The most important part of the creative workflow process is the beginning. Creative briefing, project kickoff, request intake – whatever you call it, the beginning of any project is the key to success. Proper project kickoff leads to higher quality first proofs, fewer proof versions, and faster turnaround on projects.
Unfortunately, this first step in the creative workflow is the one that creative teams struggle with the most. In the 2020 In-House Creative Management Report, 51% of creatives said that their creative briefing process is not comprehensive or collaborative.
So how can creative teams improve their request intake process? The foundation of any project kickoff is forms that help creative teams get all the information they need to start a project and collaborate with their requesters. That is why inMotion ignite offers form options for every team!
The inMotion ignite approach to forms
At inMotionNow, we know that every team, and every project, has unique needs when it comes to request forms. Sometimes you need a more complex form that offers built-in logic and dynamic fields. Other times you need to get hands-on and build a form yourself. That is why we offer users the option for both self service forms in our Form Template Builder, and also a “concierge” service where our Customer Success Managers help teams build forms for more complex use cases.
Form Template Builder
The self-service Form Template Builder in inMotion ignite allows marketing and creative teams to build and manage their own forms.
Start from scratch to design and build custom forms that contain all the information your team needs to get started on projects. Include fields like checkboxes, start and due dates, dropdown selection, text boxes, number fields, multi-select, and radio buttons. Format your forms with columns, sections, and static text to provide instructions to requesters. Give your requesters the option to attach files, set a due date, or associate the request with a campaign. Finally, include any of your custom fields on the form for a truly bespoke experience.
Duplicate and edit existing forms to calibrate them to your team’s needs. Control who is assigned as a member on submitted forms and publish forms on your schedule. Fine tune metadata on your forms, like who can accept a request, what project templates should be associated with a form, and which tags should be applied to requests submitted with the form.
Easy to Use
Start building your own forms right away! With an easy-to-use interface, you’ll be an expert form builder in no time. Easily drag and drop fields to add and organize the information on the form. Use the preview feature to check out how the form will look before publishing. Have a form you already love? Save time by duplicating it and using it as a jumping off point for new forms.
Test and Concept New Ideas
Have a new idea for a form? Use the Form Template Builder to concept and test ideas before launching. With the ability to quickly create and edit forms, you can play around with new ideas and get feedback before launching the form to all your stakeholders. Once your forms are ready, publish them instantly!
But wait, there’s more! At inMotionNow we understand the importance of forms to the request intake and project kick-off process. That is why we offer the most robust forms in the industry to our Business and Enterprise tier customers via our Customer Experience team. The purchase of inMotion ignite at the Business or Enterprise tier includes several hours of form development work where your CSM partners with your team to build custom, dynamic forms that meet all your team’s needs. Our CSMs are marketing and creative industry experts who can share best practices and important insights on the best way to structure your forms. By working with a CSM on your forms, you also unlock some additional functionality in the form:
- Dynamic fields update the form to show the requester the most relevant information based on what they enter in the field. For example, if a requesters selects a print job, the form will intelligently generate all the fields that your team needs for print work. Likewise, if the requester selects a video project, the form will update to ask for video-related inputs.
- Multiple deliverables can be requested on a single form. For example, if your requester is working on a campaign for which they need multiple creative assets, they can request them all on a single form.
- Automate more of your process with dynamic forms to decrease time spent manually managing work.
When it comes to request intake and project kickoff, inMotion ignite offers forms for every use case. Create and manage your own form, or partner with an industry expert to build dynamic forms that increase automation and efficiency.
Elise Hauser is a product and content marketer with a passion for telling brand stories. She has produced inMotionNow’s annual Creative Management Report for 4 years, webinars, content sessions for major industry events reaching audiences of 11,000+, and of course, countless blog posts. When Elise isn’t writing about the marketing and creative industry at inMotionNow she is teaching economics and hanging out with her cat, Tucker, at her home in Raleigh, NC.