Stop receiving incomplete email briefs. This email campaign request form ensures every campaign submission includes the type, send date, audience segment, objectives, call to action, and asset readiness status — giving your email team everything they need to start production without a single follow-up.
Free for non-commercial projects, with unlimited forms and responses.
Last updated
An email campaign request form is the single most effective way to reduce back-and-forth between stakeholders who want emails sent and the team that builds them. Without a structured intake process, email teams spend as much time chasing down missing information as they do actually writing and designing — delaying campaigns and frustrating everyone involved.
This form asks the right questions upfront: what type of email, who receives it, what the campaign should accomplish, what the reader should do, and whether the assets are ready. That last question alone saves hours of production time — knowing whether a requester needs copywriting and design help or just wants their assets built out changes the entire workflow and timeline.
formformform makes it easy to deploy this form internally as your team's official campaign intake channel. Share the link in Slack, embed it in your project management tool's description, or link to it from your email team's wiki page. Every submission creates a timestamped record in your dashboard that you can reference when questions come up later.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
Review the starting questions and choices. You can change them in your own copy.
Jordan Rivera
jordan@company.com
May Product Update Newsletter
All subscribers, VIP customers, Trial users
What is the goal of this email? What do you want recipients to know, feel, or do?
Describe the primary CTA — what should the reader do and where should the button link?
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Requested Send Date” in particular and adapt it to the detail you need.
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Target Audience or List Segment” in particular and adapt it to the detail you need.
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Campaign Objective and Key Messages” in particular and adapt it to the detail you need.
Replace scattered requests with a consistent starting point. The answers help you understand the work, identify gaps and prepare a follow-up. Review “Call to Action” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Is A/B testing needed?” in particular and adapt it to the detail you need.
Replace scattered requests with a consistent starting point. The answers help you understand the work, identify gaps and prepare a follow-up. Review “Are copy and design assets ready, or is design help needed?” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Requested Send Date” in particular and adapt it to the detail you need.
Click 'Use this template' to create a formformform account and start with this brief pre-built.
Customize the email type options to match your organization's campaign taxonomy.
Add a dropdown for 'Requested send time' if your audience spans time zones and timing matters.
Set your email team's notification address so the right person sees each incoming request.
Share the form link with all stakeholders who request email campaigns and document it in your team wiki.
Review submissions and set a 48-hour SLA for acknowledging requests so stakeholders know when to expect confirmation.
it forces requesters to think through timing and gives your team room to flag unrealistic deadlines before production starts.
ask for the button label text and the destination URL, not just a vague description, so your designer doesn't have to guess.
newsletters might go through one approval process while promotional emails go through another.
if your team needs 5 business days to build a campaign, communicate that clearly on the form page so rush requests are the exception, not the rule.
the more specific a requester is here, the less revision cycles you'll go through on the copy.
after each campaign sends, note the actual send date and performance in a linked spreadsheet so the request and results stay connected.
Collects content themes, featured articles, and promotional inserts for a recurring customer newsletter campaign.
Captures discount percentage, sale end date, eligible product categories, and urgency messaging for time-sensitive promotional emails.
Gathers new feature name, target user segment, release date, and in-app deep link for product update announcement emails.
Collects event details, RSVP link, target attendee segment, and follow-up sequence requirements for event email campaigns.
Captures lapsed customer definition (days since last purchase), win-back offer, and multi-email sequence goals for reactivation campaigns.
Documents new subscriber journey milestones, onboarding goals, and timing intervals for automated welcome sequence campaigns.
Collects ICP details, key pain points by funnel stage, and content assets to link in a multi-touch nurture email sequence.
Gathers cart abandonment trigger timing, discount offer (if any), and product image requirements for e-commerce recovery emails.
Captures holiday theme, gift guide categories, promotional offer, and send date sequence for multi-touch holiday email series.
Documents milestone trigger (anniversary, purchase threshold), personalization fields, and reward details for loyalty milestone emails.
Collects survey link, target respondent segment, incentive offer, and follow-up reminder timing for feedback collection email campaigns.
Gathers trigger behavior (recent purchase, plan upgrade), recommended product logic, and personalization tokens for upsell email campaigns.
Yes. You can share the same form link with anyone — internal stakeholders or agency clients. Each submission includes the requester's name and email so you always know who sent it.
This depends on your team's production capacity, but a standard minimum lead time is 5-7 business days for a standard campaign and 10+ days for campaigns requiring custom design or A/B testing.
Yes. You can add a short_text field for 'Proposed subject line' directly in the form editor — it's especially useful if stakeholders have specific ideas or brand requirements.
Your email team receives an instant notification with the full submission. You can then review it in your formformform dashboard, assign it to the right team member, and follow up with the requester.
No. formformform's long_text fields have no character limit, so requesters can provide as much context as needed.
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Opens with product context and a link to this page.
Free for non-commercial projects, with unlimited forms and responses.
Use this template