Is an electronic signature legally valid?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and retention requirements are met.

When is a consumer disclosure required?

Consumer-facing financial, healthcare, or benefit records require an ESIGN consumer disclosure and affirmative consent per 15 U.S.C. §7001(c); follow the statute’s access and withdrawal rules.

Do healthcare-related campaigns need a BAA?

If campaign data contains protected health information, execute a Business Associate Agreement and follow HIPAA privacy and retention rules (45 CFR §164.530(j)).

When is notarization or RON required?

Most marketing approvals do not need notarization, but certain promotional affidavits or prize documents may. RON availability varies by state; verify with the relevant notary commission.

What if signer name does not match ID?

A name mismatch can raise authentication concerns and may require a corrective signature or supporting ID to preserve enforceability and prevent payment disputes.

How long must I keep signed programs?

Follow the longest applicable retention rule: generally 3 years for tax records (IRC §6501(a)) and 6 years for HIPAA-covered records (45 CFR §164.530(j)); check state rules.

Electronic Signature
Templates
Marketing
Marketing AD Program

Marketing AD Program

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

MARKETING AD PROGRAM

PARTIES

Brand / Client Name:

Brand / Client — Entity type and contact

Corporation LLC Individual Other:

Brand / Client — Primary address Brand / Client — Contact

Agency / Creator Name:

Agency / Creator — Entity type and contact

Corporation LLC Individual Other:

Agency / Creator — Primary address Agency / Creator — Contact

RECITALS

This Marketing AD Program Agreement (the "Agreement") is entered into by and between the Brand / Client and the Agency / Creator identified above. The parties intend that the Agency provide creative, production and delivery services for paid and organic advertising content as described herein. Effective Date: .

CAMPAIGN DETAILS

Campaign name Objectives Target audience Channels (check all that apply)

Social Media Display Ads Video Search Email Influencer Other:

Campaign start date: Campaign end date:

DELIVERABLES & SCHEDULE

The Agency shall deliver the following assets in accordance with the delivery dates and acceptance criteria listed below. Unless otherwise agreed in writing, deliverables will be deemed accepted if the Brand does not provide written rejection with stated deficiencies within the acceptance period.

Deliverable 1 — Description

Quantity: Due date: Acceptance criteria (summary):

Deliverable 2 — Description

Quantity: Due date: Acceptance criteria (summary):

Additional deliverables / schedule notes

COMPENSATION & EXPENSES

Total fee Payment schedule

Reimbursable expenses allowed: Yes No Expense cap (if any):

Invoicing & payment terms

USAGE RIGHTS & LICENSE

The Agency grants the Brand a Non-exclusive Exclusive license to use the final deliverables for the permitted uses below. Territory: . Duration: From to .

Permitted uses

Online/web Social media Print Broadcast Create derivative works Sublicense

Unless agreed in writing, the Agency retains underlying intellectual property rights and grants only the license set forth above. Pre-existing materials and third-party content required for the deliverables are listed below.

Pre-existing materials / third-party content (describe)

FTC DISCLOSURE AND AD COMPLIANCE

The Agency will comply with all applicable advertising and consumer protection laws, including disclosure obligations. The Agency shall include clearly visible paid partnership disclosures or hashtags specified by the Brand where required. Required disclosure language or hashtag(s):

The Agency warrants that all statements in the advertising are substantiated and that it will promptly correct any required disclosures or remove non-compliant content upon Brand request.

EXCLUSIVITY

Exclusivity (if any) shall be limited to the scope expressly described below. Exclusivity scope: . Exclusivity term (if any): . Exceptions:

TERMINATION

Either party may terminate this Agreement upon written notice to the other party subject to the following: For convenience, notice period: days. Termination for cause requires written notice and a cure period of days. Kill fee upon termination for convenience or Brand cancelation: .

