Social media managers
Documents audience segment, ad creative variants, landing page URL, and budget for a social media retargeting push.
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.
Free for non-commercial projects, with unlimited forms and responses.
Last updated
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.
More about this template
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.
17 fields to make your own12 required in this starting form
Make it fit your workflow.
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.
The questions, explained
Fields in this template
Review the starting questions and choices. You can change them in your own copy.
Campaign Name
Back to School 2025
Requester Name
Maria Gonzalez
Requester Email
maria@company.com
Brand / Product Being Promoted
FreshBrew Cold Brew Coffee
Campaign Goal
10 choices
- Brand Awareness
- Engagement / Community Building
- Lead Generation
- Traffic to Website
- App Downloads
- Product Sales / Conversions
- Event Promotion
- Contest / Giveaway
- Customer Testimonials
- Other
Platforms
9 choices
- X (Twitter)
- TikTok
- YouTube
- Threads
- Snapchat
Post Types Requested
9 choices
- 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
12
Target Audience
Describe the audience — age range, interests, location, behaviors, or personas.
Key Messages / Talking Points
What should every post convey? List 3–5 core messages.
Hashtags to Use
#FreshBrew #ColdBrewCoffee #MorningFuel
Call to Action
Shop now / Link in bio / Sign up today
Paid Promotion Budget
7 choices
- 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 Date
Campaign End Date
Creative Assets Available
List any images, videos, or copy already prepared. Include links to shared folders if applicable.
Additional Notes
Competitor accounts to reference, things to avoid, approvals needed, etc.
Where it fits
Who uses this template
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Digital marketing agencies
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Campaign Goal” in particular and adapt it to the detail you need.
Brand managers
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 “Platforms” in particular and adapt it to the detail you need.
E-commerce marketing teams
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 “Post Types Requested” in particular and adapt it to the detail you need.
Event marketers
Gather the details needed before making arrangements. Consistent answers help you spot special requirements and prepare the next step. Review “Total Number of Posts” in particular and adapt it to the detail you need.
PR agencies
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Target Audience” in particular and adapt it to the detail you need.
Startup marketing teams
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 “Key Messages / Talking Points” in particular and adapt it to the detail you need.
Content creators managing brand accounts
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 “Hashtags to Use” in particular and adapt it to the detail you need.
What's included
Multi-platform checkbox covering all major social networks
Post type selector (static, carousel, video, stories, polls)
Campaign goal dropdown with 9 common objectives
Paid promotion budget range field
Key messages and hashtag fields
Creative assets field to flag what's already prepared
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
Require platform selection
without knowing which networks are in scope, the creative team can't size the work or plan the right aspect ratios and formats.
Ask for creative assets early
a field listing what assets already exist prevents the social team from creating content the requester already has.
Include a paid budget field
knowing whether paid spend is involved determines whether audience targeting, ad copy, and compliance review are needed.
Request key messages in bullet form
asking for 3–5 talking points is more actionable than asking for a general description and yields more consistent posts.
Set start date as required
a campaign without a start date is impossible to schedule; requiring it enforces planning discipline on the requester.
Use campaign name as a reference key
a consistent campaign name makes it easy to group related posts, track analytics, and match invoices to work.
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.
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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