Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Shape campaign requests into proposals with approved services and fees.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Send approved client campaigns to selected contacts and report skipped names.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Answer agency service inquiries and flag unanswered campaign questions.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Draft a first email tying a prospect's marketing priorities to an agency offer.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Turn website review requests into prioritized SEO audit emails.
Your website review requests turn into page-specific SEO advice, delivered by email with the fixes worth making first.
Draft caption choices for client campaign visuals before review.
Get three social media caption options by email for your planned photo or short video, with a recommended hook that fits your message.
Draft image edit prompts for campaign photos before creative review.
Get an image editing prompt that spells out the requested change and what stays untouched, ready for your reviewer to check before retouching.
Turn campaign visual briefs into image prompts for client creative.
Get an image prompt you can use in your chosen workspace, with details from your brief and any assumptions called out in chat.
Draw eligible winners for client giveaways and share their entry checks.
Get winners picked at random from your giveaway form, with the checks behind every pick sent to your private chat.
Log creator video transcripts for campaign research.
Find the spoken words beside creator video links in your research log, or see why a transcript could not be added.
File transcripts of videos used in campaign research.
Your team gets readable video transcripts tied to their source links, with missing captions flagged for follow-up.
Attach the client's campaign scope to its draft agency quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.