Marketing

Marketing Process Templates


ThinkTilt has created forms and process templates for dozens of common HR processes. You are free to use these forms under a Creative Commons license. However, you will enjoy more benefits if you install ProForma for Jira

ProForma is... Jiraais...

An easy to use form builder that empowers teams to create, deploy and manage online forms in Jira. Using ProForma teams can:

  • Streamline their work by building repeated processes into an easy to use system
  • Say goodbye to long email chains, outdated forms and distracting phone calls in favor of an efficient way to collect the information they need
  • Collect exactly the data they need, formatted the way they need it, without requiring custom fields or configurations from IT
  • Easily manage, track and respond to requests

Jira is an industry-leading issue tracking system that lets teams

  • Design and use workflows that conform to their processes
  • Track any issue through a process, from opening to resolution
  • Easily connect to a knowledge base (policies, how to articles, etc.) so customers can help themselves
  • Analyze and report on important metrics such as number of issues, request types, time to resolution, etc.
  • Manage service requests with queues, SLAs, and built-in approvals using Jira Service Desk





Process: Add an event to events calendar

Manage and respond to requests to add an event to the events calendar. Allows employees or members of the public to submit general event information for inclusion in the organization-wide calendar.

Process: Advertising requisition

Manage and respond to requests for the purchase of promotional advertising as overseen by Marketing.

Process: Alcohol permit

Manage and respond to request to keep and/or serve alcohol on the organization's grounds.

Process: Bulk mail

Manage and respond to requests to send out an item via bulk mail.

Process: Communication support

Manage and respond to requests for communication support from Marketing. There is a separate process for media advertising requests.

Process: Conference proposals

Solicit, manage and respond to proposals to present at an upcoming conference the organization is hosting.

Process: Content creation

Manage and respond to requests for the creation of new content or materials such as marketing brochures, etc.

Process: Customer testimonial

Receive and manage customer testimonials.

Process: Event branding package

Manage and respond to requests for branding packages for events that teams within the organization are hosting or participating in.

Process: Event permit request

Manage and respond to requests for to use the organization's space for an event.

Process: Event run sheet

Create an event run sheet to track preparations and ensure events run smoothly.

Process: Events debrief

Record results, feedback and suggestions after conducting an event.

Process: External communications

Manage and respond to requests for approval of outbound communications from other business units within the organization.

Process: Gift register

Record gifts and donations made to the organization.

Process: Graphic design

Manage and respond to requests for graphics.

Process: Image request

Manage and respond to requests for images from the photograph archive to ensure suitable images are used for marketing purposes.

Process: Interpretation

Manage and respond to requests for live, simultaneous language interpretation.

Process: Leadership team health monitor(Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Leadership Teams.

Process: Logo use for promotional purposes

Manage and respond to requests by employees or partner organizations to use the organization's logo.

Process: Mailing list

Manage and respond to requests to be added to the organization's mailing list

Process: Marketing asset

Manage and respond to requests for the development of marketing assets such as brochures, flyers, etc.

Process: Marketing assistance

Manage and respond to requests for marketing assistance and promotional support. (Separate processes exist for the creation of webpage or newsletter content.)

Process: Marketing campaign

Manage and respond to requests for the launch of new marketing campaigns including identifying the objectives, competitors and the development of marketing assets.

Process: Marketing creative brief

Develop a creative marketing brief to collaborate with a Creative Agency on a new campaign.

Process: Marketing feedback

Receive, manage and respond to customer feedback.

Process: Marketing Service team health monitor (Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Service Teams.

Process: Media call brief

Inform key stakeholders of media call arrangements.

Process: New website

Manage and respond to requests for new websites. Gather the requirements to inform the planning and design and set expectations around budget and timings for all stakeholders.

Process: Photo consent and release

Record consent and releases from individuals for use of their photographic images for publishing purposes. Images may not be used for marketing purposes without this authority.

Process: Photography brief

Develop a photography brief to collaborate with a photographer on creating images for the organization or for a new marketing campaign.

Process: Pre-event checklist

Complete a checklist to ensure that all pieces are in place for an upcoming event.

Process: SEO Checklist

Complete a checklist to ensure search engine optimization of new or altered web content.

Process: Social media post

Manage and respond to requests to post information to the organization's social media accounts.

Process: Sponsorship Request

Manage and respond to sponsorship requests from external parties.

Process: Team event budget

Manage and respond to budget request for team events that promote the organization.

Process: Translation

Manage and respond to requests to have documents or text translated.

Process: Web banner

Manage and respond to requests to post information via a banner on the organization's website.

Process: Website change

Manage and respond to requests to change content on the organization's website.

ProForma is an online forms system that allows teams to streamline their business procedures.
You are free to use these forms under a Creative Commons license. However, you will enjoy more benefits if you install ProForma for Jira.