Marketing
Marketing workflow templates for creative and content approvals, covering creative briefs, design approval, marketing and website content approval, social media posts, email campaigns, campaign approval and event marketing. Media and sponsorship enquiry forms bring press and partnership requests from your website into the same place.
Benefits
- Brief creative work with everything the designer needs
- Approve content, designs and posts with feedback on the record
- Route regulated claims to compliance before publishing
Common Use Cases
Marketing Templates(10)
Marketing Content Approval Workflow
Manages marketing content submissions (blogs, emails, social posts, web pages, adverts, other) through editorial review, brand review, optional revision loops, optional compliance approval for legally-sensitive content, and publishing — with owner notifications at each key milestone.
Marketing Campaign Approval Workflow
Collects a campaign brief from the campaign owner, routes it through marketing lead review and brand review (with revision loops), then final approval by the marketing director (budgets over $20,000) or marketing manager (smaller budgets), notifying the owner of the outcome.
Creative Brief Workflow
Collects creative brief requests, routes them through completeness review by the brief owner, requests missing information from the requester when needed, and on approval assigns priority and a designer who acknowledges the brief before the requester is notified of assignment.
Design Approval Workflow
Manages design submissions from a creative team through review, revision loops, and final approval or rejection before publication. Designers submit designs for review, reviewers check them against brief and brand guidelines, and approved designs are handed to the publishing team.
Social Media Content Approval Workflow
Marketing team requests approval for a social media post via an intake form. The post moves through brand review, optional compliance review for regulated claims, and scheduling. Rejections and revision requests are tracked, revisions loop back to brand review, and the requester and reviewers are kept informed by email and tasks throughout.
Email Campaign Workflow
Manages the end-to-end lifecycle of a marketing email campaign: intake, build and QA by the email marketer, revision loops for QA issues and requester corrections, manager final approval, scheduling, and send performance reporting.
Event Marketing Workflow
Manages an event promotion from intake through creative preparation, manager review, launch, results capture and lessons learned, with status tracking throughout.
Media and Press Enquiry Contact Form Workflow
Captures media/press enquiries via a short website form, acknowledges the journalist with a reference number, uses AI to prioritise the enquiry, escalates high-priority items to the communications lead, assigns a spokesperson to draft the approved response, and closes the loop by emailing the journalist the final response.
Sponsorship Enquiry Contact Form Workflow
Captures sponsorship enquiries from a website contact form, acknowledges the enquirer, uses AI to prioritise the enquiry by sponsorship fit (with human fallback), routes to the marketing team for review and decision, and closes the loop with a final response email.
Website Content Approval Workflow
Manages marketing content requests from submission through brand review, optional compliance review, staging, publishing, and post-publish verification, with revision loops and status tracking.
Frequently Asked Questions
What Marketing workflow templates are included?
Marketing includes templates for creative briefs, design approval, marketing content approval, website content approval, social media content approval, email campaigns, marketing campaign approval, event marketing, and media and sponsorship enquiry forms.
Who are the Marketing templates for?
They're designed for marketing teams, content and design teams, and the reviewers who approve their work. Requests come in through forms, and reviewers record feedback and decisions on their tasks.
Can I change a marketing template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a legal review or change who gives final approval — or edit the steps in the workflow editor. Earlier versions are kept.