Workflow Templates for Marketing
Design Approval Process Template
Manage approvals for your creative agency. Free automated approval flow template. Add project leads and clients as approvers. Send automated emails. No coding.
Approvals
Social Media Approval Process Template
Manage social media strategy with an automated approvals process. Premade approval flow template for your team. Send autoresponder emails. No coding.
Marketing
Website Content Workflow Template
The Website Content Workflow Template is designed to streamline the creation, review, and publishing of website content, making it ideal for marketing teams, content creators, and web developers.
Marketing
Affiliate Registration Approval Process Template
Find creators to promote your business. Free automated approval flow template for affiliate programs. Get applications fast. Add approvers, emails, and more.
Marketing
Newsletter Approval Process Template
Process newsletter requests seamlessly on any device. Great for marketing departments. Easy-to-customize online approval flow. Send notifications, emails, and more.
Marketing
Lead Qualification Workflow Template
The Lead Qualification Workflow Template is designed to help sales teams, marketers, and business owners streamline the process of qualifying leads and moving them through the sales funnel.
Marketing
Social Media Workflow Template
The Social Media Workflow Template is designed to automate and streamline the process of managing social media content and campaigns, making it a valuable tool for marketing teams, content creators, and social media managers.
Marketing
Publishing Agreement Approval Workflow Template
The Publishing Agreement Approval Workflow Template is designed to streamline the process of reviewing and approving publishing agreements, making it ideal for publishers, authors, legal teams, and literary agents.
Application
Publishing Approval Process Template
Streamline your publishing approval process. Send automated approval or denial emails, set up notifications, and add new participants. Easy drag-and-drop customization.
Marketing
Lead Generation Process Workflow Template
The Lead Generation Process Workflow Template is designed to help businesses automate and optimize the process of capturing and managing leads, making it a valuable tool for marketing teams, sales departments, and business owners.
Marketing
Event Marketing Workflow Template
The Event Marketing Workflow Template is designed to help marketing teams and event organizers streamline and automate their event promotion efforts.
Marketing
Content Marketing Workflow Template
The Content Marketing Workflow Template is designed to streamline the process of creating, reviewing, and publishing content, making it an ideal tool for marketing teams, content creators, and business owners.
Marketing
Event Planning Workflow Template
The Event Planning Workflow Template is designed to help event coordinators, planners, and teams efficiently manage the intricate details of planning an event.
Marketing
Email Marketing Workflow Template
The Email Marketing Workflow Template is designed to help marketing teams automate and manage their email campaigns from start to finish. Ideal for businesses looking to streamline the process of email content creation, approval, and distribution, this template ensures that every campaign is executed efficiently and on time.
Marketing
Digital Marketing Workflow Template
The Digital Marketing Workflow Template is designed to help marketing teams automate and streamline their digital campaigns, from strategy planning to execution and reporting.
Marketing
Press Release Approval Process Template
Review press releases online. Great for legal teams or PR managers. Easy-to-customize automated approval flow. Send notifications, emails, and more automatically.
Marketing
Facility Management Workflow Template
The Facility Management Workflow Template is designed to help operations teams, facility managers, and administrative staff streamline the maintenance and management of facilities.
Marketing
Marketing Automation Workflow Template
The Marketing Automation Workflow Template is designed to help marketing teams efficiently manage their campaigns, nurture leads, and streamline repetitive tasks.
Marketing
Newsletter Workflow Template
The Newsletter Workflow Template is designed to simplify and automate the process of creating, reviewing, and sending newsletters, making it an essential tool for marketing teams, content creators, and communications departments.
Marketing
Content Publishing Workflow Template
The Content Publishing Workflow Template is designed to help marketing teams, content creators, and editors automate and manage the process of creating, reviewing, and publishing content efficiently. Whether you're publishing blog posts, articles, or multimedia content, this template ensures that each stage—from content creation to final approval and scheduling—is organized and streamlined, allowing teams to deliver high-quality content on time and consistently. With Jotform’s Workflow Builder, you can automate tasks such as assigning content creation, setting up approval flows for editorial review, and scheduling content for publishing. Integrations with platforms like Google Drive, Asana, and Slack facilitate seamless collaboration, ensuring that drafts, feedback, and final versions are easily shared among team members. You can also generate reports to track the progress of content in the pipeline, ensuring timely publication. These powerful automations enable your team to focus on creating compelling content while ensuring that the publishing process runs smoothly and efficiently.
