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Examples of Request Forms for Marketing teams

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6 comments

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    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 Read, discuss and share your thoughts with others on the new Onboarding Teams forum #LearnTogether 💬

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    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

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    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.

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    Lisa Bogdanova

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

    Lisa Bogdanova Community Team at Wrike Read, discuss and share your thoughts with others on the new Onboarding Teams forum #LearnTogether 💬

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    Anfernee Chansamooth

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

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    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 Read, discuss and share your thoughts with others on the new Onboarding Teams forum #LearnTogether 💬

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