Social Media Content Ideas & Promotions Intake Form
About this template
This intake form helps social media teams collect the information needed to plan campaign content and promotions. Clients can identify priority topics, goals, preferred formats, available assets, target audiences, performance measures, brand guidelines, and approval contacts.
Who it’s for
- Social media teams planning a monthly content calendar
- Businesses promoting a product launch, seasonal offer, or event
- Agencies collecting campaign details and creative assets from clients
- Teams that need clear content approvals before posts are published
When to use it
- Before planning a new social media campaign or content calendar
- When a business has a promotion with defined start and end dates
- When collecting photos, videos, testimonials, or brand guidelines for content production
- Before launching paid social promotion or sponsored creative
Customization tips
- Add platform-specific fields if content will be published on selected channels such as Instagram, TikTok, LinkedIn, or Facebook.
- Include a field for required hashtags, account tags, or links that must appear in posts.
- Add a question about restricted claims, regulated language, or mandatory disclosures when applicable.
- Set required fields for launch date, primary goal, approver email, and ready-to-proceed confirmation.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
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Social Media Content Ideas & Promotions Intake Form
Content Priorities
Tell us which products, services, or messages you want us to prioritize in upcoming social media content.
Select all product lines, services, or themes you want us to highlight in the next campaign or month.
Choose the main objective we should aim for with these posts.
Promotion Details & Timing
Provide specifics about any promotions, offers, or campaign timing so we can schedule and craft content appropriately.
Include promo copy, coupon codes, if it’s online or in-person, and any terms or exclusions.
When should promotion posts begin?
When should promotion posts stop or the offer expire?
Estimated ad spend for boosting posts or running paid campaigns. Leave blank if none.
Story Ideas & Content Assets
Share story angles, campaign themes, and assets we can use (photos, videos, testimonials).
Provide short descriptions of concepts, hooks, or narrative directions you'd like us to explore.
What tone and core messages should appear in captions and creative?
Select the formats you want us to produce for this campaign.
Tell us what you already have (file names or links). We'll request uploads at the end if needed.
Targeting & Performance
Share who we should target and any KPIs to measure success.
Describe your ideal customer(s) so content and targeting align.
Choose attributes that matter for this campaign.
List the primary metrics you'll use to judge success.
Brand Guidelines & Approvals
Provide brand rules, approval process, and any required legal or compliance notes.
If you have a document or folder with logos, fonts, or tone guidance, share the link.
Tell us how content should be approved before publishing.
Who will be the main contact for approving content?
We will send drafts and scheduled post notices to this address.
Useful for last-minute approvals or clarifications.
Competitors, Inspiration & Notes
Share competitor accounts, inspirational brands, and any additional notes to guide creative direction.
List social handles or URLs of competitors and accounts you admire.
Tell us any topics, tones, or visuals that are off-brand or sensitive.
Timing & Delivery
Share the intended timing and content cadence so we can plan delivery.
When would you like the first posts or ads to go live?
How often would you like posts published during the campaign?
Files & Uploads
Please upload logos, product photos, videos, or documents we can use for creative production.
Upload high-resolution logos and any brand files. Accepts multiple files.
Upload manufacturer images, lifestyle photos, or short clips to include in content.
Upload written testimonials, PDFs, or short video endorsements.
Any compliance documents, terms, or image release forms we need to include.
Sign-off
Final approval to proceed and acknowledgement of assets and timelines.
Confirm whether our team can start work based on the information provided.
