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

9 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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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 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.๐Ÿ‘

    Kindly let me know. Thank you!

    Nadia

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Mariam Vanyan

    (Edited )

    Nadia,ย 

    Thanks for your interest! I was on vacation, but thanksย toย request forms, all the tasks came throughย during my vacationย in a structured wayย ๐Ÿ™Œ
    ย 
    Some people might think it's hard to make a form general and still gather all the needed details.ย I don't believe thatย to be true.ย As with all forms, sometimes it's hard to think of questions that will cover all eventualities,ย butย you can add a structure to help cover everything you need to get the task started.ย 
    ย 
    Let meย showย you tips on how I structure requests for my team (as wellย asย website page creation, email campaign execution, infrastructure adjustment). So whatever the request is try to structure it withย aย 5Ws+1Hย approach:
    ย 
    What:ย questions are as straightforwardย 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?
    How:ย here is the part of the form that gives freedom to the requester so they can add specifications, ideas, references, etc.
    ย 
    You can addย theย first question asย 'Requestย Type'ย as aย dropdown: e.g. page creation, email campaign launch, etc.
    ย 
    One piece of adviceย before we start is toย put hints to all the questions, that way you can get well-shaped replies.
    ย 
    As youย talked aboutย web pageย Requestย Forms, let's imagine you want to createย aย webpage forย anย event coming up in March
    1*.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 wishesย 
    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 theย 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 dependent tasks created,ย paste yourย linksย 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
    ย 
    *-required fields
    ย 
    One moreย piece ofย adviceย is to addย 'deadline' as the last question: whenย aย requester goesย through all the steps, they'll then understand why your hint says "allow 2 weeks lead time".ย If it's at the start of the form they might not first understand why you need that much time to complete the task.
    ย 
    Let me know if you have any follow-up question, happy to share more in-depth insights if needed. Hopeย you find thisย helpfulย ๐Ÿ™‚

    Mariam Vanyan Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Cameron Korb

    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

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephen

    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! ๐Ÿ™Œ

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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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!

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephen

    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 ๐Ÿ‘

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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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!

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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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.

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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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 wouldย be great to hear your thoughts there, or any request examples you use ๐Ÿ‘

    Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space

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