Can this insertion order be signed electronically?

Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws where adopted, provided the signature demonstrates intent, consent, attribution, and retention capability.

Do I need a notarization for this contract?

Typically not for commercial insertion orders; notarization is optional unless a specific state or corporate policy requires it. For remote notarization confirm the state's RON rules before relying on a notary.

How should AI-generated content ownership be handled?

Define ownership or license of AI outputs explicitly: clarify whether outputs are assigned, licensed non‑exclusively, or retained by the vendor, and state rights to use outputs for training models to avoid future disputes.

What happens if a signer’s name differs from legal records?

Mismatched signer names can delay enforcement or payment; use the legal entity name in contract signature blocks and verify signer authority in an attached resolution or corporate signing certificate where appropriate.

How do I amend the insertion order after signing?

Amendments should be documented in a written change order signed by authorized representatives. Avoid informal email approvals unless incorporated by reference and signed to preserve enforceability.

How long must I keep the signed insertion order?

Keep the signed IO and its audit trail for at least three years for IRS purposes (IRC §6501(a)) and longer if industry rules apply (e.g., HIPAA six-year requirement under 45 CFR §164.530(j)).

Electronic Signature
Templates
Marketing
Marketing AI Insertion Order

Marketing AI Insertion Order

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

Marketing AI Insertion Order

This Marketing AI Insertion Order ("IO") is entered into as of Effective Date: by and between Brand / Client and Agency / Vendor identified below. This IO is governed by the terms set forth herein and any master services agreement between the parties, or, if none exists, by the terms contained in this IO.

Parties and Contacts

Brand / Client Name Brand Primary Contact Brand Address

Email:

Phone:

Agency / Vendor Name Agency Primary Contact Agency Address

Email:

Phone:

Campaign Summary

Campaign Name Objectives Target Audience

Primary Channels: Social Media Display Video Audio Email Native Other:

Campaign Start Date:

Campaign End Date:

Insertion & Deliverables

The Agency will deliver the items specified below. Each deliverable must comply with the technical specifications and delivery schedule provided. Final acceptance will occur in accordance with the Acceptance clause.

Placement 1 - Description

Format:

Quantity:

Delivery Deadline:

Placement 2 - Description

Format:

Quantity:

Delivery Deadline:

Additional Deliverable Specifications

AI Usage, Transparency & FTC Disclosure

Agency may employ artificial intelligence, machine learning, or generative models ("AI") to create, modify, or place campaign creative and metadata. Agency represents and warrants that all AI-generated content will be truthful, not deceptive, and will comply with applicable consumer protection laws and advertising standards. The Agency shall ensure conspicuous disclosure to consumers when AI materially shapes creative or claims.

Disclosure Language to Appear in Creative (if applicable)

Agency shall not attribute the likeness of any identifiable person or public figure without a prior written release. Agency will not use Brand confidential data to train third-party models without Brand's express written permission. Agency shall retain records sufficient to demonstrate compliance with disclosure obligations and shall provide such records to Brand upon reasonable request.

AI Model / Tool Description

Rights, Ownership & License

Unless otherwise agreed in writing, Brand grants Agency a non-exclusive, non-transferable license to use Brand materials solely to perform the services described in this IO. For deliverables created pursuant to this IO, the parties agree that:

(a) Pre-existing intellectual property remains the sole property of the party providing it; (b) intellectual property newly created by Agency specifically for Brand under this IO and paid in full by Brand will be owned by Brand, subject to Agency's right to use de-identified process materials for its internal analytics and portfolio, provided such use does not disclose Brand confidential information; (c) Agency warrants it has obtained all third-party rights, releases, and clearances necessary for Brand's intended uses.

Territory License Duration

Exclusivity: Brand requests exclusivity for the category specified below

Exclusivity Category / Scope (if checked)

Compensation & Payment

Total Fee Payment Schedule / Milestones

Late Payment Interest Rate:

Kill Fee (if Brand terminates without cause)

Reporting, Measurement & Audit

Agency will provide campaign performance reports at the frequency specified below. Reports shall include impressions, clicks, conversions, viewability, and any mutually agreed-upon brand safety metrics. Brand may audit Agency compliance with AI disclosure and data usage once per 12-month period upon reasonable notice.

