form template

Conversational User Interface

Brand yourself different from your competitors by collecting project requests in a conversational style. Have a dialogue with your client, instead of just asking them to fill in the details. Use GIFs, emojis, pictures, and interactive texts between the fields to connect your client right away!

File Upload Feature

Collect files in the form of PDFs, audio, video, and images using the file upload feature within the form. If they are asking for a creative request, you can ask them to upload design references. For more technical requirements, collect reports, data, and other relevant materials to get complete information about the project.

Integration with Zapier

Connect to over 1000 different applications via Zapier, to create tailored workflows to create PDFs, send requests receive confirmation emails, and automatically schedule a task in calendars. Set up form response as a trigger and connect with project management tools, communication tools, and email marketing software.

Embed of Webpage

Make it easy for your clients to share project details by embedding the form on your website. You can embed it in three ways. Pop-up, inline, and side panel. The builder itself will generate the short code, based on the type of embed you select. Copy the code and paste it into your website backend right away!

Voice Transcription

To collect additional comments or instructions from the clients, you can use voice transcription-enabled open-ended questions. Clients can record their instructions and you can hear them in your dashboard. This promotes clear and transparent communication.

Template Suggestion: Digital Marketing Questionnaire Template


Steps to use this template

Step 1: Customization

Start by customizing the template as per your needs. Modify the form fields, add logic, rearrange them, upload your marketing agency logo on the welcome screen, and brand the form. You can use our AI Wing feature to reframe the content and adjust the tone.

Step 2: Integration

Expand the form’s functionality by integrating it with various tools such as Zapier, Google Sheets, Mailchimp, and more. This step helps automate workflows, enhance data management, and expand your form’s capabilities.

Step 3: Sharing

Use multi-channel sharing options to distribute your form widely. You can share your form via a direct link, QR code, email, SMS, WhatsApp, and other channels, based on the client's preferences.

Step 4: Check Responses

Check the project requests received and prioritize them based of different factors. Use filters to do it. You can also use widgets, graphs, and charts, to understand the market trend industry-wise, based on your clients.

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