Email Marketing Client Intake template
An email marketing brief needs to explain where the audience came from and who manages sending, as well as what the messages should say. This intake form records goals, audience sources, segments, sender details, suppression ownership and approval responsibilities. Existing senders can add platform history; new programs skip that follow-up.
12 questions · Free plan: 500 responses/month · fully customizable
- Editable split-screen artwork
- Animated question transitions
- 1 built-in logic rule
What’s inside
The questions this template ships with — rename, reorder, or delete any of them in the builder.
When to use this template
- Onboarding an email marketing or lifecycle client
- Planning a first newsletter or welcome series
- Clarifying the boundary between writing, platform setup and campaign approval
Tips to get more from it
- Collect an aggregate audience description here, not a list of subscriber records.
- Identify the person who maintains unsubscribes and suppressions before planning any send.
- Agree test-send approval and domain setup responsibilities before fixing a campaign date.
Example response and next steps
Illustrative example, not a real customer submission.
A course publisher wants a welcome series for people who request its study planner.
- How was the audience collected, and how are permissions recorded?
- People sign up on our site; our email platform stores the signup source and permission record.
- Who supplies content and approves test sends?
- The course editor supplies lessons and the marketing lead approves test emails.
How to use the response
Review the actual signup wording and audience process with the client. Agree who handles suppression updates and test the sending setup separately before scheduling the welcome series.
Before publishing your version
Test both existing-sender paths and edit campaign choices. This form should gather responsible owners and process descriptions, not subscriber exports, passwords or a guarantee of deliverability.
Questions people ask
Does this form send campaigns or import subscribers?
No. It collects requirements for your team's review. Sending-platform configuration and audience handling are separate tasks.
Is this the same as an email signup form?
No. A signup form collects an individual subscriber's request. This intake form collects a client's program requirements and operating responsibilities.
Does an answer about permission prove compliance?
No. It records the client's description of their process. Review the actual signup, records and campaign requirements separately before sending.
Go deeper
Related templates
Better forms.
Better data.
Start with a conversation, a document or a single page. Unlimited forms and 500 responses per month on Free. No card required.