Reporting Frequency Key Performance Indicators

Warranties, Indemnification & Liability

Agency represents and warrants that: (i) it has the full right and authority to grant the rights granted herein; (ii) deliverables will not infringe third-party rights; and (iii) Agency's use of AI will comply with applicable laws and advertising standards. Brand represents that it has provided valid licenses for any Brand materials provided to Agency.

Each party shall indemnify the other against third-party claims arising from breach of the foregoing representations, except to the extent caused by the indemnified party's gross negligence or willful misconduct. Neither party's aggregate liability for direct damages arising out of this IO shall exceed the total fees paid under this IO, except for liability arising from willful misconduct, breaches of confidentiality, or breaches of intellectual property ownership.

Confidentiality

The parties agree that all non-public business and technical information disclosed in connection with this IO shall be treated as Confidential Information. Confidentiality obligations shall survive termination for a period of unless otherwise required by law.

Termination

Either party may terminate this IO for material breach by the other party that is not cured within days following written notice. Termination for convenience by Brand is permitted upon payment of the agreed kill fee.

Governing Law & Notices

This IO shall be governed by the laws of the state of without regard to conflict of law principles. Venue for disputes shall be in .

Notices to Brand Notices to Agency

Miscellaneous

This IO, together with any referenced attachments, constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes prior negotiations. Any amendments must be in writing and signed by authorized representatives of both parties.

Additional Terms / Special Instructions

Brand / Client Printed Name:

By:

Date:

Agency / Vendor Printed Name:

By:

Date:

What the Marketing AI Insertion Order Is and when it applies

A Marketing AI Insertion Order is a commercial agreement that sets the terms for a paid campaign that uses artificial intelligence for creative, targeting, or optimization. It specifies campaign dates, deliverables, budgets, performance metrics, data rights, AI usage limits, and quality controls. For advertisers, agencies, and publishers the document creates a clear operational blueprint that allocates responsibility for model training data, output ownership, testing, and remediation in case AI-generated content causes legal, regulatory, or brand-harm issues.

Why a clear Marketing AI Insertion Order matters

A precise insertion order reduces ambiguity about deliverables, assigns liability for AI outputs, protects intellectual property and data, and supports regulatory compliance for consumer protections and privacy laws such as HIPAA when applicable.

Who typically prepares and signs this insertion order

Multiple parties use the Marketing AI Insertion Order to operationalize AI-driven campaigns, each with distinct responsibilities and signature requirements.

Advertisers and brands who control campaign objectives and own or license creative assets for AI processing.
Agencies and media buyers who manage placements, performance metrics, and AI optimization settings on behalf of clients.
Publishers and platform partners who deliver inventory, receive payment, and must accept obligations on content moderation.

Assign signatory authority clearly: billing contacts, legal signers, and technical leads should be identified to avoid execution delays.

Core sections every professional Marketing AI Insertion Order should include

Use a consistent structure so commercial, technical, and legal teams can review the same details quickly and avoid disputes during campaign execution.

Deliverables

List placements, creatives, impressions, clicks, and any AI-generated formats with delivery milestones, file types, and acceptance criteria for each asset.

Scope

Define campaign geography, channels, audience segments, and any excluded content categories or brand safety constraints that limit AI targeting.

AI Usage

Describe how AI will be used (generation, variation, targeting), which models or vendors are involved, and whether training will use client data.

Data Rights

State who owns raw inputs, model outputs, derivative works, and any license terms for reuse, resale, or future model training.

IP & Ownership

Allocate ownership and licensing for creative outputs, trademark usage, and third-party content incorporated by AI, including attribution rules.

Liability

Specify indemnities, limits on damages, breach remedies, and responsibilities for regulatory fines or takedown costs arising from AI content.

Security, privacy, and compliance elements to include

Encryption: AES-256 at rest; TLS 1.2/1.3 in transit

Audit Trail: Record timestamps, IPs, and signer actions

ESIGN/UETA: Electronic signature legal basis

HIPAA Considerations: BAA required when PHI involved

Data Minimization: Limit inputs to necessary fields only

Access Controls: Role-based access and MFA

Step-by-step: completing the Marketing AI Insertion Order

Follow a concise review and approval flow to reduce execution time and ensure the contract accurately reflects technical and business requirements.

