Marketing Campaign AdEasy Agreement
What the Marketing Campaign AdEasy Agreement Covers
Why a Clear Written Agreement Matters
A clear AdEasy Agreement allocates risk, sets measurable deliverables, and establishes payment milestones so both parties know when work is complete and when payment is due.
Who Typically Prepares and Signs This Agreement
The Marketing Campaign AdEasy Agreement is used by marketing managers, agency account teams, procurement, and in-house legal teams to document paid media and creative services.
- Marketing managers and brand owners who set campaign goals and approve budgets.
- Agency account leads and project managers who deliver creative and media services.
- Procurement or in-house counsel overseeing contract terms and payment approvals.
Use this agreement where a defined scope, budget, and timeline are required, and when digital signatures or remote approvals are planned.
Step-by-step: Completing the AdEasy Agreement
-
01Prepare SOW: Draft the statement of work with measurable deliverables and dates.
-
02Set Budget: Specify fees, payment milestones, and expense reimbursement rules.
-
03Assign IP: State who owns creative work and usage rights after payment.
-
04Sign & Store: Execute with authorized signatures and save the fully executed record.
Configuring an Online Agreement Workflow
| Field | Configuration |
|---|---|
| Signing Order | Specify signer sequence to enforce approvals. |
| Required Fields | Mark client, dates, and payment fields as mandatory. |
| Authentication | Select email link, SMS code, or advanced methods. |
| Audit Trail | Enable automatic timestamps and IP logging. |
Digital Signing and System Requirements
Choose a platform that supports secure eSigning, audit trails, and your file formats to maintain an admissible record.
- File Formats: PDF, DOCX, and HTML are commonly supported.
- Integrations: Salesforce, NetSuite, Google Workspace, and Box.
- Authentication: Email, SMS, KBA, or SSO options available.
Common eSignature Options for Executing the Agreement
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Primary risks and potential contract consequences
Common preparation mistakes to avoid
- Vague scope statements that leave deliverables undefined and create revision disputes during campaign execution.
- Missing acceptance criteria for creative or performance metrics, causing disagreement over final deliverable approval and payment.
- Failing to name the authorized signatory, resulting in returned or unenforceable documents when the signer lacks authority.
- Overlooking data privacy or HIPAA requirements for healthcare-related campaigns, exposing parties to compliance risk and penalties.
Typical timing milestones in a campaign agreement
Campaign Effective Date:
Date when services and obligations commence
Creative Delivery Deadline:
Final assets due before media trafficking
Media Launch Date:
Scheduled date for paid placements to begin
Payment Due Date:
Invoice payment timeframe following milestone completion
Termination Notice:
Advance days required to end services per contract
Where to send and store the executed agreement
-
Signed Copies: Distribute executed PDFs to all contract parties
-
Contract Repository: Upload to centralized storage or CLM system
-
Finance Team: Send invoices and payment schedules for processing
-
Campaign Operations: Attach to project management or ad platform records
Real-world examples of agreement use
Optica Ventures (COO)
For recurring agency engagements, Optica standardized a single SOW template to speed approvals.
- The SOW specified deliverables and KPIs in detail.
- This reduced back-and-forth with vendors and shortened contract cycle time while improving clarity for billing and reporting.
Tech Data (CEO)
Enterprise procurement used a master services agreement with campaign exhibits for each buy.
- Each campaign referenced a single master agreement.
- That approach centralized terms, simplified vendor onboarding, and minimized legal review for routine campaigns.
Practical tips for an accurate and efficient agreement
Frequently asked questions about executing the agreement
-
Is an electronic signature legally binding?
Yes. Electronic signatures that meet intent, consent, attribution, and record-retention requirements are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted; certain narrow exceptions still require wet signatures.
-
Do I need a notary or witnesses?
Most marketing agreements do not require notarization or witnesses; exceptions include specific state rules or accompanying documents like POAs or deeds. Check the state notary rules if a notarized acknowledgement is requested.
-
What happens if the signer's name doesn't match records?
Name mismatches can delay enforcement and payment. Correct names before signing or include a clarifying addendum showing the signer’s authority and legal name to avoid disputes.
-
Can I revise the agreement after signing?
Modifications should be made by a written amendment signed by all parties. Do not edit the signed PDF; create an amendment or replacement agreement and execute it under the same authentication standard.
-
Is HIPAA protection required for marketing campaigns?
Only when the campaign involves protected health information. If PHI is involved, execute a BAA and apply HIPAA administrative, technical, and physical safeguards per 45 CFR Part 160–164.
-
Which eSignature plans support bulk sending and advanced authentication?
Plans vary: signNow Business Premium and Enterprise tiers add bulk send and advanced signer authentication; Site License offers usage-based pricing and enterprise features for high-volume workflows.