How to Use Request Forms - CoSchedule Blog

How to Use Request Forms

Request Forms provide an easy way to field incoming requests and organize all the information surrounding them. Using Request Forms also makes it easier to convert these requests directly into CoSchedule projects.

Note: Request Forms are only available in Marketing Suite.

Create a Request Form

  1. Navigate to Settings.
  2. Select Request Forms.
  3. In the upper right corner, select Create Request Form.
  4. Enter all necessary information (title, initial status, owner, etc.).
  5. Select Create.

Customize Your Request Form

  1. To rearrange the order of the form fields, from the left side drag and drop the specific field you want to move. 
  2. Select Remove Field to remove any fields you don’t want.
  3. Select Add A Field to add a Custom Field.
  4. You also have the option to select Add a team member to notify (this will notify a team member by email when a new request is submitted).
  5. Select Done.

When customizing your form, you can add any of the custom fields that have been previously created. Learn how to create a custom field here.

Edit Request Forms

  1. Navigate to Settings.
  2. Select Request Forms.
  3. Select Edit next to the form you want to edit.
  4. Make any changes.
  5. Select Done.

Share a Request Form

  1. Navigate to Settings.
  2. Select Request Forms from the right-side panel.
  3. Select Copy on the form you want to edit.
  4. Share the link.

New requests will automatically populate in your Idea Board under the pre-selected status for the Request Form.

Frequently Asked Questions

What are examples of use cases for Request Forms?

Request Forms could be used to field…

  • Incoming requests for graphic designers, i.e. print pieces, social ads, and email graphics
  • New blog post requests
  • Customer support materials

What are Custom Fields?

Custom Fields let you create points for specific data using drop downs, date, text fields, and more. You can add a custom field to your request forms to get further context from submitted requests. Learn more about Custom Fields here.

How can I organize my incoming requests?

New Requests automatically populate on your Idea Board under the pre-selected status for the Request Form. Keep organized by creating a filtered Idea Board view that only shows the incoming requests you need to see. 

Will I get notified when someone fills out my Request Form?

When a Request Form is created, there is an option to select which team members get notified (including yourself, if you add your own name). All users added to be notified will receive both an email and an in-app notification when the Request Form is filled out. You can manage your Request Form notifications in your Notification Settings.

Does the requester get notified when they submit a Request Form?

Yes,  the requestor will get a confirmation email that their form has been submitted.

Learn More

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