Marketing Campaign Brief Template

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

Data sources supported

Airtable
Google Sheets
MySQL
BigQuery
REST API
HubSpot
Maria DB
monday.com
Notion
PostgreSQL
Smart Suite
SQL Server
Supabase
Xano
ClickUp
Coda

Categories

Forms
Business Operations
Marketing
Events & Media
Professional Services

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:

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.
,

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin
Founder, Integral Ed

How to set up your marketing campaign brief template

  1. 1
    Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
  2. 2
    Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
  3. 3
    Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
  4. 4
    Go live in minutes: Your marketing campaign brief is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

Build your custom marketing campaign brief today.

Build and launch your first app in under 30 minutes.
Start with template