Templates / Marketing requests
Free template · Marketing
Marketing request form template
Store managers and coworkers ask for a flyer, a post or a website change with a brief and a deadline. Whoever does marketing reviews it, drafts it, gets approval and publishes it.
Free during the pilot · Change any field or step
The steps
- Review brief · BriefAsk questions and agree on the plan.
- Draft · MakingCreate the first version.
- Approval · MakingThe requester approves it.
- Published · Published (closed)It's live.
What your team tracks
- Budget · Money
These stay on the ticket for your team; requesters don't see them on the form.
Marketing requests
Your logo and colors go here
- What do you need?Social postFlyerEmailWebsite updateOther
- Publish byDate
- Brief *Long text
Who it's for
The one person who does marketing
Requests from everyone else, in one list with deadlines.
Multi-location businesses
Each store asks for what it needs without a dozen emails.
Agencies and freelancers
A front door for client requests.
Tips for using it
Require a brief
It's required in the template: no more "can you make a flyer?" with nothing else.
Sort by Publish by
Work on what's due first.
Approval is a step
The requester approves the draft before it's published.
Attach the final file
Keep the final flyer or post on the ticket for next time.
Questions
What should a marketing request form ask?+
What's needed (post, flyer, email, website), the deadline and a brief: audience, message and any details.
Can requesters approve drafts?+
Yes. The template has an Approval step for the requester.
Can I track a campaign with several pieces?+
Use a project for multi-piece campaigns, and this stack for one-off requests.
Learn more
- How-toHow to manage marketing requests from the rest of the businessGive store managers and coworkers one way to ask for flyers, posts, emails and website updates, with a brief and a deadline, from review to approval to published.
- BlogPlan a remodel or a store opening without another app: projects and Gantt charts
- BlogShared to-do list or request tracker? When your team outgrows Google Tasks
- BlogStop using your inbox as a to-do list: turn request emails into tickets
- FeatureProjects and Gantt chartsTasks, sub-tasks and dates on a Gantt chart, where every task is a real ticket.
- FeatureYour own fields, steps and rulesStacks with the fields, steps, rules and automatic emails each kind of work needs.
- FeatureWeb forms and QR codesA branded form for each kind of request: link it, embed it or print it as a QR code.
See how it works, step by step
- Help articleWeb formsGive a stack a public request form, so customers and coworkers can ask without an account and every request lands as a ticket.
- Help articleComments and @mentionsKeep the conversation on the ticket, pull people in with @, and choose what the requester sees.
- Help articleProjects and Gantt chartsPlan a project from start to finish: tasks and sub-tasks with start and end dates, on a Gantt chart, a list or a calendar.
More templates
Start with the marketing requests template
Free while we build TicketStacker with a small group of businesses.