Campaign Briefing Form Free Template


Pipefy’s Campaign Briefing Form allows you to capture standardized intakes in one place, and ensure that your team has everything they need in hand to perform outstanding campaigns.

Collect intakes impeccably

The Campaign Briefing Form template comes with suggested fields that boost intake collection in one place and in a standardized way.

Through mandatory fields, ensure your team captures the exact information they need without the need to toggle between multiple channels. Customize it with different field types and easily share it with stakeholders by embedding a unique link to your website or sending it through email or message.

Then, transform your requesters’ submissions into a fully integrated workflow in Pipefy and ensure none of your campaigns’ deadlines get missed.

Transform briefings into smart campaign workflows

Collect critical information

Make fields mandatory and ensure requesters fill the form’s fields properly.

Standardize briefings

Customize different rich fields and build a standardized campaign form.

Connect your form

Integrate Pipefy with tools or software of your everyday use.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

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Campaign Briefing Form Template

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