Advertising Campaign Request

Advertising campaign requests submitted through email or informal briefings give media and creative teams an inconsistent starting point. Audience demographics are described vaguely rather than captured in structured columns. Media channel and ad format preferences are stated informally. Creative concept and required assets are not documented alongside the budget and timeline. Reporting frequency is agreed verbally and forgotten. Without a centralized, structured campaign request process, briefing agencies, aligning internal teams, and maintaining an auditable record of what was requested and approved requires more effort than it should.

The Advertising Campaign Request template for SharePoint, built with Infowise Ultimate Forms, provides a campaign brief form that captures the campaign title, objective, a detailed audience profile, the main campaign message, budget, campaign dates, payment method, preferred media channels, ad formats, placement preferences, creative concept, required assets, success metrics, reporting frequency, and additional comments. Every campaign request is stored as a complete, searchable brief in SharePoint.

How it works

Campaign objective and audience profile

The form captures the campaign title and primary objective alongside a structured audience profile covering age group, gender, location, income level, and any additional audience context the requester wants to provide. Capturing audience demographics in structured columns at the brief stage gives media planners and creative teams the targeting parameters they need to make channel and format decisions without conducting a separate audience workshop before work can begin.

Main message and budget

A main campaign message column captures the core communication the campaign should deliver, providing the creative team with the brief's strategic foundation in a single documented statement. Campaign budget, start and end dates, and payment method are captured in dedicated columns, giving the media and finance teams the financial and scheduling parameters needed to plan and commit resources without a separate budget conversation.

Media channels, ad formats, and placement

The form captures the requester's preferred media channels, ad formats, and placement preferences in structured columns. Capturing channel and format requirements at the point of briefing ensures that the media planning team has documented preferences to work from, reducing the risk of developing a media plan that the requester would not have approved had these preferences been discussed upfront.

Creative concept and required assets

A creative concept column gives the requester the space to describe the visual and creative direction they have in mind. A required assets column captures what needs to be produced — video, static images, copy, landing pages, or other deliverables — providing the creative team with a documented production list from the point of brief receipt rather than discovering asset requirements progressively during the campaign build.

Success metrics and reporting

A success metrics column captures how the campaign's performance will be measured, establishing accountability for outcomes at the briefing stage rather than retrospectively. A reporting frequency column captures how often the requester expects performance updates, ensuring the media team has a documented reporting cadence to plan around from the outset.

What you get

• An advertising campaign request form capturing campaign title, objective, and a structured audience profile across age, gender, location, and income level
• Main campaign message, budget, campaign dates, and payment method
• Preferred media channels, ad formats, and placement preferences in dedicated columns
• Creative concept and required assets providing the production team with a complete deliverables brief
• Success metrics and reporting frequency for outcome accountability and performance tracking
• Every campaign request stored as a complete, searchable brief in a standard SharePoint list
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Advertising Campaign Request system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All campaign request records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.