Campaign intake.
From request to clear brief.
Help stakeholders submit campaign requests with the context your marketing team needs to plan work. Keep campaign goals, audiences, channels, timelines, and creative references connected to the request.
Discuss marketingStart with the request.
Shape it for the work.
Configure an intake offering for your campaign types and internal request process. Add custom questions for your channels, deliverables, approval requirements, and planning constraints.
- Campaign intake
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Requesting team and campaign owner
- Objective, audience, and key message
- Channels, deliverables, and launch dates
- Budget range, dependencies, and success measures
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Campaign brief and creative references
- Brand guidelines or existing assets
- Channel specifications or media plans
- Other supporting files for the campaign
A review path
your team can follow.
Route the request to the people who assess priority, scope, and channel requirements. Ask for missing details in context and record the agreed next step with the application.
- 01Submit the campaign request
- 02Share the brief and reference assets
- 03Review scope, timing, and requirements
- 04Clarify the brief and record the next step
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how marketing applications, documents, and review could fit your process.