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Campaign Briefing Free Template

Pipefy’s Campaign Briefing template helps you collect multiple requests in a single place so your marketing team can create and execute impeccable ad campaigns.

Transform chaotic briefings into campaign machines

Stop chasing information and wasting time by collecting everything you need and in a single place. With this template, your team will receive standardized campaign briefings from stakeholders so they have all the right information the first time.

Pipefy’s Campaign Briefing template helps you streamline campaign execution, from setting priorities, to adjusting the final version accordingly to stakeholders’ feedback. All with full visibility overdue dates, workload distribution, and campaign’s completion percentage.

Streamline your operation

Collect all in one place

Receive campaign ideas in a single channel and ensure your stakeholders follow the same standard.

Easily track your process

Control the entire process and keep track of each marketing campaign briefing, phase by phase.

Run it smoothly

Gain time by automating approvals, feedback and handoffs.

Choose how you receive inputs

With this Campaign Briefing template, you’ll have access to a customizable private form with all information needed to streamline your briefings.

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The template comes with recommended fields, like stakeholder’s name and contact, goals, estimated budget and costs, references and more. You have full control to edit it according to your company’s needs, choosing which information is mandatory and getting the most out of different formats, from dates to checkboxes, currencies and document attachments.

The form is internal, but you can make it public by sharing a unique link or adding it to service portals. All information will be received in your Campaign Briefing’s process.

Never miss a detail

Use this template to guarantee no details get lost. From filling out checklists to completion percentages, screening reference materials, and approving deadlines, you can do it all within the template.

Gain full control over your campaign briefing’s deadlines, track the team’s workload, and get hassle-free approvals. Automate key steps, like approving and collecting feedback, to get back more of your time.

Remember it’s all flexible, so you can customize all phases and fields accordingly to your team’s needs.

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Transform numbers into improvements

With Pipefy’s Dashboards and reports, you can easily analyze a team’s performance with indicators like the number of requests, by department, or lead cycle time.

Build and combine data from your Campaign Briefing process and track the progress of each request to optimize your strategies.

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

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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