INTELLECTUAL PROPERTY OWNERSHIP

Ownership of final deliverables: Work for hire (Brand owns all rights) Agency retains ownership and grants Brand a license. Specific ownership terms:

CONFIDENTIALITY

Each party will maintain the confidentiality of proprietary information disclosed in connection with this Agreement and will not disclose such information to third parties except to employees, contractors and advisors who have a need to know and who are bound to confidentiality obligations. Confidentiality period (years):

INDEMNIFICATION & LIABILITY

Each party shall indemnify and hold harmless the other party from third-party claims arising from the indemnitor’s breach, negligence, willful misconduct, or infringement of third-party rights. The Brand shall indemnify the Agency for claims arising from Brand-supplied content. Neither party’s liability for direct damages shall exceed the total fees paid to the Agency under this Agreement, except for breaches of confidentiality, willful misconduct, or indemnification obligations.

REPORTING, APPROVALS & METRICS

Reporting cadence Key Performance Indicators (KPIs)

REPRESENTATIONS & WARRANTIES

Each party represents that it has full right, power and authority to enter into this Agreement and to perform its obligations. The Agency represents that deliverables will be original, will not infringe third-party rights, and will comply with applicable law. Brand represents that it has the rights to all Brand materials provided to the Agency.

GOVERNING LAW, NOTICES & MISCELLANEOUS

This Agreement will be governed by the laws of the state specified below without regard to conflict of law principles. Governing law state: .

Notices (address for service)

Force majeure: Neither party shall be liable for delay or failure to perform due to causes beyond its reasonable control, including natural disasters, strikes, acts of government, or failures of third-party platforms. Assignment: Neither party may assign this Agreement without prior written consent of the other, except to an affiliated entity or in connection with a merger or sale of substantially all assets.

Entire agreement: This Agreement, together with any attached statements of work, constitutes the entire agreement between the parties and supersedes prior negotiations and agreements relating to its subject matter. Any amendment must be in writing and signed by authorized representatives of both parties.

Brand / Client — Print Name:

Agency / Creator — Print Name:

Brand — By:

Date:

Title:

Agency — By:

Date:

Title:

What the Marketing AD Program document is

The Marketing AD Program is a structured campaign brief and authorization package used to plan, approve, and record digital and offline advertising activities. It consolidates campaign objectives, creative assets, budget allocations, targeting parameters, vendor instructions, compliance checkpoints, and approval signatures into a single record intended for internal stakeholders and external vendors. The document supports auditability and version control, and it can be handled as an electronic record under U.S. e-signature laws when the parties consent to electronic transactions and the record is retained in a reproducible format.

Why maintain a formal Marketing AD Program

A consistent program document reduces approval friction, centralizes compliance checks, and creates a single source of truth for creative, budget, and timing decisions. It supports accountability, eases vendor handoffs, and provides an auditable record suitable for electronic signing where permitted under ESIGN and UETA.

Typical users and teams involved

The Marketing AD Program is most often prepared by marketing operations and reviewed by cross-functional stakeholders before launch.

Marketing managers and campaign owners responsible for strategy and performance tracking.
Agency account teams or external vendors preparing deliverables and schedules for execution.
Legal, compliance, and procurement reviewers validating claims, privacy, and contract terms.

Signatures and final approvals typically come from owners, legal reviewers, and budget approvers depending on organizational policy.

Who can sign and approve the program

Marketing Director

Typically the budget owner or campaign sponsor. Signs to authorize spend and creative direction; responsible for performance outcomes and vendor relationships across campaign lifecycle.

Legal Counsel

Signs to confirm compliance with advertising laws, trademark and IP clearances, and required disclosures. Often required for regulated claims, sweepstakes, or cross-border targeting.

Essential fields to include

Campaign Name: Unique campaign identifier

Budget: Total approved spend

Start / End: MM/DD/YYYY dates

Targeting: Geography and demo

Creative Assets: File names and versions

Approvals: Signer names and roles

Step-by-step: preparing and approving the Marketing AD Program

Follow a clear sequence to assemble assets, confirm compliance, route for approvals, and finalize distribution for ad networks and vendors.

01

Assemble: Collect creative, targeting, and budget details
02

Validate: Run legal and brand compliance checks
03

Route: Send to required approvers in order
04

Finalize: Apply signatures and distribute files

Configuring the online approval workflow

Typical workflow settings align document fields, signer order, and notifications to reflect your internal process.

