Can the report be signed electronically?

Yes. Electronic signatures satisfy U.S. federal requirements under the ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided intent, consent, attribution, and record retention requirements are met.

Do marketing reports require notarization?

Generally no. Marketing Activity Reports are internal business documents and do not require notarization. Exceptions apply if a signed document is used as a legal exhibit or submitted to a court or government agency that requires notarized evidence.

How long should I retain reports?

Follow business and regulatory retention rules: retain financial records per IRS guidance (IRC §6501(a)) for at least three years; healthcare-related records must follow HIPAA rules (45 CFR §164.530(j)) requiring six years retention.

Is HIPAA relevant to marketing data?

Only if the report contains protected health information. If so, apply HIPAA safeguards, execute a Business Associate Agreement with the e-signature vendor, and limit access to authorized personnel.

What causes signature authentication failures?

Common issues include mismatched names, missing consent disclosures, weak authentication methods, or email delivery problems. Use stronger authentication (SMS or SSO) and verify signer identity to reduce failures.

How to correct a submitted report?

Create a new revision with clearly labeled versioning, record the reason for amendment, obtain fresh approvals and signatures, and archive the superseded version per company retention policy.

Electronic Signature
Templates
Marketing
Marketing Activity Report

Marketing Activity Report

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

MARKETING ACTIVITY REPORT

Report Header

Brand/Client:

Brand/Client Address Agency/Creator Prepared By (Report Author)

Campaign Name: Reporting Period: From to

Campaign Overview

Objectives

Target Audience: Primary Channels:

Deliverables and Activities

Provide each deliverable produced during the reporting period. Identify the format, quantity, date published, channel, and current status.

Deliverable 1 — Description

Format: Quantity: Date Published: Channel: Status:

Deliverable 2 — Description

Format: Quantity: Date Published: Channel: Status:

Performance Metrics & KPIs

Record primary metrics tied to the campaign objectives below. Provide raw counts and calculated rates where applicable.

Impressions: Clicks: Engagements:

Conversions: Conversion Rate (%): Spend: $

Budget & Spend Reconciliation

Total Budget Allocated Total Spend to Date Remaining Budget

Compliance, IP & Contractual Statements

FTC Disclosure Compliance: Agency certifies that all consumer-facing promotional content identified in this report included clear and conspicuous disclosures meeting applicable advertising laws and guidelines.

Confirmed — All listed content included required disclosures.

If not confirmed, describe deviations and corrective actions

Exclusivity: Exclusivity clause in effect during reporting period.

If exclusivity required, note any alleged breaches and remedial steps

Intellectual Property: For the deliverables reported, identify whether new work product is to be assigned to the Brand/Client pursuant to the underlying agreement.

Work Product Ownership:

Termination / Kill Fee Events: A termination or partial termination occurred affecting this report's activities.

If termination occurred, state notice period provided and any kill fee due

Issues, Deviations & Risk Items

Material Issues (timeline slips, budget overruns, content takedowns)

Recommendations & Next Steps

Recommended Actions

Responsible Party: Due By:

Attachments & Asset References

Check types of attachments included with this report:

Creative Assets Analytics Screenshots Spend Reports & Invoices

List filenames or asset IDs

Certification

The undersigned certify that the statements, metrics and supporting documentation contained in this Marketing Activity Report are true, correct and complete to the best of their knowledge. Agency represents that activities described were performed in accordance with the operative agreement between the parties and applicable advertising laws. Nothing in this report amends the parties' underlying agreement unless both parties execute a separate written amendment.

I certify the above statements are accurate.

Brand/Client:

By:

Date:

Agency/Creator:

By:

Date:

What a Marketing Activity Report Is and Why It Matters

A Marketing Activity Report is a structured record that summarizes marketing initiatives, channels, budgets, outcomes, and metrics over a defined period. It typically lists campaigns, target audiences, objectives, key performance indicators such as leads, conversions, cost per acquisition, and return on ad spend, and provides context for decisions. Organizations use it to track progress against goals, allocate resources, identify underperforming tactics, and support strategic planning. A professional report should be concise, data-driven, and include sources, timeframes, and clear recommendations for next steps.

How the Report Supports Better Decisions and Accountability

A Marketing Activity Report clarifies which channels drive results, supports budget decisions, and documents accountability. It provides stakeholders with KPI-based evidence to assess campaign performance, reduce waste, and prioritize initiatives while establishing a single source of truth for marketing activity and outcomes.

Who Typically Prepares and Uses This Report

Marketing, sales, product, and executive teams commonly use the Marketing Activity Report to align goals and measure campaign outcomes.

Marketing managers — track campaign KPIs, budget spend, and weekly performance summaries.
Chief marketing officers — review strategic trends, reallocate budgets, and set quarterly targets.
Sales and revenue operations — tie marketing leads to pipeline and measure conversion velocity.

External agencies, consultants, and board members also rely on concise reports to verify progress and recommend adjustments.

Monthly Workflow: Complete and Circulate the Report

Follow these steps to complete and distribute the Marketing Activity Report for a standard monthly cycle.

01

Gather Data: Export campaign and analytics data.
02

Populate Template: Enter metrics and notes into report fields.
03

Review & Approve: Share draft with stakeholders for validation.
04

Distribute: Publish final report and archive signed version.

Essential Sections to Include in Every Report

Core sections make the report actionable: campaign summary, objectives, metrics, budget variance, insights, and recommended next steps tied to measurable KPIs.

Executive Summary

Condense high-level outcomes, top metrics, and primary recommendations. Include period covered, total spend, net new leads, conversion rate changes, and one-sentence strategic recommendation for leadership review.

