Marketing Internal Request Form

Name(Required)

First Last

Email Address(Required)

Department(Required)

Xtend

Bookkeeping or Mortgage Servicing

Contact Center

Communcations

Data Analytics

Xtend Shared Branching

Other

Do you need this to be sent on a certain date?(Required)

Yes

Target send date

The deadline for marketing submissions is the 20th of each month. All marketing will be scheduled for the month after. Please allow 2 weeks for content creation.

Month

Day

Year

Call-To-Action(Required)

What's the purpose of this marketing? Example visit a webpage, contact someone, register for an event, etc. Be as specific as possible.

Marketing content(Required)

Please write or paste the content you would like in the marketing. Be as specific as possible. If you need assistance with writing copy or marketing ideas, please schedule time with the Marketing and Design Specialist.

Required marketing disclosures

Please write or paste any disclosure or terms you would like in the marketing.

Marketing files

Upload any other files you think will help with the marketing creation or would like included in the marketing such as documents, images, graphics, etc.

Drop files here or

Accepted file types: pdf, jpg, Max. file size: 128 MB.

Emails

How many emails would you like sent with this content?

One

Two

Three

None

Target audience details

General (Client News Lists)

I would like CU* Answers to send out this email.

I have a certain email list I will provide to sent this email out too.

Social Media

How many social media posts would you like created with this content?

One

Two

Three

None

Webinar

Do you want to present a Webinar on this content?

Yes

The Pitch(Required)

2-3 Sentences Overviewing what the Webinar will be about

First Preferred Date(Required)

What is your first preferred week to present this Webinar?

Preferred Time of Day

What is your preferred Time of Day to Host your Webinar?

Morning

Afternoon

Preferred Time of Day(Required)

What is your preferred Time of Day to host your Webinar?

Introduction(Required)

Do you need an Introduction?

Yes

Will you have a Co-Host?(Required)

Yes

Co-Host Name

First Last

Webinar Marketing Options(Required)

What Marketing Materials would you like the Communication team to do?

HTML Client News Email

Social Media

Event on Website