Marketing
Marketing workflows for content approvals, campaign planning, creative reviews, publishing, brand sign-off, and coordinated marketing operations.
Marketing Templates(10)
Media and Press Enquiry Contact Form Workflow
Public-facing media/press contact form with a lightweight workflow: captures the enquiry, sends immediate confirmations, prioritises and assigns it to a communications owner, alerts the owner immediately if urgent, records the response, closes the enquiry with a closure email, and follows up with a short feedback request a day later.
Event Marketing Workflow
Manages end-to-end event marketing promotion: owner defines event objective, audience, dates, budget and channels; marketing prepares landing page and creative assets which are routed for approval; on approval the promotion launches across channels and registrations are captured, with qualified leads assigned to sales for follow-up; on rejection assets are revised and resubmitted; after the event, a results summary task is created; the owner is notified at launch and when the summary is due.
Sponsorship Enquiry Contact Form Workflow
Captures public website sponsorship enquiries, sends immediate confirmation, classifies and prioritises the opportunity, assigns it to the right marketing/partnerships owner, gathers a fit review and decision, notifies the submitter, closes the enquiry, and follows up with a short feedback request the next day.
Website Content Approval Workflow
Manages requests to add or change website content: intake of copy, assets and SEO requirements, brand review (with optional compliance review for regulated/legal claims), staging and final preview, publishing, live verification, and requester notification. Handles revise-and-resubmit and rejection paths.
Email Campaign Workflow
Manages intake of an email campaign request through preparation, QA/test send, final approval, and scheduling. Routes campaigns back to the requester for fixes if QA or approval finds issues, and notifies the requester once the campaign is scheduled and launched.
Social Media Content Approval Workflow
Manages submission and review of social media posts: requester submits copy, channel, audience and creative assets; a brand reviewer checks content, optionally routes regulated claims to compliance review, then decides to approve (capturing schedule date and handing off for publishing), request changes (returned to requester for revision), or reject (closed with reason). Requester is notified on approval or return for changes.
Design Approval Workflow
Manages submission, internal review, and approval of creative designs prior to publication. Designers submit designs with a brief reference and version; a reviewer checks against brief and brand guidelines and records approved, changes requested, or rejected. Approved designs are locked and handed off for publication, changes-requested designs return to the designer for revision and resubmission, and rejections close the request with a reason. The designer is notified of the decision at every review cycle.
Creative Brief Workflow
Captures creative requests from requesters, has a brief owner review for completeness, and routes ready briefs to prioritisation and designer assignment, sends incomplete briefs back to the requester with specific gaps, and declines out-of-scope requests with a reason. Notifies the requester on assignment or decline.
Marketing Content Approval Workflow
Manages review and approval of marketing content (blogs, emails, social posts) from submission through editorial review, brand sign-off, optional compliance review, revision loops, and final publishing handoff with owner notification.
Marketing Campaign Approval Workflow
Captures a marketing campaign submission from the owner, routes it through marketing plan review, budget approval and brand/creative check, then marks it ready to launch and notifies the owner. Rejections at any gate return the campaign to the owner for revision and resubmission.