Campaign Details

List each campaign with objectives, target segments, creative variants, dates, channels, and per-channel metrics. Attach UTM-tagged links or identifiers to support attribution and reproducible measurement.

Performance Metrics

Report KPIs such as impressions, clicks, CTR, leads, MQLs, conversion rate, cost per acquisition, and ROI per channel. Use consistent formulas and note any data-source exceptions.

Budget and Variance

Show planned versus actual spend by campaign and channel, explain variances, and flag reallocation opportunities. Include cumulative spend to date and forecasted monthly burn rates.

Insights & Analysis

Interpret results, identify statistically significant uplift or decline, hypothesize root causes, recommend A/B tests and optimization steps, and include suggested audience refinements and creative changes with expected impact estimates.

Next Steps

Define owner, deadline, resources required, and success criteria for each recommendation. Link required assets and set a follow-up review date for accountability and progress tracking.

Configure the Online Workflow for Recurring Reports

Configure workflow settings to automate population, approvals, and distribution for recurring Marketing Activity Reports monthly cycles.

Field	Configuration
Schedule	Monthly on the last business day of each month
Approvals	Sequential: marketing lead then finance approver
Data Sources	Analytics, ad platforms, CRM exports, and spreadsheets
Export Format	PDF for distribution; CSV for data analysis

Where a Completed Report Typically Goes

Common routing paths for a completed Marketing Activity Report include internal repositories, marketing ops systems, and executive distribution lists.

Marketing Ops: Upload to shared folder or MOPs platform.
Executive Team: Email summary and attach full report PDF.
Finance: Send budget variance to finance mailbox.
Archive: Store signed copy in records management system.

File Formats, Integrations, and Authentication Choices

Digital delivery and eSignature reduce turnaround; confirm platform integrations and file formats.

File Types: PDF, DOCX, and CSV supported.
Integrations: Connectors for CRM and cloud storage.
Authentication: Email, SMS code, or SSO options.

Common Timing and Deadlines for Monthly Reporting

Typical timing for a monthly Marketing Activity Report and related deliverables follows a consistent calendar to support analysis and budgeting.

Data Collection Deadline:

By the 2nd business day following month-end.

Draft Completion:

By the 5th business day for stakeholder review.

Final Approval:

By the 8th business day to lock numbers.

Distribution:

Issue to stakeholders by the 10th business day.

Archive:

Store signed report and raw exports within 30 days.

Common Preparation Mistakes to Avoid

Incomplete data feeds lead to missing KPIs and inaccurate CPA calculations, often causing misallocation of budgets and poor performance insights.
Inconsistent naming conventions prevent automated aggregation and historical comparisons, forcing manual reconciliation and increasing time spent on report preparation.
Using mixed attribution models across reports skews channel comparisons and can produce misleading ROAS figures for decision makers.
Not documenting formulas or data sources undermines auditability and complicates questions from finance or external auditors.

Business Risks from Incorrect or Incomplete Reports

Budget Misallocation: Overspend or missed ROI

Decision Errors: Poor strategic choices

Compliance Exposure: Data privacy violations risk

Audit Challenges: Unable to reconcile figures

Stakeholder Distrust: Erodes confidence in reporting

Operational Delay: Slow campaign adjustments

Practical Examples of How Teams Use the Report

These examples show how organizations use Marketing Activity Reports to accelerate decisions and maintain compliance across teams.

Optica Ventures

Optica Ventures leveraged digital approvals for campaign sign-offs to reduce administrative lag and clarify ownership across teams.

Streamlined signature workflow across campaign teams.
Brian Fitzgibbons, COO, said: 'The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.' That ease helped reduce approval friction and improved report turnaround for external confirmations.

Martin Properties

A regional property firm centralized campaign reporting and approvals to speed lease marketing decisions and vendor payments.

Centralized approvals shortened review cycles.
Tim Martin, Founder, said: 'I can process and execute all of these documents online with 100% compliance and built-in security.' That capability helped maintain consistent documentation and faster campaign launches.

Compare Typical eSignature Pricing and Basic Capabilities

Compare typical starting prices and basic feature availability among common eSignature vendors to inform platform selection for report workflows.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	Varies	Varies
Envelope Cap	No cap	100 env/user/yr	Varies	Varies	Varies

Frequently Asked Questions and Common Troubleshooting

Answers to common questions about preparing, signing, and storing the Marketing Activity Report, including e-signature and compliance considerations.

Need help? Contact support

Can the report be signed electronically?
Yes. Electronic signatures satisfy U.S. federal requirements under the ESIGN Act (15 U.S.C. ch. 96) and UETA in most states, provided intent, consent, attribution, and record retention requirements are met.
Do marketing reports require notarization?
Generally no. Marketing Activity Reports are internal business documents and do not require notarization. Exceptions apply if a signed document is used as a legal exhibit or submitted to a court or government agency that requires notarized evidence.
How long should I retain reports?
Follow business and regulatory retention rules: retain financial records per IRS guidance (IRC §6501(a)) for at least three years; healthcare-related records must follow HIPAA rules (45 CFR §164.530(j)) requiring six years retention.
Is HIPAA relevant to marketing data?
Only if the report contains protected health information. If so, apply HIPAA safeguards, execute a Business Associate Agreement with the e-signature vendor, and limit access to authorized personnel.
What causes signature authentication failures?
Common issues include mismatched names, missing consent disclosures, weak authentication methods, or email delivery problems. Use stronger authentication (SMS or SSO) and verify signer identity to reduce failures.
How to correct a submitted report?
Create a new revision with clearly labeled versioning, record the reason for amendment, obtain fresh approvals and signatures, and archive the superseded version per company retention policy.

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