altx forms
LoginSignup

Campaign Brief Intake Form

MarketingEnterprise
Helps improve Campaign planning efficiency by 30-40%
within 60 days - based on marketing operations research

Complete campaign planning form for marketing support requests. Gather all necessary information for campaign strategy, execution, and measurement.

Decision Intelligence

Determine campaign complexity, resource requirements, and timeline estimates to optimize marketing team capacity and project prioritization.

Prioritize campaign requests based on automated complexity scores and strategic alignment with primary objectives
Allocate creative and marketing resources by identifying campaigns requiring video, banner ads, and multi-channel execution
Determine project timelines and deadlines by analyzing complexity factors including channel count, creative needs, and budget thresholds
Identify high-value campaigns by comparing target pipeline values, MQL goals, and estimated budgets across requests
Average Complexity Score
Campaign Request Volume
Target Pipeline Value
Estimated Timeline Distribution
Budget Utilization Rate
Adaptive Question Flow
Automatic Calculations
Trend Analysis
Theme Extraction
AI-Powered Insights This Form Will Reveal
Identifies campaign complexity patterns by analyzing channel requirements, creative needs, timeline constraints, and budget levels to optimize resource planning
Surfaces trending campaign objectives and target metrics across departments to align marketing strategy with business priorities
Reveals stakeholder approval bottlenecks and communication patterns to streamline campaign workflow processes
Tracks budget allocation patterns and pipeline targets by campaign type to inform marketing investment decisions
6
Times Used
26 min
Est. Time
51
Fields
12
Sections

Campaign Brief Intake Form

Complete campaign planning form for marketing support requests. Gather all neces...

Requestor Information
Campaign Overview
Analytics Preview
Sample Data
8.4/20-1.2
Average Complexity Score
Campaign Requests by Complexity
Simple (≤5)
35
Moderate (6-10)
42
Complex (11-15)
18
Very Complex (>15)
5

Instant Variations

Transform in 30 seconds

Event Campaign Brief Form55-60 fields
Product Launch Campaign Brief58-62 fields
Quick Campaign Request FormSimpler
Agency Campaign Brief Form55-58 fields
AboutWhat's IncludedKey BenefitsUse CasesPlatform FeaturesWho This Is ForForm Structure

About This Template

Comprehensive campaign brief intake form that captures all essential information for marketing campaign planning and execution, with intelligent complexity assessment.

What's Included

• Requestor Information: 4 fields - Contact details and budget ownership
• Campaign Overview: 4 fields - Campaign type, name, and description
• Objectives & KPIs: 7 fields - Goals, targets, and success metrics
• Target Audience: 6 fields - Personas, segments, and buyer journey
• Messaging & Positioning: 7 fields - Key messages and differentiation
• Channels & Tactics: 4 fields - Channel selection and creative needs
• Timeline & Milestones: 4 fields - Dates and key deliverables
• Budget Information: 3 fields - Budget details and cost centers
• Stakeholders & Approvals: 2 fields - Approval workflow
• Assets & Resources: 3 fields - Existing and needed materials
• Tracking & Attribution: 4 fields - Analytics and CRM setup
• Complexity Assessment: 3 fields - Automated scoring and timeline

Key Benefits

• Automated complexity scoring based on channels, creative needs, timeline, and budget
• Comprehensive brief collection eliminates back-and-forth clarifications
• Built-in timeline estimation helps with resource planning
• Structured stakeholder and approval workflow management

Common Use Cases

🏢 Marketing teams processing campaign requests from sales, product, or other departments
📊 Campaign managers scoping new initiatives and estimating resource requirements
✅ Creative services teams gathering complete briefs for asset development
🎯 Marketing operations standardizing campaign intake and planning processes

