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[From Wrike] How Our Marketing Operations Team Work with Confidence

9 comments

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    Nadia Halstead

    Mariam,

    Great tip - Thank you for sharing your best practices! We would love to apply your Marketing Operations team's strategy and 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.👍

    Kindly let me know. Thank you!

    Nadia

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    Mariam Vanyan

    (Edited )

    Nadia, 

    Thanks for your interest! I was on vacation, but thanks to request forms, all the tasks came through during my vacation in a structured way 🙌
     
    Some people might think it's hard to make a form general and still gather all the needed details. I don't believe that to be trueAs with all forms, sometimes it's hard to think of questions that will cover all eventualities, but you can add a structure to help cover everything you need to get the task started
     
    Let me show you tips on how I structure requests for my team (as well as website page creation, email campaign execution, infrastructure adjustment). So whatever the request is try to structure it with a 5Ws+1H approach:
     
    What: questions are as straightforward as possible, so when your team looks the resulting task, then understand it straight away.
    Where: 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: are there other teams that need to be involved, a list of dependencies and stakeholders?
    When: the chosen deadline?
    How: here is the part of the form that gives freedom to the requester so they can add specifications, ideas, references, etc.
     
    You can add the first question as 'Request Type' as a dropdown: e.g. page creation, email campaign launch, etc.
     
    One piece of advice before we start is to put hints to all the questions, that way you can get well-shaped replies.
     
    As you talked about web page Request Forms, let's imagine you want to create webpage for an event coming up in March
    1*. Request type with dropdown: Choose request type: "Web page creation"
    2*. What: Name your request
    • hint: structure it as <Action>+Asset (e.g. Create page for Awesome Event)
    3*. How: Please, define, what should be placed on the page. 
    • hint: target audience of the page, structure of the page, webforms if needed, content, any design wishes 
    4*.  Where: 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*. Why: What's the goal of this page?
    • hint: %conversions, #visitors, #opportunities crated, etc.
    6*. Who: List here key project dependancies and stakeholders
    • hint: if you already have dependent tasks created, paste your links here
    7*. When: 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 fields
     
    One more piece of advice is to add 'deadline' as the last question: when requester goes through all the steps, they'll then understand why your hint says "allow 2 weeks lead time". If it's at the start of the form they might not first understand why you need that much time to complete the task.
     
    Let me know if you have any follow-up question, happy to share more in-depth insights if needed. Hope you find this helpful 🙂

    Mariam Vanyan Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Cameron Korb

    Thank you for this article! I 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 creating your ideal request forms:

    Marketing Project Request Form Sample - Simple

    Email Campaign Request Form Sample - Complex

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    Stephen

    Hi Cameron, this is great! Do you think you could also 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? 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! 🙌

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    Jabelle Fulgencio

    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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    Stephen

    Hi Jabelle, jumping in here for Mariam.

    Here's how to set up 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 👍

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    Nadia Halstead

    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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    Cameron Korb

    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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    Stephen

    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 would be great to hear your thoughts there, or any request examples you use 👍

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Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.