From social mentions to customer feedback, staying up-to-date in the world of social media is daunting. As a freelancer or marketing agency, your goal is to help clients stay on top of their social media marketing. You have the tips and tricks, but you need to compile them into a well-designed PDF template with your organization's logo and branding. That's where this social media marketing proposal workflow from Formstack comes in! With this workflow, you simply submit your strategy data using your social media data collection template. It's easy to customize this form and add features, like Workflows, to enhance your form and simplify the review process.
With this social media proposal template, you can:
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
With Formstack Documents, generating PDFs or Microsoft documents is a breeze. Formstack Documents makes it easy to auto-populate professional documents with form data, send customizable email notifications, and more. Simply add this social media proposal template to your Formstack Documents account to get started.
Stash by Formstack is a secure cloud-storage tool. With in-app comments and file editing, unique folder permissions, and version tracking, Stash by Formstack makes it easy to save your files in the cloud and keep your team organized.
This workflow makes it easy to simplify how you prepare client proposals. Simply add proposal details to your data collection form, and they will automatically populate your social media proposal template. Formstack forms are completely customizable, so you can edit this template to fit the exact needs of your team.
This pre-built social media proposal template makes it easy to create an overview of goals, strategies, timelines, and costs for your clients. Once your data collection form and document template are connected, your process is automated! You can even integrate with your CRM to save a final copy to the customer's file.
Log in to your Formstack Documents account, and select the social media proposal from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose the "Save my documents in Stash" option, or integrate with other cloud storage tools under the "Deliver" tab.
Navigate to the "Deliver" tab to automate your presentation's delivery. Select "New Delivery," and choose email. Using merge fields, you can designate an email address where you want social media proposals to be sent for review.
Next, log in to Formstack to connect your social media data collection template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your social media proposal template from the list of documents
Review all fields to ensure your Formstack data is correctly mapped to your social media proposal template. Turn on your workflow, and send staff your link to start automatically populating your proposals.