Can the form be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes provided the transaction shows intent to sign, consent to electronic records, attribution to the signer, and reliable record retention.

Is notarization required for marketing access?

Not typically. Most marketing connections do not require notarization; only specific instruments (deeds, wills) or parties requesting notarized attestations need a notary. Check state or counterparty requirements before adding notarization.

What if PHI is involved?

If PHI is shared, include a Business Associate Agreement and confirm HIPAA compliance. Healthcare records require special handling and a BAA; retain records consistent with 45 CFR §164.530(j).

How do I revoke access after termination?

Document a revocation procedure: disable credentials, remove granted permissions, confirm deletion of shared datasets, and capture a signed attestation or system log showing completion.

Who must sign to bind an organization?

An authorized representative with corporate signing authority must sign. Verify authority via board resolution, power of attorney, or contract language; include title and contact details in the document.

How long should I keep signed copies?

Retain the signed connection and audit trail for the active term and applicable retention period: at least 3 years for tax records (IRC §6501(a)) and 6 years for HIPAA-related records (45 CFR §164.530(j)); adjust for state variations.

Electronic Signature
Templates
Marketing
Marketing Advertising Connection

Marketing Advertising Connection

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

MARKETING ADVERTISING CONNECTION

Effective Date: This Marketing Advertising Connection (the Agreement) is entered into between:

Parties

Brand / Client

Entity Type (select all that apply) Corporation LLC Individual

Primary Contact Agency / Creator

Entity Type (select all that apply) Corporation LLC Individual

Primary Contact

Recitals

Whereas the Brand/Client desires to engage the Agency/Creator to create, publish and distribute advertising and promotional materials as specified below; and whereas the Agency/Creator has the experience and resources to perform such services; the parties agree as set forth in this Agreement.

Campaign Description

Campaign Name Objectives Target Audience Channels (select all applicable)

Social Media Display Ads Video Search Email Out-of-Home Influencer

Campaign Term: Start Date: End Date:

Deliverables

The Agency/Creator shall deliver the following items in accordance with the schedule and specifications below. Each deliverable must be accepted in writing by the Brand/Client pursuant to the Approval Process in this Agreement.

Deliverable 1 — Description

Due Date:

Deliverable 2 — Description

Due Date:

Deliverable 3 — Description

Due Date:

Additional Deliverables / Notes

Approval & Creative Control

Agency/Creator shall submit materials for Brand/Client approval. The Brand/Client shall provide consolidated written feedback within calendar days of submission. The parties agree to up to rounds of reasonable revision per deliverable. Additional revisions will be priced separately.

Compensation & Payment

Total Fee

Payment Schedule: Deposit: due within days of execution. Balance due upon final deliverable acceptance or no later than days after invoice.

Payment Method

ACH / Bank Transfer Check Card Wire

Expenses

Brand/Client shall reimburse pre-approved out-of-pocket expenses incurred by Agency/Creator. Pre-approval must be in writing. Expense cap (if any): . Reimbursable expenses require itemized receipts and are payable within days of invoice.

Usage Rights & License

Upon full payment, Agency/Creator grants to Brand/Client a non-exclusive/non-transferable license to use the final deliverables for the Permitted Uses described below. The parties may elect assignment by completing the selection field.

Permitted Uses / License Scope

Assignment of copyright to Brand/Client upon full payment Limited license only (no assignment)

FTC Disclosure Compliance

For influencer and sponsored content, Agency/Creator shall ensure that all posts, videos and creative include clear and conspicuous disclosures that the content is sponsored in accordance with applicable advertising and endorsement disclosure standards. Agency/Creator shall retain documentation demonstrating compliance for a minimum of 2 years and shall provide such documentation to Brand/Client upon request.

Agency/Creator warrants compliance with disclosure obligations for all paid or materially supported content Brand/Client acknowledges responsibility to review and approve disclosure language prior to publication

Disclosure Procedure

Exclusivity

During the Term, Agency/Creator shall refrain from providing substantially similar paid advertising services for direct competitors of the Brand/Client as listed in the exclusivity details below, unless otherwise agreed in writing.

Exclusive Non-exclusive

Exclusivity Details / Competitor List

Termination

Either party may terminate this Agreement for convenience upon days' written notice. Termination for material breach is effective upon written notice and failure to cure within days. If Brand/Client terminates for convenience, the Brand/Client shall pay a kill fee of plus reimbursement for approved unrecoverable expenses.

Termination Assistance

Intellectual Property & Ownership

Unless an assignment is selected above, Agency/Creator retains ownership of underlying materials, pre-existing IP and tools and grants Brand/Client a license as set forth in this Agreement. Brand/Client shall own all final materials to the extent assigned or purchased under the Compensation section. Any moral rights shall be waived to the extent permitted by law.

IP Ownership Clarifications

Representations, Warranties & Indemnity

Each party represents and warrants that it has full authority to enter this Agreement and perform its obligations. Agency/Creator represents that deliverables will not infringe third-party rights and will comply with applicable law. Agency/Creator shall indemnify Brand/Client for claims arising from breach of these warranties. Brand/Client shall indemnify Agency/Creator for claims arising from Brand/Client-supplied materials or instructions.

