Marketing Support Request

Marketing support requests submitted through email or informal conversations give marketing teams an inconsistent record of what is being asked for, why, for whom, by when, and whether it has been approved. The objective and target audience are not documented alongside the request description. Budget availability and additional resources are unstated. The approval chain is not identified at the point of submission, meaning the marketing team may begin work on a request that has not yet been authorized. Without a centralized intake process, managing marketing support requests consistently and prioritizing work across competing demands requires more effort than it should.

The Marketing Support Request template for SharePoint, built with Infowise Ultimate Forms, provides a request form that captures the request title, date, requestor contact details, urgency level, type of support needed, objective, target audience, full description, deadline, allocated budget, additional resources available, the required approver, approval status, and any comments or notes. Every request is stored as a complete, actionable record in SharePoint.

How it works

Request identification and contact details

The form captures the request title, request date, the name of the person submitting the request, their email address, and optionally their phone number. Capturing a clear request title alongside contact details gives the marketing team an immediate reference point for each request and a direct point of contact for clarification without searching through correspondence.

Urgency, support type, and request description

An urgency level column captures the priority of the request, enabling the marketing team to triage the queue without manually assessing each submission. A required support type column categorizes what kind of marketing assistance is needed. A full description column gives the requestor the space to explain the request in detail, providing the team with the context needed to scope and deliver the work accurately.

Objective and target audience

An objective column captures what the request is designed to achieve. A target audience column identifies who the output is intended to reach. Capturing both in structured columns at the point of submission gives the marketing team the strategic context needed to make informed creative and channel decisions without a separate briefing conversation.

Deadline, budget, and available resources

A deadline column captures when the completed output is needed. An allocated budget column documents the financial parameters of the request. An additional resources available column captures any assets, copy, imagery, or other materials the requestor can provide to support delivery. Capturing all three within the request record gives the marketing team everything needed to assess feasibility and plan delivery before committing to a timeline.

Approval and status

An approval required from column captures who needs to authorize the request before work begins. An approval status column tracks whether that authorization has been received. A comments or notes column captures any additional context. Documenting the approval chain within the request record ensures that the marketing team does not begin work on unauthorized requests, and that the approval status is visible to all stakeholders without requiring a separate follow-up.

What you get

• A marketing support request form capturing request title, date, requestor name, email, and phone number
• Urgency level and support type for structured triage and workload management
• Objective, target audience, and full request description for complete brief capture
• Deadline, allocated budget, and additional resources available for feasibility assessment
• Required approver and approval status columns for authorization tracking
• Every request stored as a complete, actionable record in a standard SharePoint list
• Extendable with automated submission notifications and approval workflows using Ultimate Forms
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Marketing Support Request system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All 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.