Marketing service management template

Manage and track marketing requests

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KEY FEATURES

What is a marketing service management template?

Our template offers everything you need to capture, track, and manage marketing requests in one place.

Create a service portal to manage marketing requests. Shape request types and workflows to meet your organization’s needs.

This template uses Jira Service Management to help your team capture, track, and manage incoming marketing requests in one place.

1
Set up your help center and portal
The help center is where customers can submit requests and access your self-service knowledge base. Customize the welcome message, announcements, and layout. Learn more.
2
Customize your request types
Help customers and agents by using tailored marketing request types, or even creating your own. Learn more.
3
Organize your queues
Align your queue with the way your teams triage and address marketing requests. Learn more.
4
Add agents
It’s time to get the party started! Add agents to your service project team. Learn more.

Easy collaboration
Make it easy for internal customers to submit marketing and media requests, and for your team to manage them in a central location. Use statuses and notifications to effortlessly communicate real-time updates to cross-functional teams, agency partners, and vendors.
Marketing service portal
Deliver a self-service marketing portal that provides 24/7 access to marketing information and services, minimizes dependencies on institutional knowledge, and decreases the number of redundant or repetitive requests.
Smooth workflows
Use workflows to provide transparency for reviews and approvals, and automation rules to notify team members if requests are urgent. Customize how you receive incoming requests to suit how your team likes to work, and have confidence the right person is assigned to the task.