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Campaign Request Form

For on-demand campaigns, please fill out the form below.

Our team will acknowledge and respond within 24-48 hours, and campaigns will deploy within 5 business days.

Campaign Request Form New

Client First Name

Last Name

Client Location

Campaign Name:

Give your campaign a clear and relevant name. Recommended naming convention: Client - Campaign Title or Subject - Month Year

Campaign Objective:

Define the specific goal of the campaign (i.e. increase appointments, promote a new service, drive website traffic, etc.)

Target Audience:

Describe your ideal audience, including demographics (age, gender), interests, behaviors, etc.

Distribution List Source:

Client Supplied

Steer Health to pull based on target information

Channel / Tactic

Some description about this section

Select your campaign and then scroll to complete the associated fields ( Select your campaign type and complete the associated fields)

SMS (Text Message)

Email Message

Social Media Post

Blog Post

SMS Message Content:

Craft concise and engaging SMS content

SMS Call-to-Action (CTA):

Specify the desired action you want recipients to take, include any links/URLs

SMS Send Date and Time:

SMS Timeline / Frequency

One time send? Frequency? Automated messaging?

Email Subject Line:

Create attention-grabbing subject lines

Email Content:

Write a clear, concise and compelling message

Email Imagery and Design:

Consider design elements like imagery/visuals, layout, branding, etc.

Email Call-to-Action (CTA):

Specify the desired action you want recipients to take, include any links/URLs

Email Send Date and Time:

Email Timeline / Frequency

Some description about this section

One time send? Frequency? Automated drip campaign?

Social Media Post Content

Write, clear compelling and brief content for social media posts

Social Media Image Details

Social Media Post Date and Time

Blog Post Title / Subtitle

Blog Post Text / Details

Blog Post Imagery Details

Blog Post Date and Time

Upload your content here (images, copy docs, distribution lists, etc.):

Choose File

Performance Reporting

For texts and emails, when do you want to see the analytics for the campaign? (as short as 24 hours, though we typically recommend 5-7 business days)

Primary Contact Name

Who can we contact if we have any questions or need any more information about this campaign?

Primary Contact Phone or Email

Please supply a phone number and/or email address so we can connect with you via your preferred contact method

Campaign Request Form

For on-demand campaigns, please fill out the form below.

Our team will acknowledge and respond within 24-48 hours, and campaigns will deploy within 5 business days.

Campaign Name:

Campaign Objective:

Target Audience:

Channel / Tactic

SMS Message Content:

SMS Call-to-Action (CTA):

SMS Timeline / Frequency

Email Subject Line:

Email Content:

Email Imagery and Design:

Email Call-to-Action (CTA):

Email Timeline / Frequency

Social Media Post Content

Performance Reporting

Primary Contact Name

Primary Contact Phone or Email

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