Campaign Intake Follow-Up

A practical example

Example: a marketing operations team routes all requests through one form.

Each request gets an owner, a decision within five business days, and automated status notifications at approval, launch, and reporting milestones, with a dashboard showing aging requests.

What to evaluate before investing

• Confirm the platform supports a structured intake form with required fields, not just free-form tickets.
• Ask whether status notifications to requesters can be automated at defined milestones.
• Verify aging or stalled requests are visible in a report that leadership can review without manual assembly.

Limitations and tradeoffs

Follow-up process adds overhead; if intake criteria are unclear, teams spend effort updating requesters on campaigns that should have been declined at submission, so decision rules must be defined before automating notifications.