Regional Marketing Request Form

Request a regional webinar or event

Please complete this form to request marketing support for your upcoming regional webinar or event. We recommend submitting requests at least 6 weeks prior to your event. If you need additional assistance, please contact Jeralee Hahn.

Webinar or Event Request

Requestor Name
First Last
Are you co-hosting this event with other associated? If so, please list their names here.
Event Name*
This is the name you would like displayed in the email invitation, on the registration form and in the calendar invite. Examples: Payment Plans Lunch & Learn, Wednesdays with Wendy, Overview of Storefront)
Event Date*
Month
Day
Year
Event Time*
For webinars, we have found that Tuesdays and Thursdays at 1pm Central Time have resulted in the best response from clients and prospects.

: Hours

Minutes

AM/PM
Event Audience*
Sales associate is in charge of the list to provide to marketing 4 days prior to the first email drop. This helps marketing understand how to help with content in development.
- Current Clients
- Prospects
- Both Current Clients and Prospects
List Agreeance*
I, as the leading sales associate on this event, agree to provide the list of contacts and/or prospect to marketing. I have reviewed this list for accuracy of institution information and valid email addresses to the best of my ability.
- I agree
Objective for the Event*
What is the desired outcome of the event? Examples: Capture new leads or accounts, Expand sales with current clients.
Agenda & Topics Covered at Event*
Provide an agenda and summary of topics covered to assist marketing in writing content for your event.
Event Location*
If event is in person, please provide the name of the location event and address. Link in Google Maps is also helpful. If event is virtual, please write "virtual" below.
Estimated Event Cost
If the event is in person, estimate the cost of the location, food or other assets needed to complete the event. Event costs come out of the sales cost center.
RSVP By Date (Deadline to register)
If event is in-person or digital event requires giveaways or items mailed to registrants, please provide a registration due date.
Month
Day
Year
Desired invitation email send date*
Enter a specific date you'd like emails to start sending. Best engagement occurs 2.5-3 weeks prior to an event.
Month
Day
Year
Would you like to send a post-event follow up email?*
Marketing can assist with post-event follow up emails, customized to the event either with a survey for feedback or to provide a next step in the nurturing stream.
- Yes, create a follow up email
- No, I'll follow up individually
- Let's talk more about this option
Additional Notes or Questions
Name
This field is for validation purposes and should be left unchanged.

Example Email + Webinar Page

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