Email Marketing Campaign Intake
About this template
This request template helps marketing teams collect the information needed to prepare an email campaign. It covers campaign objectives and audience targeting, email messaging and links, sender and compliance details, test-send preferences, creative assets, and the preferred scheduling process.
Who it’s for
- Email marketing teams preparing promotional, announcement, or newsletter sends
- Agencies collecting campaign requirements from existing clients
- Businesses coordinating email copy, creative assets, and delivery requirements
- Teams that need to confirm test-send and scheduling preferences
When to use it
- Before drafting or building a new email marketing campaign
- When collecting audience segments, exclusions, and sender information
- When campaign content, calls to action, links, or creative assets need to be provided
- Before sending a test email or scheduling the final campaign
Customization tips
- Include the sending platform or account where the campaign will be built.
- Add tracking parameters or reporting goals when campaign measurement is needed.
- Tailor the test-send choices to match your campaign workflow.
- Remove creative, legal, or scheduling fields that do not apply to the campaign.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Email Marketing Campaign Intake
Campaign Strategy
Share the core objective and audience for this email marketing campaign.
Describe the primary result this email campaign should achieve.
Describe who should receive the campaign and any relevant targeting criteria.
Choose the desired delivery date and time for this campaign.
Provide the promotion, announcement, or main takeaway recipients should see.
Email Content
Provide the messaging, links, and inbox details for the campaign.
Enter the preferred email subject line.
Enter the preview text shown beside or below the subject line in many inboxes.
Provide the written content or source messaging that should appear in the email.
Enter the button or link text for the main action.
Provide the URL recipients should reach from the primary call to action.
Optional: provide an additional URL for a secondary link or call to action.
Sending Details
Share the from-name and address, anyone we should exclude, and any required wording.
Enter the display name recipients should see in their inbox.
Enter the from-address to use for this campaign.
Describe any contacts, segments, or lists that must not receive this email.
Provide any required compliance, promotional, privacy, or legal wording.
Testing Preferences
Tell us who should receive a test email and whether a test send is needed.
Enter the email addresses that should receive a test send, one address per line.
Choose whether the campaign should be tested before it is scheduled.
Share any other direction that will help us prepare and schedule the campaign.
Creative Assets
Upload visuals or supporting files that should be used in this email campaign.
Upload images, graphics, logos, PDFs, or other assets needed for the email.
Scheduling Preferences
Let us know what should happen once the campaign is ready.
Choose the next step you prefer after we prepare the campaign using the information in this form.
