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Social Media Profile Information Form Template

Gather crucial details effortlessly with our profile form

Struggling to collect essential details from social media profiles? This Social Media Profile Information Form template is perfect for businesses, influencers, and marketers who want to streamline data collection and enhance engagement. With this template, you can easily capture vital information, improve your outreach strategies, and keep your contact list organized, all while ensuring your form meets WCAG accessibility standards. Start using the live template now to simplify your information gathering process.

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Full name
Organization or brand name
Role or title
Email address
Phone number
Time zone
Preferred contact method
Email
Phone call
Text message (SMS)
Any
Which platforms do you actively use?
Please Specify:
Primary platform
Official handle or @username(s) (specify platform in your answer)
Profile URL(s) (one per line)
Do you use a link-in-bio page?
Yes
No
Link-in-bio URL
Ad account or business manager ID(s)
Do you have an ad account or business manager set up?
Yes
No
Main goals for your social presence
Increase brand awareness
Drive website traffic
Generate leads or sales
Build community and engagement
Customer support
Recruit talent and employer brand
Showcase portfolio or case studies
Event promotion
Other
Please Specify:
Primary target audience (who they are, key interests, locations)
Content types you publish
Please Specify:
Preferred posting frequency
Daily
3-5 times per week
1-2 times per week
A few times per month
Not sure
Brand voice and tone
Professional
Friendly
Playful
Bold
Inspirational
Informative
Supportive
Not sure
Brand guidelines link(s)
Approved brand assets link(s) (logo, fonts, colors, templates)
Words to avoid or sensitive topics
Do you have brand guidelines?
Yes
No
May we tag your profile in posts?
Yes
No
Tagging preferences (handles to use, accounts to avoid)
Permission to reuse your content across our channels
Yes, with credit
Yes, without credit
No
Not sure
Credit or attribution details (how to credit, links to include)
Any legal or compliance requirements we should follow
Signature (type your full name)
Signature date
Additional notes
I confirm the information provided is accurate and I have authority to submit this form
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration featuring a social media profile form with fields for user information and design elements

When to use this form

Use this form when you need accurate social handles and links for creators, partners, or customers. It is ideal for agencies vetting influencers, community teams managing brand ambassadors, or support teams that provide help via DMs. Collect platform preferences, tagging permissions, and best contact times so your outreach lands where it is welcome. Contact information collection form can handle emails and phone numbers you also need. Customer profile form lets you combine social data with purchase or lifecycle details to segment campaigns. With clean, consistent profiles, you reduce back-and-forth, credit the right accounts, and speed up approvals and collaborations.

Must Ask Social Media Profile Information Questions

  1. Which social platforms do you actively use, and what are your profile URLs or @handles?

    This ensures you tag and message the right accounts, avoiding impersonators or outdated links. It also lets you route outreach to the platform where you will see it first.

  2. What is your preferred contact method for each platform (DM, email, or other)?

    Matching channel to preference raises reply rates and reduces spam flags. Use the Contact details form if you also collect direct contact details.

  3. Do you approve brand tags or mentions from us, and are disclosure hashtags required?

    Clear consent protects your brand and ours, and keeps campaigns compliant. Capturing disclosure needs up front prevents rework after a post goes live.

  4. What topics or content types do you post about most often?

    Knowing your themes helps tailor pitches, collaborations, and support scripts. It also powers better audience targeting and avoids off-brand asks.

  5. Where are most of your followers located, and what are your peak engagement times?

    Timing outreach to your audience windows boosts visibility and responses. See the Background information sheet form for deeper context about your background or markets.

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