Writing a Marketing Automation Requirements Document

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Many marketing teams are in the process of building the case for buying and implementing a marketing automation solution, and one of the biggest challenges is articulating your needs in order to secure internal buy-in from IT, the web team, and other stakeholders.

Marketing Automation Requirements TemplateThis resource is meant to provide you with sample content and structure for your own Marketing Automation Requirements Document, and includes clear, simple articulation of the most common business and technical requirements a marketing team will need to articulate. You are welcome to copy and repurpose as much of this document as you like. It is organized into a number of helpful sections outlining key marketing automation requirements:

Business Requirements

  • Automation
  • Email
  • Forms & Landing Pages
  • Activity Tracking
  • Sales CRM Integration

Technical Requirements

  • Marketing Database
  • Email Marketing
  • Reporting

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