Clone of Marketing Submission Form

1

Are you submitting this form on behalf of yourself?* This field is required.

2

Submitter Name

First Name

Last Name

3

Submitter Email

example@example.com

4

Who is this Marketing Piece for?* This field is required.

First Name

Last Name

5

MM ID # (AA or AE)* This field is required.

6

What type of Marketing Ticket is this?* This field is required.

7

What stationery are you looking for today?

8

Are you Leaders Qualified?

9

Briefly describe what we can help you with today

10

CWP Branded Business Card or MassMutual Branded Business Card?

11

CWP Business Card Templates:

https://www.canva.com/design/DAHIcILbAf4/rqyKMxlrLlqDRHfGod62ew/view?utm_content=DAHIcILbAf4&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=h45ccd24cea#1

12

Name of Event/Webinar/Seminar

13

Date of EventAll event material needs to be approved by compliance prior to being distributed. This includes vendor pieces, invitations, presentations, flyers, email blasts, etc. We ask that all material is submitted 6-8 weeks in advance to allow enough time to be reviewed, approved, and promoted.

Date

14

Select the materials needed for this event

Flyer

Invites

Presentation

Other

15

If you selected ‘Other,’ please describe what is needed

16

Please upload any materials that will help support your request

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

17

Has this event/webinar/seminar been pre-approved?

If Yes, please submit the approval in the upload below

18

Is this a joint seminar?

19

Joint Seminar Advisor Name

First Name

Last Name

20

Joint Seminar Advisor MM ID #

21

What piece from Warehouse Express would you like?

22

When do you need this piece by?

Date

23

Please describe the purpose of this piece

24

Please describe the type of custom piece you'd like to request and the topic you'd like it to cover:

25

Name as you would like it to appear

27

If Other, Please Enter Designation

28

Approved Title

29

If Other, what is your Approved Title?

30

Administrative Assistant To:

First Name

Last Name

31

What phone number would you like on your marketing piece?

32

Cell PhoneIt is highly recommended that you use your Global Relay phone number in place of your direct cell phone number

Please enter your Global Relay number.

33

Office Phone

Please enter your Zoom Phone number.

34

What piece from the marketing library would you like personalized?

35

If Other, please specify marketing piece

36

Please briefly describe the goal of this marketing piece. (For example, is it to drive attendance to a seminar? Is it to present during a client meeting? Etc.)

37

Select which type of Business Card Layout you would like

38

Do you want MassMutual Letterhead or CWP Letterhead?

39

Would you like digital copy of your MM letterhead in addition to a physical version?

40

Envelope Order Quantity

41

Envelope Size

42

Do you have a script or high level overview of the podcast?

43

Please upload a copy of the script

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

The overview will be submitted to compliance by the marketing team for approval. We will reach out after the fact to finish the process.

44

If you don't upload a script, you'll need to assume the risks. Please avoid making the comments listed below. Please select if you understand:

Yes

No

45

Compensation, commissions, incentives, trips, awards
Politics, political figures
Competitors by name
Stats/figures that cannot be sourced
Gender slang (e.g. girls, gals), jargon, acronyms, marketing, or technical speak
Private or proprietary information
Anything you do not want publicized – if you do not want to see it, do not say it

46

Which platform do you need assistance with?

47

If Other, please specify which platform

48

Please specify Spark Leads/Email Assistance

49

Has this previously approved by compliance?

50

What kind of submission is this?

51

Ideal Date For Completion* This field is required.

Date

52

Please upload any materials here

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

53

Record Type ID

54

Case Origin

55

Case Owner

56

Business Hours ID

57

Case Status