Marketing & Communications Request Form

Marketing & Communications Request Form
GENERAL INFORMATION
Requestor Name*
If your name isn't listed, select "Other" at the end.
First Name*
Last Name*
Email*
jsmith@cotality.com
What group are you with?*
Business Unit
Example. 1000
Cost Center
Example. 134004
What's the name of the group?
Is there an existing Jira #? If so, please provide.
Paste the URL vs. just listing MARK-2025.
REQUEST INFORMATION
Request Type Primer
Each checkbox [below] represents a different team.

Example:
Need a custom graphic/GIF/video for Web [and it will also live on social]?
Check Brand/Creative + Web + Organic Social.

Brand/Creative [datasheets/whitepapers/etc., graphics, videos, brand review]
Communications [press release, blog, award submission, etc.]
Content Marketing [thought leadership, HHQ, product articles, reports]
Digital [email, ads, lead upload, scoring, etc.]
Organic Social [LinkedIn, Facebook, X]
Swag/Giveaways [custom; not on the store, event support, gift cards, etc.]
Web [website revisions, new page creation, public bugs, Hubspot Landing Page,etc.]
Request Type*

Brand/CreativeCommunicationsContent MarketingDigitalOrganic SocialSwagWeb
Request Title*
Examples. Commercial Tax Datasheet Update, MLS Touch Retractable Banner Graphic, 2025 Intern Videos.
What is the nature of your request? *
Please be as detailed as possible. If your request is across multiple teams [Creative/Social/Web/etc.], break that out.
BRAND/CREATIVE

Contact Tom Buehl should you have any questions. Note: Please submit tickets as far in advance as possible. The Creative team has its hands full with some high-priority projects in December.
What TYPE of assets are being requested?*

Brand ReviewDocumentGraphicPodcastVideoOther
What type of asset is needed that isn't covered in the list above?
Note: "Brand Review" just means you need us to look at something you've created [to see if it's on-brand].
Who is the audience for this? Internal? External? Both?*
Internal? Please make sure the Comms team is aware.

If this is being sent via The Starling/etc., contact Kerrie Vnuk before submitting the request. Note: Priority will be given to revenue-generating tasks.
What is the DOCUMENT request? Also, what format do you need it in?*
Is it something new or are we updating an existing doc? Where will it be used?
Is this for DIGITAL or PRINT?*
Will this need to go on the Print Storefront?*
Please elaborate. Also, we'll need to know which cost center to use.*
What is the GRAPHIC request? Please list all deliverables.*
Please provide specs/creative direction [if any]. Where will it be used? Social? Web?
What is the VIDEO request?*
Editing an existing video? Filming someone? Target length? Please be very detailed. Where will it be used?
Is this going on Cotality.com? *
What is the Target REVIEW date [to see a first draft/cut]?*

MonthDayYear
Bake in plenty of time for revisions.
What is the ideal DUE date [to deliver final assets]?*

MonthDayYear
Make sure it's not the same as the REVIEW date.
Is there flexibility or is it a HARD deadline?*
Example. A hard deadline truly needs to be set in stone. We get a lot of revenue-generating tickets and need to make sure we assign the appropriate priority levels.
What's driving it?*
Meaning... what are you tethered to on your end? Show organizer needs it? Client meeting? A launch date? The reason behind these date-related questions is that we often find that tickets that come across as urgent could have been given more time. So, again... if it's a HARD deadline... we'll take that to mean you CANNOT go past that date.
If we did extend the due date, how far out can we push it? *

MonthDayYear
Date
COMMUNICATIONS

Contact Carly Owens, Charity Head, and Wendy Segal should you have any questions.
Please note that upon submission of this form, the review and approval process can take up to 5 business days. It is recommended to submit communication requests at least 3-5 business days in advance of your target send by date to ensure timely review and approval, as well as deployment.

No content should be considered final until reviewed and approved by the Communications team. All content must be formatted to AP Style and in active voice. While the intent of your message will not change, the language may be edited or shortened for ease of use.
Project Launch Date

MonthDayYear
Date
What business goal are you trying to achieve through this communication?
This helps us know the best way in which we can support you.
What type of communication are you requesting?

