Are electronic signatures legally valid?

Yes. Electronic signatures are generally binding under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws; New York uses ESRA. Ensure intent, consent, attribution, and retention are documented.

Can I change the IO after signature?

Post-execution changes require a written amendment signed by authorized parties. Track change orders and preserve the original executed IO for audit purposes.

What if a signer lacks authority?

If a signer lacked apparent authority, the transaction may be voidable. Verify delegated signing authority in procurement or corporate resolution records before execution.

What to do when creatives are rejected?

Document rejections with timestamps and reasons, require corrective creative submissions per the IO, and log approvals to avoid disputes over delivery and payment.

How do I preserve an audit trail?

Use the signing platform to capture timestamps, IP addresses, signer authentication method, and the certificate of completion. Store these with the executed IO for compliance.

Can I use remote notarization for IOs?

Remote Online Notarization (RON) availability varies by state. Confirm the state's notary rules before relying on RON for any acknowledgment that requires notarization.

Electronic Signature
Templates
Marketing
Marketing Campaign CatchAll IO

Marketing Campaign CatchAll IO

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

Marketing Campaign CatchAll IO

Parties

Client Name:

Client Contact Information

Agency/Creator Name:

Agency Contact Information

Recitals

This Insertion Order ("IO") is entered into between the parties named above for services to be rendered by Agency/Creator to Client in accordance with the terms and conditions set forth below. The parties intend that this IO, together with any applicable statement of work and mutually executed change orders, constitutes the complete and binding agreement for the campaign described herein.

Campaign Summary

Campaign Name Primary Objectives Target Audience Channels

Campaign Period: Start Date through End Date

Deliverables

List all deliverables below. Each deliverable shall include format, quantity, and delivery deadline. Unless otherwise agreed in writing, all deliverables must meet the specifications and acceptance criteria described herein.

Deliverable 1 — Description Deliverable 2 — Description

Additional deliverables attached as Change Orders will be subject to the Change Order process below.

Compensation & Payment

Total Campaign Fee Payment Schedule Deposit / Advance

All invoices are due within days of receipt unless otherwise agreed in writing. Late payments shall accrue interest at .

Usage Rights & Intellectual Property

Agency/Creator hereby grants Client a non-exclusive/non-transferable license to use the final approved deliverables for the Campaign in the Territory defined below for the Duration defined below, subject to full payment of compensation due under this IO and any attached SOW. Unless otherwise specified in writing, ownership of underlying raw files and intellectual property created by Agency/Creator during performance shall remain with Agency/Creator, with Client receiving the license described herein.

Territory License Duration Special IP Terms (if any)

FTC Disclosure Compliance

Agency/Creator shall comply with all applicable laws and advertising regulations regarding endorsements, disclosures, and native advertising. Creator warrants that any sponsored content shall include clear, conspicuous disclosures of the material connection to Client as required by law and industry standards.

Creator confirms compliance: I acknowledge that required disclosures will be included in all sponsored content.

Exclusivity

Exclusivity (if any): Exclusive for category described below

Exclusivity Category / Scope

Termination

Either party may terminate this IO for convenience upon written notice delivered to the other party at least days prior to the effective termination date. Upon termination by Client without cause, Client shall pay Agency/Creator for all work performed to date plus a kill fee of unless otherwise agreed.

Effects of Termination

Approvals, Reporting & Measurement

Client shall provide approvals or written comments on deliverables within business days of receipt. If Client fails to timely approve, deliverables shall be deemed approved. Agency/Creator will provide reporting metrics as set forth below.

Reporting Metrics & Frequency

Change Orders

Any material change to scope, schedule, or compensation must be documented in a written Change Order signed by both parties. Standard change order rate: .

Representations, Warranties & Indemnity

Each party represents that it has full power and authority to enter into this IO. Agency/Creator represents that deliverables will be original and will not infringe third-party rights. Agency/Creator shall indemnify Client against third-party claims arising from content Agency/Creator provides, except to the extent such claims arise from Client-provided materials or directions.

Confidentiality

The parties agree to treat all non-public information disclosed in connection with this IO as confidential and to use such information only for performance under this IO. Confidentiality obligations survive termination for a period of years.

Governing Law & Venue

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

Miscellaneous

This IO constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior proposals and communications. Amendments must be in writing and signed by authorized representatives of both parties.

IO Reference Number Date of IO

Client Name:

By:

Date:

Agency/Creator Name:

By:

Date:

What the Marketing Campaign CatchAll IO Is

A Marketing Campaign CatchAll IO is an insertion order template used to document the commercial terms and operational details for a paid digital or traditional advertising campaign. It consolidates parties, campaign identifiers, line items, budgets, pricing (CPM/CPC), targeting parameters, flight dates, creative delivery requirements, billing terms, approval workflow, and signature blocks into a single agreement that governs campaign execution and payment. The IO serves as the binding commercial authorization for publishers, ad platforms, agencies, and advertisers and is commonly used to reduce ambiguity and provide an auditable record of campaign obligations.

Why a Clear CatchAll IO Matters

A comprehensive IO reduces misunderstandings, speeds campaign activation, and creates an auditable record for billing and reconciliation. It helps align commercial terms, creative deadlines, and measurement expectations between advertiser, agency, and media partner while supporting dispute resolution and regulatory compliance.

Typical Users and Signers

Teams across marketing, ad ops, finance, and legal commonly prepare or approve IOs before campaign launch.

