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LCM Campaign Request Form
Open Requests – New Campaigns
Status
Requester
Project Name
Desired Launch Date
Flexibility
Line of Business
Copy Doc Link
Roadmap
Status
Requester
Project Name
Desired Launch Date
Flexibility
Line of Business
Copy Doc Link
Roadmap
Not started
Maddie Fortier
Inform users when we take card repayment
1/17/2025
Flexbile
Flex
Not started
Bronwyn Larsen
Linked bank not qualified
2/18/2025
Flexbile
Flex
Not Doing
Madeline Fortier
Typeform Integration
2/11/2025
Flexbile
Flex
Gusto
Other
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New Campaign Request
Requester
First and last name
Project Name
Keep it short and descriptive
Desired Launch Date
Must be >3 business days from today. If urgent, contact @omari on Slack after completing the form.
Is this launch date firm or flexible?
Desired End Date
If applicable
Line of Business
Target Audience(s)
Schedule or Triggers
When should the user receive these messages? Make a note of any specific dates, recurrences, or triggers.
Success Metrics
Which metrics are we trying to impact and how?
Deliverables
e.g., 3 emails, 1 SMS, 2 in-app messages
Do you have approved copy?
Select YES if you have existing copy that has been approved by Compliance. Select NO if you need marketing support and/or approval from Compliance.
If yes, please provide a link to the approved copy doc
Use a Google Doc or Zilfow proof. Do not paste the copy here.
Core Message
What is the core message to each of your target audiences?
Requirements
Is there anything that absolutely must be included in this campaign?
References
Include any additional information that might help with the campaign. (e.g., analyses, Slack conversations, competitor campaigns, etc.)
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