How to Create and Manage Requests on MarketScale

Step 1. Open Requests in the intended channel and choose Create request. Depending on your channel, Studio may open the form builder or a guided conversation; use the matching steps below.

Step 2. In the form builder, replace Untitled request and add a short description. Example: “Show how you check a valve before installation. Explain one common mistake and how to avoid it.”

Step 3. Add at least one question and give each question a title. Select the response type offered for the answer you need, such as text or media. Mark questions required deliberately; do not require a video where a short text answer is sufficient.

Step 4. Review Request settings. Set a Close date today or later if needed, review Email response notifications, and check the response folder. Add collaborators or custom terms when the workflow requires them.

Step 5. Under Who should respond?, choose Shareable link, Invite channel users, or the connected hub option when offered. For invitations, select people or add email addresses and review the recipient count.

Step 6. Check the final action: Create request creates the shareable-link path; Create & send invites sends the listed invitations; Create & post to hub posts to the selected connected hub. Choose the action only after reviewing questions and audience.

Step 7. Open the resulting collector link and verify the respondent experience. Save as template stores a reusable starting point; it does not substitute for creating and sharing this Request.

Step 1. Describe the audience, subject and desired response. Review the proposed title and questions; edit or discuss them before selecting Use this.

Step 2. Review the settings, including collaborators, Email response notifications and Advanced settings. Media visibility controls content later created from responses; it is different from who is invited to answer.

Step 3. Choose Create request to create and activate the Request. If you choose Save as draft instead, nothing is live yet; use Finish it to complete that draft later.

Step 4. Choose Generate a shareable link or Select existing channel users. For the people path, review selected names and email addresses before Send invites.

Step 5. Use Copy link or Open collector on the result. Confirm the link works before distributing it more broadly.

Step 1. Return to Requests and use Search by title or creator to find the Request. Check its status if respondents say the link is unavailable.

Step 2. Open the Request’s responses view. Check the actual text or uploaded/recorded media, respondent identity and any missing information.

Step 3. Choose the relevant responses for the content you are creating. Review its title, source material and intended media visibility before creating the output.

Step 4. Move the resulting content through the appropriate editing and approval process. A received response is not automatically an approved public asset.