Sample email request form

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This is a handy email request form that you can use internally or externally to get the specifics you need to create successful email campaigns. It is especially helpful for Insurance companies using Marketo and Salesforce.

If you would like a copy of the PDF Form, please let me know.

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Sample email request form

  1. 1. Sample Email Request Form Project Hit Dates Request Date Target Blast Date/ Time Internal Head's Up External Head's Up 1st Test Needed Message Detail Subject Subject Dynamic? Yes No Email From Name Email From Name Dynamic? Yes No Email From Email Email From Email Dynamic? Yes No Design Will a New Header be needed? Yes No Will a Footer be needed Yes No Will the Email need an RSVP Button Yes No
  2. 2. Will a Signature be used? Yes No Email Goals Goals Generate Leads Generate Registrants Announce Support Recruit Increase Web Traffic Increase Booth Traffic Remind Notify Survey Nurture Other Description Call to Action Include Strategic Testing Yes No Type of Testing Subject line Offer Call to Action Send Day Send Time Other Audience Agent Prospective Agent Partner Insured Prospective Insured Vendor Other Email Type Category Product Leadership Event Service other
  3. 3. Compliments of Marla Chupack - Contact me for email consulting - mchupack@gmail.com Segmentation Type of Segmentation Country Zip State Zone Product Branch Industry Other Segmentations to Exclude Choice 1 Choice 2 Lists List will be provided Yes No Smart List(s) to Use Email Additions Form Page Needed? Yes No Landing Page Needed? Yes No Reminder email(s) Yes No Is Auto Respond Email needed? Yes No Number of Reminder Emails
  4. 4. Is a Save the Date token needed on Auto-Respond email? Yes No

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