Capture all the campaign details you need for strategic planning and successful execution.

Overview
This free Marketing Campaign Brief template helps marketing teams, agencies, and freelancers align on key campaign details — from objectives and audience to messaging and budget.
Use it to gather input from stakeholders, define success metrics, and map out campaigns with clarity. All responses are stored in a connected database, so you can track, organize, and act on inputs in real time.
Why use this marketing campaign brief template
- Standardize campaign planning: Use a repeatable format to collect campaign objectives, messaging, targeting, and timelines — all in one place.
- Guide collaborators through the process: Multi-step forms and conditional logic help simplify complex inputs and adapt based on team responses.
- Stay aligned from kickoff to launch: Ensure all stakeholders understand the goals, audience, and strategy — reducing miscommunication and rework later.
- Capture and organize inputs in real time: Link the form to Airtable or Google Sheets to centralize responses and keep planning on track.
- Customize the look and logic: Tailor fields, steps, branding, and even follow-up messaging to match your process and team style.
Template features:
- Customizable fields
Choose from a variety of field types — text inputs, dropdowns, checkboxes, file uploads, and more — to collect exactly the campaign details you need.
- Multi-step form experience
Break down the briefing process into manageable sections for better clarity and completion rates.
- Step and section logic
Add conditional logic to show or hide sections based on previous responses. For example, only show digital ad questions if “paid social” is selected as a channel.
- 2-way data sync
Automatically log all submissions into your connected data source — perfect for reporting, collaboration, and stakeholder reviews.
- Responsive design
This form works seamlessly across desktop, tablet, and mobile. Team members can fill it out from wherever they are.
- Custom branding and domain
Apply your team’s branding to make the form look and feel like part of your internal toolkit.
- Thank you page
Include a personalized thank you page with next steps or resources — like a link to your campaign tracker or kickoff doc.
Who is this marketing campaign brief template for?
This template is ideal for marketing teams, consultants, and agencies who want to streamline campaign planning and stay aligned from day one.
- In-house marketing teams: Collect objectives, audience segments, content needs, and timelines from cross-functional teams before campaign kickoff.
- Marketing agencies: Align with clients on brand messaging, budget allocation, and key deliverables to ensure smooth execution.
- Freelancers & consultants: Gather upfront context and strategic inputs so you can deliver focused, high-value work—without chasing down details.
- Startups & small teams: Replace scattered docs and long email threads with one clear, collaborative form to plan every campaign.

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Frequently asked questions
- What is a marketing campaign brief?
A campaign brief is a structured document used to define the objectives, audience, strategy, messaging, and budget for a marketing campaign. It ensures everyone involved is aligned from the start.
- Do I need a Softr account to use the template?
Yes, you’ll need a Softr account to customize and share the form. You can get started for free — no payment details required.
- What data sources can I use this marketing campaign brief with?
The template includes a sample Airtable base to collect form answers, but you can also connect it to Google Sheets, Notion, HubSpot, monday.com, ClickUp, or any other Softr-supported data source.
- Is this template customizable?
Absolutely. You can update the field types, change the structure of the form, apply your branding, add conditional logic, and personalize the thank you page.