Marketing
Client Subscription Renewal Workflow Template
The Client Subscription Renewal Workflow Template is designed to streamline and automate the process of managing subscription renewals, making it ideal for SaaS businesses, service providers, and subscription-based companies.
Marketing
Customer Satisfaction Workflow Template
The Customer Satisfaction Workflow Template is designed to automate and streamline the process of gathering, analyzing, and acting on customer feedback.
MarketingAbout Marketing Workflow Templates
Your marketing team is dedicated to showcasing the best of your company — so why not make your internal workflow processes great too? Streamline the way your team processes and responds to internal content and design requests with Jotform’s free Workflow Templates for Marketing! To get started, choose the one that best suits your needs and update it in just a few clicks by adding approvers, steps, custom emails, and more workflow elements if needed. When someone asks for marketing content through your online request form, their request will automatically be forwarded to approvers for review. You’ll be able to track every step of the process in Jotform Inbox, so no request will go unanswered. Make it easier for your marketing team to communicate with other departments and meet company goals with Jotform’s Workflow Templates for Marketing!
Frequently Asked Questions
1) What are marketing workflow templates?
Marketing workflow templates are pre-built automation tools designed to streamline various marketing processes, such as campaign management, content creation, lead generation, and social media scheduling. These templates help marketing teams manage their tasks efficiently and enhance collaboration.
2) How can marketing workflow templates improve campaign management?
Marketing workflow templates automate tasks like campaign planning, approval processes, performance tracking, and budget allocation. This ensures that campaigns are launched on time, meet objectives, and stay within budget, all while reducing manual effort.
3) What types of marketing tasks can be automated using workflow templates?
Marketing workflow templates can automate tasks such as content creation approvals, lead tracking, email marketing sequences, event planning, social media posting, and client feedback collection. These workflows help marketing teams focus on creativity and strategy.
4) Are marketing workflow templates customizable for different marketing strategies?
Yes, marketing workflow templates are fully customizable to suit different strategies, such as inbound marketing, product launches, influencer outreach, and SEO campaigns. Users can modify templates to match the specific needs of their marketing goals and team structure.
5) How do marketing workflow templates integrate with other marketing tools?
Marketing workflow templates can seamlessly integrate with tools like Zoho CRM, Mailchimp, HubSpot, and other CRM systems. This allows marketers to automate workflows across multiple tools, ensuring data consistency and improved performance tracking.
6) Can marketing workflow templates improve collaboration between marketing and sales teams?
Absolutely. Marketing workflow templates facilitate collaboration by automating lead handovers, tracking follow-up tasks, and managing shared campaigns. This ensures smooth communication and coordination between marketing and sales teams, resulting in better alignment and increased conversions.
7) How can marketing workflow templates help with content creation and approval processes?
Marketing workflow templates streamline the content creation process by automating task assignments, setting up approval flows, and managing deadlines. This ensures that all content, whether for blog posts, social media, or email campaigns, is reviewed, approved, and published on time.
8) What are the benefits of using marketing workflow templates for lead generation?
Marketing workflow templates automate lead capture, qualification, and nurturing processes. They help marketing teams track lead sources, set up automated follow-up sequences, and ensure that leads are properly segmented for personalized campaigns, ultimately improving conversion rates.
9) How do marketing workflow templates assist with social media management?
Marketing workflow templates simplify social media management by automating content scheduling, approval processes, and performance tracking. Teams can plan, create, and schedule posts in advance, ensuring consistent and timely engagement across platforms.
10) Can marketing workflow templates track the performance of marketing campaigns?
Yes, marketing workflow templates can automate the tracking of key performance indicators (KPIs) such as lead conversions, ROI, email open rates, and social media engagement. They provide real-time data, helping marketers quickly assess campaign success and make data-driven decisions.