Marketing Requests Free Template

Pipefy’s Marketing Requests template will cover your processes from end-to-end, helping you ensure everything runs according to your operation standards in a hassle-free, organized fashion.

Customize and standardize every step of your process from the moment requesters fill in a briefing to your team’s execution. With this template, you can define mandatory information and actions, such as attachments needed to advance your process or setting automatic approval flows. This way, requests are easily submitted, the marketing team consistently meets all requirements and managers have complete visibility from end-to-end.

Use phase forms to involve managers, external clients, and stakeholders in your approval process. When requests are finished and it’s time to report data such as average lead time, requests vs. deliveries, or the number of requests per team member, use Pipefy’s pre-set dashboard to create an effective data visualization.

Creating and delivering great marketing and sales assets start with the way requests are made. Pipefy makes it easy for your internal and external clients to submit their requests and enables your team members to efficiently meet their requirements because they’ll have all the important information at hand. Better, more complete requests reduce re-work for your team.

With this template, you’ll have access to a customizable form that you can either share publicly with clients or internally with other Pipefy users. But, if you want to go the extra mile, you can also create a Portal for different types of requests, or integrate other tools such as SMS, Slack and more to Pipefy.

You can also use a shared inbox to increase visibility over messages sent to and received from external clients. This feature allows you to quickly send messages and standardize your communication flows by using customizable templates. No email should ever be lost or unresponded again!

No matter the channel your stakeholders choose, you’ll always receive briefings and requests in a single place – the Marketing Requests template. And you’ll always be able to request their approval via this same channel.

Marketing teams are unique and so is the way they work. With this template, you’ll be able to define which information and set of actions are required for each step of your process, building an error-proof operation and guaranteeing the quality of execution every time.

Automate manual tasks, like sending email updates and asking for approvals, create conditional fields, set mandatory information, and even ask for attachments. Now, your team can focus on their job’s creative side while following a standard of excellence and achieving great results.

When it comes time to share results and turn insights into actionable items, leverage the pre-built Dashboard that comes with the template to build custom graphs and charts.

From requests vs. deliveries to the number of requests per team member and the type of requests received, keep track of metrics, report them to leadership and find opportunities to improve your operations and your team’s performance.