Marketing Peeps: What does your work intake form look like?

[Christina_Jarosz]

We're looking at making some updates on our intake form for our marketing area and I'm curious what yours looks like, what questions you ask, etc. 

[MegSault]

Do you have specific questions or sections you might want to know about? I have been slowly updating ours to incorporate a faster process and would be happy to share ideas!

[JillAc]

We have different forms for different types of requests that are designed by the person who has to action the request to include the information that they find they are always asking for. We have separated the types of briefs by topic -- Photo request, Website landing page request, copywriting request, video request, advertising request and so on. Universal requests don't work for us, the person who has to action it never gets the right information.

All forms have a couple standard questions that are universal to our business such as product and audience that the request refers to so we can sort and filter on requests/projects if we need to. My philosophy is to keep them short and use as many of the same fields as possible across forms. We don't use the custom forms for creative briefs - those are Word documents attached to the request. 

My main issue is I can't seem to stop people from using the Description field as a very long memo that  includes "thank you so much for doing this and I appreciate your time" type of stuff that makes the reports that include Description ridiculously long. I spend some time every week cleaning that up (because I can't stop myself). We have a field called "Detailed Description" that is supposed to be used for the long form information but people just can't help themselves, and because the Description field comes first and I can't change the name to "Short Description" as it's a built in field.

[Sheri_Whitten]

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My main issue is I can't seem to stop people from using the Description field as a very long memo

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@JillAc we used to have that problem too, until we discovered we could uncheck the description field from the request queue details (New Request Fields). We added in our own custom description fields instead 

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[Sheri_Whitten]

We used to have multiple, and very detailed, custom forms, but we learned our users were much more apt to use Workfront when we simplified our intake process. Now, we only have one form with these questions (with a few dropdown lists and logic added where it makes sense). Our Marketing Specialists collect any additional details needed when they connect with the requester. It allows a more collaborative workflow for us.

• Department
• Request Description*
• Completion Date*
• Is there a business reason for the due date?*
• Is this a new project or update to an existing?*
• Who is the primary target audience for this content?*
• What languages do you need this content delivered in?*
• What content type are you looking to have created?* 
• Are you open to the Marketing/Creative team providing suggestions and ideas to help your project make a greater impact?
• Who can we contact for questions <name, email, phone>?
• Who is the stakeholder for this project <director>?*