About this template
The Instagram Campaign Request Form is an essential tool for marketing agencies, social media consultants, and internal growth teams. Designed to capture comprehensive project briefs from prospective clients or internal departments, this form streamlines the collection of crucial social media data. It gathers everything needed to kick off a successful promotional push, including Instagram handles, target audience details, specific campaign goals, budget parameters, and reference links to past visual assets or inspiration.
By utilizing this structured intake format, marketing teams eliminate endless email chains and missing information. Every submission is automatically organized into a single Google Sheets spreadsheet, making it effortless to review, prioritize, and assign incoming campaign requests. Whether you are running brand partnerships, sponsored reels, or full-scale influencer activations, this template provides a professional, friction-free onboarding experience that gets your campaigns moving faster.
Key features
- Capture complete Instagram handle and business details in one submission
- Collect reference post URLs and visual asset links seamlessly
- Standardize campaign briefs to eliminate back-and-forth emails
- Organize all incoming client requests directly in Google Sheets
- Fully customizable to match your agency's branding and requirements
Use cases
- Marketing agencies vetting new client social media promotion requests
- E-commerce brands coordinating influencer partnership briefs
- In-house marketing teams managing internal product launch campaigns
- Social media managers collecting content guidelines for sponsored posts
What this form collects
- Contact Person Name (Short answer)Enter the full name of the primary contact for this campaign.
- Business or Brand Name (Short answer)The registered name of your company or organization.
- Business Email Address (Short answer)We will use this email to send campaign proposals and updates.
- Payment Account Email (PayPal) (Short answer)Enter the email associated with your billing or PayPal account if applicable.
- Instagram Username (Short answer)Provide your official Instagram handle (e.g., @yourbrand).
- Instagram Photo or Post URLs (Paragraph)Please paste links to sample posts, inspiration, or visual assets you want us to reference.
- Primary Campaign Objective (Dropdown)Select the main goal you want to achieve with this Instagram campaign.
- Target Audience Description (Paragraph)Briefly describe your ideal demographic (age, interests, location, etc.).
- Proposed Campaign Budget (Multiple choice)Select the budget range allocated for this campaign.
- Desired Launch Date (Date)When would you like this campaign to go live?
- Additional Details or Special Requests (Paragraph)Share any extra context, guidelines, or questions regarding your campaign.
FAQ
What is an Instagram campaign request form?
It is a standardized intake form used by marketers and agencies to collect campaign goals, target audience information, handle details, and content links from clients requesting promotional services.
How do I share this form with potential clients?
You can easily share the Google Form via a direct link, embed it directly into your website's contact page, or include it in your onboarding emails.
Can I customize the questions on this template?
Yes! Once you generate the form, you can freely add, remove, or edit any questions to match your exact campaign workflow and data requirements.
Where are the campaign request submissions stored?
All responses are automatically saved in a connected Google Sheets spreadsheet, allowing your team to review and track incoming requests in real time.
Is this Instagram campaign template free to use?
Yes, this template is completely free to convert and deploy using Doc2Form to your Google account.
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.