Field	Configuration
Approval Workflow	Sequential approvals with role-based signers
Signer Authentication	Email + optional SMS code or KBA
Template Use	Reusable template for similar campaigns
Notifications	Email reminders and completion alerts

Where the final program goes and how it is distributed

After signatures, the Marketing AD Program should be archived in a document management system and shared with vendors and internal teams according to access rules.

Archive: Store signed copy in DAM or DMS
Vendor Delivery: Send creative and specs to ad vendors
Internal Share: Grant access to ops and analytics
Audit Log: Retain signing audit trail

Technical considerations for eSubmission and sharing

Ensure your platform supports required formats, integrations, and signer authentication methods before moving the program into production.

File Formats: PDF, DOCX supported
Integrations: Salesforce, NetSuite, Google Workspace
Authentication: Email, SMS, SSO options

Common timing checkpoints and typical lead times

Set internal deadlines early to allow for creative revisions, compliance review, and ad platform lead times; vendor SLAs vary.

Internal Approval Deadline:

7 business days before campaign launch

Creative Delivery to Vendor:

5 business days before launch

Ad Platform Submission:

3 business days before activation

Compliance Review:

5 business days for legal review

Archive Signed Package:

Within 30 days of campaign completion

Common mistakes to avoid when preparing the program

Using inconsistent campaign names across systems, which breaks reporting and reconciliation.
Missing or unclear vendor specifications that lead to format rejections and late deliveries.
Omitting regulatory disclosures for claims or sweepstakes, which can trigger enforcement or fines.
Relying on image overlays instead of preserving original creative files for tracking and verification.

Risks and potential consequences of errors

Regulatory Fines: FTC or state consumer penalties

Contract Liability: Breach damages or vendor claims

IP Infringement: Trademark or copyright suits

Payment Disputes: Delays or withholding of funds

Reputational Harm: Brand damage from misleading claims

Data Privacy: CCPA or other privacy violations

eSignature vendor pricing and capability snapshot for Marketing AD Program workflows

Compare common capability dimensions and starting prices for eSignature platforms to select a solution that matches your volume, compliance, and integration needs.

	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 by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes (Premium tier)	Depends on plan	Depends on plan	Yes	Depends on plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA required)	Yes	Yes	No	No

Real-world examples of program use

Select customer stories show how organizations use an approved program to speed execution and retain compliance records.

Optica Ventures

Optica consolidated campaign approvals into a single program document to reduce back-and-forth approvals.

The team cut review cycles substantially.
By centralizing assets and approvals the company improved turnaround and reduced dependencies on in-person sign-off, enabling faster campaign launches and clearer vendor deliverables.

Martin Properties

Martin Properties used an e-signed program to authorize property advertising across channels.

Signatures provided remote authorization.
The property manager reported consistent compliance with listing rules and the ability to execute marketing faster while maintaining an auditable approval trail for internal and external review.

Frequently asked questions about using a Marketing AD Program

Answers address legality, signing options, privacy, notarization, name mismatches, and recordkeeping for typical program workflows.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided intent, consent, attribution, and retention requirements are met.
When is a consumer disclosure required?
Consumer-facing financial, healthcare, or benefit records require an ESIGN consumer disclosure and affirmative consent per 15 U.S.C. §7001(c); follow the statute’s access and withdrawal rules.
Do healthcare-related campaigns need a BAA?
If campaign data contains protected health information, execute a Business Associate Agreement and follow HIPAA privacy and retention rules (45 CFR §164.530(j)).
When is notarization or RON required?
Most marketing approvals do not need notarization, but certain promotional affidavits or prize documents may. RON availability varies by state; verify with the relevant notary commission.
What if signer name does not match ID?
A name mismatch can raise authentication concerns and may require a corrective signature or supporting ID to preserve enforceability and prevent payment disputes.
How long must I keep signed programs?
Follow the longest applicable retention rule: generally 3 years for tax records (IRC §6501(a)) and 6 years for HIPAA-covered records (45 CFR §164.530(j)); check state rules.

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