Email Design Questionnaire Google Form Template

Intake & Onboarding6 minUpdated

A free Google Form template for capturing email design preferences, brand assets, and client briefs. Streamline your campaign creation process instantly.

Live form

Embedded Google Form. Scroll inside the frame to see all questions.

About this template

The Email Design Questionnaire Google Form Template is designed for marketing agencies, freelance designers, and in-house creative teams to gather comprehensive briefs from clients. Collecting precise brand guidelines, visual preferences, color codes, typography choices, and copy requirements before starting a project prevents endless revisions and miscommunications. This structured template ensures you receive all necessary assets—such as logos, reference links, and copy—right at the start of your workflow.

By leveraging Doc2Form, you can instantly turn this structured questionnaire into a ready-to-use Google Form, seamlessly integrate it into your client onboarding process, and manage incoming design requests from a single spreadsheet. Whether you are building automated newsletter templates, promotional blasts, or lifecycle email campaigns, this form sets clear expectations and aligns your creative team with the client's vision from day one.

Key features

  • Collect exact brand colors, fonts, and unique selling propositions in one place.
  • Gather client reference links and inspiration assets effortlessly.
  • Streamline file collection for company logos, images, and copy drafts.
  • Standardize client briefs to minimize costly design revisions.
  • Built for fast setup and seamless sharing via Google Forms.

Use cases

Onboarding new clients for ongoing email marketing campaigns.

Collecting design briefs for standalone product launch newsletters.

Gathering branding guidelines and visual assets for agency rebrands.

Standardizing design requests from internal departments for corporate…

Standardizing design requests from internal departments for corporate communications.

What this form collects

  • Full Name (Short answer)Enter your first and last name.
  • Email Address (Short answer)Provide the best email address for project communications.
  • Business Name (Short answer)Enter your company or brand name.
  • Website Address (Short answer)Include the main URL for your business.
  • Business Domain or Industry (Short answer)E.g., Ecommerce, SaaS, Healthcare, Finance.
  • Business USPs (Unique Selling Propositions) (Paragraph)What makes your brand or products stand out from competitors?
  • Company Logo (Paragraph)Please paste a link to your high-resolution logo (Google Drive, Dropbox, etc.) or describe where it can be accessed.
  • Email Design Objective (Paragraph)What is the primary goal of these email templates? (e.g., newsletter, promotional sales, welcome sequence)
  • Brand Colors (Paragraph)List your primary and secondary brand colors using Hex codes if available.
  • Brand Typography (Paragraph)Specify your primary and secondary brand fonts, or list standard web-safe fonts you prefer.
  • Font Files (Paragraph)Please paste a link to custom font files if your brand uses proprietary typography.
  • Reference Email URLs (Paragraph)Provide links to 2-3 emails or design styles you like and want to use as inspiration.
  • Reference Files and Inspiration (Paragraph)Please paste a link to any mood boards, style guides, or imagery folders.
  • Responsive Design Preference (Multiple choice)Confirm if you require mobile-first optimization and specific dark mode testing.
  • Email Copy and Assets (Paragraph)Please paste a link to your final text copy and image folder for the campaign.
  • Additional Design Notes (Paragraph)Share any specific layout requests, disclaimers, or design constraints our team should keep in mind.

FAQ

How do I share this email design questionnaire with my clients?

Once you convert this template into a Google Form using Doc2Form, you can easily share it via a direct link, embed it on your website, or email it directly to your clients as part of your onboarding workflow.

Can clients upload large files like brand fonts and high-res logos?

Google Forms allows respondents to upload files directly to your connected Google Drive. For larger files, the form also prompts clients to share secure cloud storage links such as Google Drive or Dropbox.

Can I customize the brand colors and typography questions?

Yes! Because the form lives entirely in your Google Account, you can add, remove, or edit any questions, color fields, or font preferences to match your agency's exact scoping requirements.

Where are the questionnaire responses saved?

All client submissions are automatically organized in a linked Google Sheets spreadsheet, making it simple to review brand assets and project details with your design team.

Get this form in your Google Drive

Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.

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