Confidentiality

Each party shall keep confidential all non-public information disclosed in connection with this Agreement and shall use such Confidential Information solely to perform obligations under this Agreement. Confidentiality obligations survive termination for a period of 3 years except for trade secrets, which survive as provided by law.

Reporting & Metrics

Reporting Frequency Key Metrics & KPIs

Liability, Force Majeure & Dispute Resolution

Except for willful misconduct or gross negligence, neither party shall be liable for consequential or punitive damages. A party's failure or delay due to causes beyond reasonable control (force majeure) excuses performance for the duration of the hindrance. Governing law: . Disputes shall first be subject to good-faith negotiation, followed by mediation and, if unresolved, binding arbitration under the parties' agreement.

Notices

All notices required under this Agreement shall be sent to the primary contacts specified below and are effective upon receipt.

Brand Notice Contact Agency Notice Contact

Miscellaneous

This Agreement, including any attachments and approved change orders, constitutes the entire agreement between the parties and supersedes all prior proposals and understandings. Amendments must be in writing and signed by both parties. If any provision is held invalid, the remainder shall remain in effect.

Brand/Client:

By:

Date:

Agency/Creator:

By:

Date:

What the Marketing Advertising Connection Is

The Marketing Advertising Connection is a standardized agreement and technical onboarding form used to grant access to ad accounts, pixels, creative assets, and reporting endpoints between advertisers, agencies, and publishers. It records consent, scope of access, data categories shared, roles and responsibilities, and basic security controls so teams can enable campaigns and measurement while preserving a clear audit trail and compliance posture.

Why a Clear Connection Document Matters

A formal Marketing Advertising Connection reduces ambiguity about who can access accounts, what data may be transmitted, and when services begin or end. When executed electronically consistent with the ESIGN Act (15 U.S.C. ch. 96) and applicable state UETA/ESRA rules, it can meet legal enforceability tests for intent, consent, attribution, and record retention.

Who Prepares and Receives This Document

Common users who complete or receive this document include marketing teams, agencies, publishers, ad tech vendors, and legal/compliance reviewers.

In-house marketing managers granting campaign access and billing permissions to external agencies.
Advertising agencies onboarding client ad accounts, pixels, and creative distribution rights.
Publishers and platforms documenting data use limitations, attribution windows, and reporting requirements.

Signatory roles vary by organization size; ensure authorized representatives sign and verify their authority before granting access.

Typical Signers and Their Responsibilities

Agency COO

The COO or operations lead authorizes agency access to client ad accounts, approves billing or spend arrangements, and coordinates technical handoffs. They verify contractual permission to share data, confirm vendor privacy controls, and sign on behalf of the agency with attestations of authority.

Marketing Director

The marketing director or head of growth approves scope, designates campaign owners, and confirms data categories permitted for use. They ensure tracking, attribution windows, and reporting formats match campaign requirements before signing access agreements.

Key Parts of a Professional Marketing Advertising Connection

A complete document balances legal clarity with technical detail so technical teams can act and counsel can confirm compliance.

Parties

Identify the legal entities involved, including full legal names, DBA names, and contact information for authorized signers and technical contacts.

Scope of Access

List specific ad accounts, platforms, pixels, conversion events, and permissions (view, edit, billing) granted to each party.

Data Sharing

Describe categories of data shared (PII, hashed identifiers, cookies), permitted uses, retention limits, and any prohibited uses.

Security Controls

Specify authentication methods, password policies, two-factor requirements, and requirements for secure transmission and storage.

Term & Termination

State effective date, end date or trigger events for termination, and procedures for access revocation and data deletion.

Legal & Privacy

Include governing law, liability allocations, and references to applicable privacy regulations and required addenda (e.g., HIPAA BAA if PHI present).

Required Information and Fields

Company Legal Name: Legal entity name as on tax records

Primary Contact Email: Primary contact email for notices

Ad Account ID: Platform account identifier

Access Scope: List platforms, pixels, conversion events

Data Types Shared: PHI, PII, hashed identifiers, cookies

Effective Date: Enter in MM/DD/YYYY format

Step-by-Step: Completing the Marketing Advertising Connection

Follow these steps to complete and distribute the connection form with minimal friction.

01

Prepare Document: Populate parties, scope, and data fields
02

Review Legal: Confirm governing law and privacy clauses
03

Assign Signers: Specify authorized individuals and order
04

Execute and Archive: Collect signatures, save final PDF, and retain audit trail

How to Configure the Online Workflow

Set up a repeatable electronic workflow so technical and legal teams receive the right inputs and notifications.

Field	Configuration
Signature Order	Sequential or parallel based on approval needs
Authentication	Email link, SMS code, or stronger MFA
Conditional Fields	Show fields only when specific answers selected
Notification	Automatic copies to legal and ops contacts

Where to Send and How It’s Processed

Understand routing so approvals, technical handoffs, and archiving happen reliably.