Advertisers and Brand Teams responsible for campaign goals and budgets.
Agencies and Media Buyers who draft line items and placement details.
Publishing Partners and Ad Networks who confirm inventory and delivery terms.

Each signer should have delegated authority documented in procurement or account governance records to avoid post-execution disputes.

Core Elements to Include in a Professional IO

A robust CatchAll IO groups operational and legal elements so each party understands responsibilities, timelines, and remedies. Use clear line items and attachments for complex buys.

IO Header

Advertiser and agency legal names, billing address, and IO identifier to link invoices and reporting.

Line Items

Each placement listed with unit price, quantity, KPI (impressions, clicks), and measurement method for reconciliation.

Targeting

Audience parameters and geographic constraints, including any negative targeting or exclusion lists used to define delivery.

Flight Schedule

Start and end dates with timezone, pacing instructions, and any milestone delivery dates for creative assets.

Billing Terms

Payment schedule, invoicing cadence, dispute window, late fee terms, and preferred currency and tax treatment.

Terms & Attachments

Standard terms, indemnities, privacy clauses, and schedules for creative specs, measurement tags, and data use.

Step-by-Step: From Draft to Executed IO

Follow a standardized sequence to reduce approval loops and accelerate campaign start.

01

Prepare IO: Draft terms, line items, and attachments for internal review.
02

Internal Approval: Obtain sign-offs from marketing, legal, and finance as required.
03

Partner Review: Send IO to publisher or platform for confirmation and adjustments.
04

Execute: Collect signatures, confirm delivery schedule, and archive executed copy.

Common Digital Workflow Settings for IO Execution

Map these configuration items when setting up an e-sign or approval workflow for the IO.

Field	Configuration
Approval Order	Sequential or parallel signer routing
Authentication	Email link, SMS code, or KBA per sensitivity
Notifications	Automated reminders and escalation rules
Asset Delivery	Attach creative files and version control policy

How Electronic Execution Typically Works

Electronic signing reduces turnaround when the workflow and authentication are configured correctly.

Upload IO: Sender uploads the IO and attachments to the signing platform.
Place Fields: Insert signature, date, and initial fields where required.
Add Signers: Enter signer emails and define routing or signing order.
Complete Signing: Signers authenticate, sign, and receive final executed copy.

Technical Considerations for Sharing and Signing

Choose a platform that supports the IO file types, secure delivery, and required authentication strength.

File Formats: PDF, DOCX supported for fillable fields
Integrations: Connectors for CRM, ad ops, and storage
Auth Options: Email link, SMS, or stronger methods

Confirm the selected system retains an auditable trail (timestamps, IPs, action logs) and meets any industry compliance you require before sending IOs.

Required Data Elements at a Glance

Advertiser Name: Exact legal entity

Agency Contact: Primary name and email

Billing Information: Invoicing address and tax ID

Campaign Code: Unique campaign identifier

Flight Dates: MM/DD/YYYY format

Authorized Signer: Name, title, signature

Common Preparation Errors to Avoid

Using different campaign IDs across platforms causes reconciliation mismatches and delayed invoicing or attribution.
Failing to attach creative specs or pixel instructions leads to delivery errors and measurement disputes during campaign flight.
Not documenting who can approve change orders increases approval loops and may permit unauthorized budget changes mid-flight.
Missing timezone on flight dates causes early start or late end times when partners operate across zones.

Consequences of an Incorrect or Incomplete IO

Late Start: Loss of impressions or revenue

Incorrect Billing: Delayed payment and disputes

Missing Signatures: Enforceability challenges

Non‑compliant Content: Regulatory or platform penalties

Data Exposure: Privacy breach risk

Creative Mismatch: Brand safety incidents

Typical Deadlines and Lead Times

Plan and confirm deadlines to ensure timely creative delivery, trafficking, and invoicing.

IO Submission Lead Time:

At least 5 business days prior to flight start for standard buys

Creative Delivery Date:

Typically 3–5 business days before flight start

Flight Start Date:

Date campaign goes live; confirm timezone

Billing Cutoff:

Invoice issued monthly or upon delivery per IO

Revision Window:

Change orders accepted typically up to 48–72 hours before flight

eSignature Vendor Comparison for IO Execution

A vendor comparison highlights starting price and basic capability differences; choose based on required compliance, volume, and integrations.

	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
Envelope Cap	No cap	100 envelopes/user/yr	Varies	Varies	Varies

FAQs and Troubleshooting

Answers to common questions about execution, signatures, and post-execution changes for Marketing Campaign CatchAll IOs.

Need help? Contact support

Are electronic signatures legally valid?
Yes. Electronic signatures are generally binding under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws; New York uses ESRA. Ensure intent, consent, attribution, and retention are documented.
Can I change the IO after signature?
Post-execution changes require a written amendment signed by authorized parties. Track change orders and preserve the original executed IO for audit purposes.
What if a signer lacks authority?
If a signer lacked apparent authority, the transaction may be voidable. Verify delegated signing authority in procurement or corporate resolution records before execution.
What to do when creatives are rejected?
Document rejections with timestamps and reasons, require corrective creative submissions per the IO, and log approvals to avoid disputes over delivery and payment.
How do I preserve an audit trail?
Use the signing platform to capture timestamps, IP addresses, signer authentication method, and the certificate of completion. Store these with the executed IO for compliance.
Can I use remote notarization for IOs?
Remote Online Notarization (RON) availability varies by state. Confirm the state's notary rules before relying on RON for any acknowledgment that requires notarization.

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