Social Media Campaign Request Template
Give your social media team everything they need before the campaign starts. This request form captures platform selection, campaign goals, post types, audience details, messaging, and budget in a single submission — so nothing gets lost in a Slack thread.
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Fields in this template
- Campaign Namerequired
- Requester Namerequired
- Requester Emailrequired
- Brand / Product Being Promotedrequired
- Campaign Goalrequired
Brand Awareness · Engagement / Community Building · Lead Generation · Traffic to Website · App Downloads · Product Sales / Conversions · Event Promotion · Contest / Giveaway · Customer Testimonials · Other
- Platformsrequired
Instagram · Facebook · X (Twitter) · LinkedIn · TikTok · YouTube · Pinterest · Threads · Snapchat
- Post Types Requestedrequired
Static Image Post · Carousel / Slideshow · Short-form Video (Reels/TikTok) · Long-form Video · Stories · Poll / Quiz · Live Stream · Text Post · Infographic
- Total Number of Posts
- Target Audiencerequired
- Key Messages / Talking Pointsrequired
- Hashtags to Use
- Call to Action
- Paid Promotion Budgetrequired
No paid spend (organic only) · Under $500 · $500 – $2,000 · $2,000 – $5,000 · $5,000 – $10,000 · Over $10,000 · To be determined
- Campaign Start Daterequired
- Campaign End Daterequired
- Creative Assets Available
- Additional Notes
Who uses this template
About this template
A social media campaign request form brings order to what is often a chaotic intake process. Social teams frequently receive campaign requests via DM, email, or verbal handoff — without a platform list, a goal, or any creative direction — and are expected to produce polished content on short notice. A structured intake form fixes this.
By requiring requesters to specify platforms, post types, target audience, key messages, and budget before the creative process begins, the form surfaces scope and strategy gaps early. It also creates an audit trail: every campaign request is logged, timestamped, and searchable, which is invaluable for quarterly reporting and capacity planning.
formformform makes the form easy to share as a permanent link in your team's Slack workspace, project management tool, or intranet. Submissions trigger instant email notifications, so the social team can acknowledge and schedule the work immediately rather than waiting for a follow-up message.
12 form ideas you can build with this template
Product Launch Social Campaign Request
Requests a coordinated multi-platform content plan for a new product release including teaser posts, launch day content, and follow-up engagement.
Holiday Season Social Campaign Request
Captures promotional messaging, festive creative direction, platform split, and ad spend for seasonal campaigns.
Giveaway / Contest Campaign Request
Documents prize details, entry mechanics, eligibility rules, and platform requirements for a social contest.
Brand Awareness Campaign Request
Outlines top-of-funnel messaging, target demographics, and video/static split for an awareness push on paid and organic channels.
Event Promotion Social Request
Requests pre-event, day-of, and post-event social content for conferences, webinars, or live experiences.
Influencer Repurposing Campaign Request
Asks the social team to repurpose creator UGC into branded posts across owned channels with appropriate tagging and permissions.
LinkedIn B2B Campaign Request
Captures thought leadership posts, case study carousels, and sponsored content requirements for LinkedIn lead generation.
TikTok Organic Growth Campaign Request
Specifies video concept direction, audio/trend usage, posting cadence, and creator brief for TikTok brand growth.
Retargeting Ad Campaign Request
Documents audience segment, ad creative variants, landing page URL, and budget for a social media retargeting push.
Crisis Communications Social Request
Urgently requests holding statements, approved messaging, and platform-specific response posts during a brand crisis.
Nonprofit Fundraising Campaign Request
Collects fundraising goal, campaign story, donation link, and volunteer engagement posts for a social giving drive.
Podcast Promotion Social Campaign Request
Requests audiogram clips, quote cards, and episode highlight posts to grow podcast listeners across social channels.
What's included
How to create a social media campaign request
- 1
Click "Use this template" to load the social media campaign request form into your formformform account.
- 2
Add or remove platforms from the checkbox list to match the networks your brand actively uses.
- 3
Customize the campaign goal options to align with your company's standard objectives or OKR framework.
- 4
Add an Upload field labeled 'Brand Guidelines' if you want requesters to attach the file directly (2 MB limit), or a short text field for a link if the guide already lives in a shared drive.
- 5
Set up email notifications to alert your social media team or agency lead when a new request arrives.
- 6
Share the form link via your internal communications tool and set it as the mandatory intake channel for all social requests.
Best practices for your social media campaign request
without knowing which networks are in scope, the creative team can't size the work or plan the right aspect ratios and formats.
a field listing what assets already exist prevents the social team from creating content the requester already has.
knowing whether paid spend is involved determines whether audience targeting, ad copy, and compliance review are needed.
asking for 3–5 talking points is more actionable than asking for a general description and yields more consistent posts.
a campaign without a start date is impossible to schedule; requiring it enforces planning discipline on the requester.
a consistent campaign name makes it easy to group related posts, track analytics, and match invoices to work.
Frequently asked questions
How far in advance should I submit a social media campaign request?
As a general rule, submit organic campaign requests at least 2 weeks in advance and paid social requests at least 3–4 weeks in advance to allow time for creative production, review, and ad account setup.
Can I request campaigns for multiple platforms in one submission?
Yes. The platform checklist lets you select all relevant networks in a single submission. Note that each platform may require different creative sizes and formats — the more detail you provide in the 'creative assets' field, the smoother production will be.
What if I don't have a paid budget yet?
Select 'No paid spend (organic only)' or 'To be determined' from the budget dropdown. The social team can plan an organic-first campaign and revise the approach once budget is confirmed.
Can I attach creative assets or images directly to the form?
Yes. Add a file upload field so requesters can attach images or PDFs directly (up to 2 MB per file). For larger files or full video assets, add a short text field for a shared Google Drive or Dropbox link instead.
How do I handle rush or urgent campaign requests?
Add a 'Priority Level' radio field (Standard / Urgent / ASAP) and configure a separate email notification for high-priority submissions so the social team can triage accordingly.
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