01

Prepare terms: Gather campaign scope, budgets, and KPIs from stakeholders
02

Specify AI details: Name models, vendors, and any data sources or exclusions
03

Assign approvals: List who must sign for legal, finance, and operations
04

Execute and archive: Collect signatures and store final signed copy with audit trail

Typical digital workflow settings for e-signing and routing

Configure signing and authentication options to match the document’s risk profile and any regulatory constraints before sending for signatures.

Field	Configuration
Signature method	ESIGN-compliant email link or SMS code
Authentication	Email verification; add SMS or KBA for higher assurance
Field types	Signature, initials, date, and conditional text fields
Delivery format	PDF/A with completed audit trail

How e-submission and execution typically proceed

A clear execution flow reduces signer friction and ensures the signed insertion order is admissible and reproducible.

Upload IO: Sender uploads the draft insertion order document
Place fields: Insert signature, date, and conditional fields
Send to signers: Route via email link or secure signing portal
Complete: Signed copies and audit trail delivered to parties

Technical and integration considerations for electronic handling

Confirm platform support for required formats, integrations, and authentication before initiating the signing workflow.

Integrations: Salesforce, NetSuite, Google Workspace
File formats: PDF, DOCX, Excel supported
Security stack: TLS, AES-256, SOC 2

Ensure chosen tools capture an auditable record and retain signed copies in secure storage to support compliance and future disputes.

Key dates and timing to include on the insertion order

Define milestone dates and payment timing clearly so invoicing, campaign activation, and reporting align with operational systems.

Effective date:

Enter as MM/DD/YYYY; this starts campaign obligations

Campaign start date:

Date creative must go live or media begins

Creative delivery:

Deadline for assets, specs, and final approvals

Reporting cadence:

Weekly or monthly reporting windows and formats

Payment terms:

Net 30 or agreed milestone-based payment schedule

Common preparation mistakes to avoid

Failing to define AI training data permissions can create later disputes over model improvements and reuse rights, increasing legal exposure and negotiation time.
Using vague ownership language for AI outputs often leads to conflicting interpretations about resale, platform reuse, and derivative works across vendor relationships.
Omitting specific moderation and takedown processes may delay removal of problematic AI-generated content and increase brand and regulatory risk.
Not aligning measurement and reporting definitions between agency and publisher can cause performance conflicts and late payment disputes.

Primary legal and commercial risks to document accuracy

Contract breach: Damages exposure

IP dispute: Injunctions and claims

Regulatory fines: Statutory penalties

Data leak: Liability for disclosure

Ad sanctions: Platform penalties

Termination: Early termination fees

FAQs: common questions when preparing or signing a Marketing AI Insertion Order

Answers focus on practical execution, legal enforceability, and handling AI-specific issues encountered during preparation and signing.

Need help? Contact support

Can this insertion order be signed electronically?
Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws where adopted, provided the signature demonstrates intent, consent, attribution, and retention capability.
Do I need a notarization for this contract?
Typically not for commercial insertion orders; notarization is optional unless a specific state or corporate policy requires it. For remote notarization confirm the state's RON rules before relying on a notary.
How should AI-generated content ownership be handled?
Define ownership or license of AI outputs explicitly: clarify whether outputs are assigned, licensed non‑exclusively, or retained by the vendor, and state rights to use outputs for training models to avoid future disputes.
What happens if a signer’s name differs from legal records?
Mismatched signer names can delay enforcement or payment; use the legal entity name in contract signature blocks and verify signer authority in an attached resolution or corporate signing certificate where appropriate.
How do I amend the insertion order after signing?
Amendments should be documented in a written change order signed by authorized representatives. Avoid informal email approvals unless incorporated by reference and signed to preserve enforceability.
How long must I keep the signed insertion order?
Keep the signed IO and its audit trail for at least three years for IRS purposes (IRC §6501(a)) and longer if industry rules apply (e.g., HIPAA six-year requirement under 45 CFR §164.530(j)).

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