What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Examples of Request Forms for Marketing teams

Featured

8 comments

  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Stephen

    This is so cool Cameron, thank you for sharing!🙌

    I assume you have some dynamic aspects to the Complex form. What kind of things have you done there in terms of redirects, templates etc.? 

    It would also be great to hear how your team handles new requests when they come in too, the Workflow you use for requests and how they are assigned and any other best practices you use for the intake of these requests 👍

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

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    John Ostrowski

    Great examples there @Cameron, I see you're using the advanced branches for different pages set up according to the dropdown options.

    I'm doing the same on my company with Paid Advertising campaign requests where according to the channel (dropdown selection) I direct the requester to different pages for providing further information.

    I will work soon on examples such as yours to provide and contribute with the community!

    John Ostrowski

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Lee Elkins

    (Edited )

    I'd love to see a dropdown option have the ability to assign a blueprint vs. the entire form being tied to one.  That way depending on what option is selected, I can associate the request with a prebuilt set of Tasks appropriate to their selection.

    Another option would be allowing dropdowns and checkboxes to add Blueprints to the project being created.  This would give "choose your own adventure" where the user's inputs are building out custom sets of Tasks within a project.  ex:  If a user is using a form to "Request a Marketing Project" and they select the checkbox for "need email campaign", it would grab the Email Campaign blueprint and add it as a sub-project/task list to the main request project.

    Is this helpful? 4
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Lisa

    Hi Lee, thanks for sharing your thoughts here, these might be interesting suggestions for our Product Feedback section 👍

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

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Anfernee Chansamooth

    Cameron, very cool to see these. You've given ideas for how I can set this up for our team. 

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Stephen

    That's fantastic Anfernee. Don't forget to come back here and let us know how you get on building your Request forms 🙌

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

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Andrea Bonk

    We are just days away from launching our new "get started" intranet page where OSF Mission Partners (employees) can request work from our marketing & communications division.  Each of the Common Requests and Tap the Team links have an independent (yet dynamic) Wrike form.  These all route through our operations/triage process and are either routed directly to the appropriate owner (e.g. web & social support goes to our Dir of Digital Marketing) or to our general operations liaison (aka me 😎)

    Is this helpful? 3
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Heather Nelson

    Hi Andrea,

    We've been using Wrike for a few months now and I am very impressed with the screen shot shown above - this looks amazing! Have you managed this through SharePoint? I would love some tips and insights. You've achieved a "MarCom" Team/Dept. page that I honestly aspire to!!!  ;)

    I'm still struggling through managing the variety of requests on one form vs specific forms/type of request - clearly you are way ahead.

    Congratulations - this must have been a tremendous amount of work. The kind of work I'm passionate about if it strengthens our Team and my knowledge base. I have the screen shot pinned to my "concept board"... now my "Accomplish" board.

    Thank you for sharing Andrea!

    Is this helpful? 1
    Comment actions Permalink

Please sign in to leave a comment.

Folllowing List for Post: Examples of Request Forms for Marketing teams
[this list is visible for admins and agents only]

Community

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.