Managing all requests sent to you can be hectic. Dealing with different tools, inboxes, and chat apps can cause more frustration than they are supposed to help. With Google Forms and CoSchedule, eliminate the hassle of managing your requests by streamlining the process to your CoSchedule calendar. Below you will learn how to:
- Create Marketing Request Form
- Connect Zapier
- Managing Requests on the Calendar
- Share the Progress of Requests with Your Team
To create a marketing request form using Google Form, go to your Google Drive. For starters, you can create a form with four fields: Project Name, Description, Priority, and Due Date. You can always add more fields when creating your form.
Once the Google Form is created, you will need to create a Google Sheet for the Google Form. Click on Responses then click the Google Sheets Logo.
Now that the Google Form and Sheet are created, it is time to connect the Google Form to CoSchedule via Zapier.
When your Google Form is created, connect CoSchedule to the Google Form using Zapier. There is a Zap template to help you save time. When you finish connecting the Google Form to Zapier, begin to connect the form's fields to CoSchedule's Project in Zapier. Below, are the settings we use.
- Title: projectname
- Description: description
To add more labels to project requests, choose a project type or color label.
Lastly, choose an Owner, Status, and whether or not you want the request to go to the Idea Bin. Choosing an owner for all requests will give the owner a notification in the dashboard any time a new request is created. Also, if you don't want any request to be on the calendar, you can send it directly to the Idea bin to work on later.
When finished, you'll click Continue and finalize your Zap. A test will be sent to your calendar to make sure everything is connected correctly. If you didn't choose a scheduled date, it will be added to the date you created the test or it will be added to the Idea Bin.
Once you have connected the calendar to your Google Form, begin to have all requests go through the form. This will make sure you and your team are able to keep track of all requests that are sent to your team.
When we receive requests to our calendar, we have them labeled as a yellow color label called "Marketing Requests" and they are sent to our Ideas bin.
If you use color labels to label your request projects, you can create a saved view to help filter all of your marketing requests on your calendar and Idea bin.
The benefit of using a saved view to manage your requests will also help your outside team to see when their requests are scheduled. To share your marketing request view, click share calendar and select your marketing request view.
When your team receives the shared calendar URL, they will a dynamic, easy-to-read calendar with all of their requests and the progress of the request.