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Featured product: Jira Service Management

Easily manage all of your marketing requests- from asset creation to content updates. Learn more

“These tools have immensely improved our service. Now we can’t do without them because our community is used to that level of service.”


Ken Wieler

CIO, Yale School of Management

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Marketing service management template

Manage and track marketing requests

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best for

Marketing teams

key features

Customer portal

Marketing request types

Reports

Knowledge base

What is a marketing service management template?

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

What does the marketing service management template include?

A marketing service portal

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

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Manage marketing requests

Capture, track, and manage incoming marketing requests in one place. Quickly assign tasks to the right people.

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Report on performance

Proactively spot and fix bottlenecks slowing down your team’s work, make better decisions around resource allocation, staffing, and investments, and keep tabs on the state of your marketing programs.

Assets screenshot

Empower employees with knowledge

Provide answers to common questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.

Backlog screenshot
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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.

Help desk window

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.

Simple workflow

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.

How to get started with the marketing service management template

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.

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