Press ReleaseBlog (Website)Award Submission
Any additional information you'd like to share with the Comms team?
CONTENT MARKETING

Contact Jessi Devenyns should you have any questions.
Request Type
Requested Post Date

MonthDayYear
Date
Did you claim a spot on the calendar?
Who will need to approve the final copy?
If different from Submitter.
Is this part of a larger marketing campaign?
Where would you like a reader to go after reading this piece?

Product PageRead Additional Content
What's the product page link?
Please paste the URL.
WEB

Contact Dylan Wagner should you have any questions.
This section tracks content management requests, public bugs and feature requests. To submit a ticket, please complete this form and include as much context in your description as possible. Any feature requests will enter into our sprint process for web development and content requests will be completed when all required assets are provided.
Web Request Type
Choose the type of request you're submitting. If the request is related to a specific type of content, you can choose that next.
What region should this content be published in?

USUKCAAUNZGlobal
Website URL (Slug)
Your preferred slug/URL for the published content, or the URL of the existing content or bug report.
DIGITAL

Contact Amanda Potter should you have any questions.
Region*
Request Category (Please check all that apply).*

Digital adsHubSpotOrganic searchReporting
Digital Ad Options*

Display adsPaid searchPaid social
HubSpot Options*

Contact list import/exportLead scoringGeneral question
Campaign Start Date*

MonthDayYear
Date
Campaign Name*
Hubspot Account*
What is the PO#?
Contact List Type [select one]
Note: All Hubspot Contact List requests will be handled on Mondays. High priority MQL lists can be escalated. Please reach out to Amanda Potter for high priority requests after submitting the form.
Import Confirmation
What TYPE of import list is this?
Hubspot Campaign Name
Lead Description
List Source
List Description
What type of EXPORT list is this?
Hubspot List Name
Description of the Segment
Example. Firmographic, demographic, activity, etc.
Why is this list needed outside of Hubspot?
Example. Other platform[s] the data will be used.
Hubspot List/Email Name
Email Deliverability Metrics Requested
Product Manager Email
Event Date [if applicable]

MonthDayYear
Date
I confirm that all contacts on the attached list have opted-in to receive Cotality marketing emails
What type of reporting?
ORGANIC SOCIAL

Contact Sarah Buck should you have any questions.
What are you promoting? *
Who is your audience?*
Target post date?*

MonthDayYear
If requesting multiple posts, please outline all desired dates in the description.
Is the due date flexible?*
Brief Description & Goals*
Provide any context or background information that may be helpful.
Proposed Social Copy
What creative are you planning to use?*
Is this part of an existing campaign?*
Hubspot Campaign Name*
URL with Tracking Parameters
SWAG

Contact Lisa Todd should you have any questions.
Have you reviewed the items from the company store?
Please visit: https://corelogic.mybrightsites.com/
What swag are you looking for that is not available in the brand store? Note: Most custom items take 8-10 business days to produce and have a minimum requirement of 25 items.
What is the quantity needed?
What is your budget?
What Business Unit/Cost Center should the swag be charged to?
Example. 1000.230200
When do you need the items by?

MonthDayYear
Date
Do you have any graphics you want on these items?
Make sure you select "Brand/Creative" in the Request Type field above [then the "Graphics" option] so that it goes to Creative; you'll be prompted for additional questions.
What is the shipping address for the swag?
CLOSING INFORMATION
Attachments

Cancelof
Attachment Description [please specify what each attachment represents]
For tickets that live across multiple teams, let us know which files are for creative/Web/Digital/etc.
Does anyone else need to be Cc'd on all communication?
If so, please provide their email address.
Should be Empty:

Marketing & Communications Request Form

GENERAL INFORMATION

REQUEST INFORMATION

BRAND/CREATIVE

Internal? Please make sure the Comms team is aware.

COMMUNICATIONS

CONTENT MARKETING

WEB

DIGITAL

ORGANIC SOCIAL

SWAG

Please visit: https://corelogic.mybrightsites.com/

Make sure you select "Brand/Creative" in the Request Type field above [then the "Graphics" option] so that it goes to Creative; you'll be prompted for additional questions.

CLOSING INFORMATION