Platform Features

🔄

Conditional Logic

Show relevant fields based on previous answers

🧮

Auto-Calculations

Automatic totals, averages, and computed values

🏢

Enterprise Scale

Handles complex workflows with 50+ fields

📱

Mobile Optimized

Perfect experience on all devices

🔒

Secure & Compliant

SOC 2 Type II, GDPR ready

✨

AI Customization

Modify this template with natural language

Who This Is For

📝

General Data Collection

Flexible forms for any purpose

📊

Survey & Research

Collect feedback and research data

✅

Process Automation

Streamline workflows and approvals

📧

Lead Generation

Landing page forms and newsletter signups

📊

Campaign Feedback

Event registrations and survey responses

🎨

Creative Requests

Design and content request intake

Form Structure

51
Total Fields
20
Required Fields
44
With Validation
0
Repeating Sections
Requestor Information
4 fields
Fields:
Requestor NameDepartmentRole/TitleBudget Owner
Validations:
RequiredPatternMax Length
Options:
Department
Campaign Overview
4 fields
Fields:
Campaign Name (Working Title)Campaign TypePlease specify campaign typeBrief Description (Elevator Pitch)
Validations:
RequiredMax LengthPatternMin Length
Options:
Campaign Type
Behaviors:
Conditional
Objectives & KPIs
7 fields
Fields:
Primary ObjectiveSpecific GoalsTarget MQLsTarget SQLsTarget Pipeline ValueTarget Engagement RateOther Target Metrics
Validations:
RequiredMax LengthMin ValueMax Value
Options:
Primary Objective
Target Audience
6 fields
Fields:
Primary Persona(s)Industry VerticalsCompany SizeGeographyPain Points to AddressBuyer Journey Stage
Validations:
RequiredMinItemsMax Length
Options:
Primary Persona(s)Industry VerticalsCompany SizeGeographyBuyer Journey Stage
Messaging & Positioning
7 fields
Fields:
Key Message (One Sentence)Supporting Message 1Supporting Message 2Supporting Message 3ToneMust-Include ElementsCompetitor Differentiation Points
Validations:
RequiredMax Length
Options:
Tone
Channels & Tactics
4 fields
Fields:
Required ChannelsCreative NeedsBanner Ad Sizes NeededVideo Requirements
Validations:
RequiredMinItemsMax Length
Options:
Required ChannelsCreative NeedsBanner Ad Sizes Needed
Behaviors:
Conditional
Timeline & Milestones
4 fields
Fields:
Campaign Start DateCampaign End DateKey MilestonesCreative Assets Deadline
Validations:
RequiredMin DateDateAfterMax LengthDateBefore
Budget Information
3 fields
Fields:
Estimated BudgetApproved BudgetBudget Code/Cost Center
Validations:
RequiredMin ValueMax Length
Stakeholders & Approvals
2 fields
Fields:
Who needs to approve this campaign?Who should be kept informed?
Validations:
RequiredMax Length
Assets & Resources
3 fields
Fields:
Existing Assets to LeverageNew Assets NeededSales Enablement Materials
Validations:
Max Length
Tracking & Attribution
4 fields
Fields:
UTM Parameter RequirementsCRM Integration Required?CRM Integration DetailsSpecific Attribution Needs
Validations:
Max Length
Behaviors:
Conditional
Campaign Complexity Assessment
3 fields
Fields:
Complexity ScoreComplexity LevelEstimated Timeline
Validations:
Max Length
Behaviors:
Calculated

Want to see the full form with all field details and validations?

Campaign Brief Intake Form

Complete campaign planning form for marketing support requests. Gather all necessary information for campaign strategy, execution, and measurement.

Requestor InformationWho is requesting this campaign and who owns the budget?
Campaign OverviewHigh-level campaign details and positioning
Objectives & KPIsDefine success metrics and measurement criteria
Target AudienceDefine who you're trying to reach
Messaging & PositioningDefine your campaign messaging strategy
Channels & TacticsSelect marketing channels and creative requirements
Timeline & MilestonesDefine campaign timeline and key dates
Budget InformationCampaign budget details and approval status
Stakeholders & ApprovalsWho needs to be involved in this campaign?
Assets & ResourcesExisting assets and new requirements
Tracking & AttributionMeasurement and tracking requirements
Campaign Complexity AssessmentAutomatically calculated based on your selections

Sign in to Use This Template

Create a free account or sign in to customize this template with our AI-powered form builder.

Access to all 5,000+ form templates
AI-powered form customization
Unlimited form submissions
Advanced analytics and insights
Start Free TrialAlready have an account? Log in