Marketing Campaign Approval Request Form

Why Marketing Teams Need a Campaign Approval Request Form

Getting marketing campaigns approved shouldn't involve endless email chains, scattered spreadsheets, and chasing down signatures. A dedicated marketing campaign approval request form brings structure to your approval workflow, ensuring every stakeholder has the information they need to make fast, informed decisions.

This template is built for marketing teams, agencies, and businesses that need to document campaign details, justify budgets, and secure sign-off before launch. Whether you're planning a social media campaign, email marketing initiative, paid advertising push, or multi-channel activation, this form captures everything decision-makers need to review: objectives, target audience, budget breakdown, timeline, creative assets, and projected ROI.

How Paperform Transforms Campaign Approvals

With Paperform, your approval request becomes more than just a form—it becomes part of your workflow. Use conditional logic to show different fields based on campaign type or budget tier. Add file upload fields for creative mockups, media plans, or supporting documents. Set up calculations to automatically total budget line items and compute ROI projections in real time.

Once submitted, connect your form to Stepper (stepper.io) to automate the entire approval routing process. Automatically notify the right manager based on budget size, send reminders for pending approvals, update your project management tool when approved, and trigger a kickoff notification to your team. You can even collect manager sign-off using Papersign (papersign.com) for a complete audit trail.

With native integrations to Slack, Google Sheets, Airtable, and your CRM, every campaign request flows directly into your existing tools—no copy-paste required. Track approval rates, identify bottlenecks, and use AI Insights to analyze which campaign types get greenlit fastest.

Built for Marketing Teams Who Move Fast

Whether you're a marketing manager at a growing startup, an agency handling multiple client campaigns, or part of an in-house team at an SMB, this template gives you a professional, branded approval process that scales. Customize the questions to match your approval criteria, embed the form in your project wiki or share via link, and give your team the clarity they need to launch campaigns with confidence.