[From Wrike] How Our Marketing Operations Team Work with Confidence
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- It givesย
- Itย
- It makes working together easier
- It minimizes follow-up questionsย
- Do a test run: Go over your Requestย
- Explain their value: Let them know the reason you created the form in the first place. Theyโll quickly understand that it saves everyone time.
- Go with the flow: Make sure your Requestย
- Automate. Automate. Automate: Make sure to auto-assign Requestย
Mariam Vanyan Community Team at Wrike ๐Discover... Wrike Discover and become a Wrike expert. Click here to get started
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Mariam,
Great tip - Thank you for sharing your best practices! We would love to apply your Marketing Operations team's strategy andย get our customers to initiate projects using standard Request Forms. Do you happen to have a template already set up in Wrike that can be adopted? Are there pre-built Forms available? I have been trying to find one to get started with and then customize for a specific solution set (i.e., a web site request/web page request form), and it would be preferable to avoid having to start from scratch and reinvent the wheel, if a Wrike form already exists, especially one that has been tested and used successfully.๐
Kindly let me know. Thank you!
Nadia
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Nadia,ย
Thanks for your interest! I was on vacation, but thanksย ย request forms, all the tasks came throughย ย in a structured wayย ๐ยSoย I don't believe that.ย ย butย .ยLet meย ย you tips on how I structure requests for my team (as wellย ย website page creation, email campaign execution, infrastructure adjustment). So whatever the request is try to structure it withย 5W+1Hย as possible, so when your team looks the resulting task, then understand it straight away.Where:ย if it's particular webpage, subdomain, or tool that needs to be used.Why: how will the execution of that campaign/task will be measured?Who:ย are there other teams that need to be involved, a list of dependencies and stakeholders?When:ย the chosen deadline?You can addย first question asย Requestย ypeย dropdown: e.g. page creation, email campaign launch, etc.iece of adviceย put hints to all the questions, that way you can get well-shaped replies.As youย ย web pageย equestย ormet's imagine you want to createย webpage forย event coming up in March1*.ย Request type with dropdown:ย Choose request type: "Web page creation"2*.ย What:ย Name your request- hint: structure it as <Action>+Asset (e.g. Create page for Awesome Event)
3*.ย How:ย Please, define, what should be placed on the page.ย- hint: target audience of the page, structure of the page, webforms if needed, content, any design wisheย
4*.ย ย Where:ย Specify where this page needs to be created- hint: choose subdomain if applicable or write what part of website this page needs to be created
5*.ย Why:ย What'sย goal of this page?- hint: %conversions, #visitors, #opportunities crated, etc.
6*.ย Who:ย List here key project dependancies and stakeholders- hint: if you already have dependnt tasks created,ย ย linkย here
7*.ย When:ย Define the due date of your request- hint: for webpage creation allow 2 weeks lead time
8. Any other information that might be useful for us*-required fieldsne moreย adviceย 'deadline' as the last question: whenย requester goย through all the steps, they'll then understand why your hint says "allow 2 weeks lead time".Let me know if you have any follow-up question, happy to share more in-depth insights if needed. Hopeย helpfulย ๐Mariam Vanyan Community Team at Wrike ๐Discover... Wrike Discover and become a Wrike expert. Click here to get started
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Thank you for this article! Iย swear by request forms and as their capabilities improve so do our internal functions.
For those of us interested in how simple or complex these can be, I've provided two samples that we use (that loops so you can't submit anything).
Hopefully the below examples help you and your teams in creatingย your ideal request forms:
Marketing Project Request Form Sampleย - Simple
Email Campaign Request Form Sample - Complex
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Hi Cameron, this is great!ย Do you think you could alsoย add this as a standalone post in Best Practices with the title of 'Examples of Request Forms for Marketing teams', when you have a minute?ย I think people here would really like to see these and they'll be able to find them easier in their own post. Thank you! ๐
Stephen Community Team at Wrike ๐Discover... Wrike Discover and become a Wrike expert. Click here to get started
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Hi Mariam. Is there anyway we can set up an auto response for each request forms we'll be receiving? If its existing please let me know. It will actually help a lot specially during holidays. Thank you!
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Hi Jabelle, jumping in here for Mariam.
Here's how to set upย auto-response emails for Request forms. Keep in mind the response you choose is the same for all External Request Forms in your account.
Take a look at the above link and let me know if you have any questions ๐
Stephen Community Team at Wrike ๐Discover... Wrike Discover and become a Wrike expert. Click here to get started
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Hi @Mariam,
I found the information you posted very, very helpful and thorough. I certainly admire your sense of spirit in educating and serving your customers. Great example to follow!
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Thank you for the idea Stephen. I've posted the new best practices article here. Hopefully it can help others as they create their own.
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Just took a look, Cameron, fantastic approaches there! Thanks for sharing it here for everyone to learn!
@All, if you're interested in marketing-related request forms, Cameron's examples at the link are very solid. It wouldย be great to hear your thoughts there, or any request examples you use ๐
Stephen Community Team at Wrike ๐Discover... Wrike Discover and become a Wrike expert. Click here to get started
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