Send to Legal: Legal reviews privacy, liability, and governing law
Send to Operations: Ops configure platform access and credentials
Client/Publisher Review: Counterpart confirms scope and reporting needs
Archive Copy: Final PDF and audit trail retained for records

Digital Signing and Distribution Requirements

Choose an e-signature workflow that supports audit trails, secure storage, and the authentication level needed for your risk profile.

Integrations: CRM, cloud storage, and ad platform connectivity
File Formats: PDF, DOCX, or exportable HTML for records
Authentication: Email, SMS, or advanced signer verification

Typical Timelines and Deadlines

Plan deadlines for onboarding, access revocation, and document retention so campaigns remain compliant and auditable.

Onboarding Window:

Complete access provisioning at least 3 business days before launch

Access Review:

Quarterly review of granted permissions recommended

Termination Effect:

Revoke access within 24–72 hours after termination

Record Retention:

Retain signed connection for the active campaign plus minimum retention period

Contract Renewal:

Revisit terms 30–60 days before expiration

Key Milestones for a Connection Lifecycle

Track milestones from request through revocation to maintain compliance and operational continuity.

01

Request Submitted

Initiator provides necessary IDs and scope for approval

02

Legal Review

Privacy and liability provisions are verified

03

Technical Provisioning

Credentials and pixels are configured on platforms

04

Decommission

Access removed and data copies handled per retention rules

Common Mistakes Teams Make

Failing to identify the authorized signer leads to rejected access requests and delays while verification is completed by legal or procurement.
Listing vague permissions such as 'editor access' without specifying platform or account IDs can result in overbroad privilege grants.
Neglecting to document data categories means downstream processors may receive PII or PHI unintentionally, increasing regulatory risk.
Skipping a defined offboarding process leaves stale credentials active and can enable unauthorized access after campaigns end.

Penalties and Risks from Errors

Data-Protection Fines: Potential HIPAA or FTC enforcement

Contract Liability: Breach claims and indemnity exposure

Credibility Harm: Client trust and reputational damage

Operational Downtime: Campaign pauses and revenue loss

Access Abuse: Unauthorized ad spend or configuration changes

Regulatory Notices: Required consumer or agency notifications

Practical Examples of Use

Two concise scenarios show how a connection form clarifies responsibility and accelerates setup.

Case Study 1

A mid-market retailer needs cross-platform pixels enabled quickly

Agency requests account access and lists pixel IDs
Clear scope and signer authority allowed the agency to provision pixels within 48 hours while legal preserved data-use limits and audit records for later review.

Case Study 2

A publisher accepts client creative across multiple domains

Client supplies hashed user lists and permitted reporting metrics
The connection documented retention rules and IP restrictions, avoiding a later dispute about unauthorized list reuse and ensuring consistent attribution.

eSignature Pricing Comparison (vendor overview)

Basic pricing and feature availability for common eSignature vendors. signNow is listed first per vendor comparison conventions.

	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, no card	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Practical Tips for Accurate Completion

Adopt procedures that reduce errors and speed approvals while preserving legal clarity and auditability.

Use Exact Legal Names

Always enter the registered legal entity name and matching signer names; mismatches can delay verification and may invalidate authority assertions during disputes.

Limit Access Scope

Grant the minimum permissions required (least privilege) and document specific account IDs and pixel identifiers to avoid accidental over-permissioning and security exposure.

Record Consent Explicitly

Include an explicit electronic consent paragraph for e-signing and a statement that the signer can withdraw consent; this supports ESIGN/UETA enforceability and consumer-facing disclosure rules.

Automate Revocation

Create a documented offboarding process that automatically revokes credentials, deletes temporary data, and records completion of decommissioning steps.

Frequently Asked Questions

Answers to common legal, technical, and operational questions about using a Marketing Advertising Connection.

Need help? Contact support

Can the form be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes provided the transaction shows intent to sign, consent to electronic records, attribution to the signer, and reliable record retention.
Is notarization required for marketing access?
Not typically. Most marketing connections do not require notarization; only specific instruments (deeds, wills) or parties requesting notarized attestations need a notary. Check state or counterparty requirements before adding notarization.
What if PHI is involved?
If PHI is shared, include a Business Associate Agreement and confirm HIPAA compliance. Healthcare records require special handling and a BAA; retain records consistent with 45 CFR §164.530(j).
How do I revoke access after termination?
Document a revocation procedure: disable credentials, remove granted permissions, confirm deletion of shared datasets, and capture a signed attestation or system log showing completion.
Who must sign to bind an organization?
An authorized representative with corporate signing authority must sign. Verify authority via board resolution, power of attorney, or contract language; include title and contact details in the document.
How long should I keep signed copies?
Retain the signed connection and audit trail for the active term and applicable retention period: at least 3 years for tax records (IRC §6501(a)) and 6 years for HIPAA-related records (45 CFR §164.530(j)); adjust for state variations.

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