Marketing Automation Request

Marketing Automation Request — Form Fields

This marketing template includes 5 fields. Allows teams to request a new marketing automation workflow, email sequence, or trigger-based campaign. Captures enrollment criteria, messages, and goals. Free to customize and use on ZenBuild.

• Workflow Name (text, required)
• Automation Type (dropdown selection, required) — options: Welcome series (new subscriber), Lead nurture sequence, Post-purchase follow-up, Win-back / re-engagement, Event registration follow-up
• Enrollment Trigger (text, required)
• Number of Emails or Steps (number, optional)
• Sequence Overview (long text, required)