Can this form be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted; ensure the signer demonstrates intent, consents to electronic records, attribution is clear, and records are retained.

Which fields are required before routing?

At minimum require campaign name, owner, effective date (MM/DD/YYYY), budget, and named approvers. Missing required fields typically block automated routing and delay approvals.

Do privacy laws affect targeting data in the intake?

Yes. State privacy laws (for example, California’s CCPA/CPRA) and federal sector rules may require disclosures or opt‑outs; document any personal data collection and legal bases in the intake.

How long does processing usually take?

Processing varies by complexity, but a complete intake with standard review typically clears in 3–10 business days; add time for external legal review or high‑risk claims.

Can approvers be changed after submission?

Changing approvers post‑submission is possible but creates an audit record; implement role changes in a controlled workflow and capture rationale and signoff for compliance.

How do I fix an error after the form is signed?

If clerical, execute a corrected amendment signed by the same approvers and reference the original intake. For material changes, reinitiate a new intake and retain both records for audit purposes.

Electronic Signature
Templates
Marketing
Marketing Campaign Intake Form

Marketing Campaign Intake Form

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

Marketing Campaign Intake Form

Parties

Brand / Client Name:

Brand Primary Contact Brand Contact Title / Role Brand Contact Address

Agency / Creator Name:

Agency Primary Contact Agency Contact Title / Role Agency Contact Address

Campaign Overview

Campaign Name:

Campaign Objective(s) Target Audience Primary Channels / Platforms

Requested Campaign Start Date: Requested Campaign End Date:

Deliverables & Timeline

List primary deliverables, formats, quantities, and deadlines. Attach specifications where required.

Deliverable 1 — Description

Format: Quantity: Deadline:

Deliverable 2 — Description

Format: Quantity: Deadline:

Additional Deliverables / Notes

Compensation & Payment

Total Fee (USD) Payment Schedule

Responsible for media/ad spend billing: Brand Agency

Expected Media Budget (USD)

Usage Rights & Intellectual Property

License Grant (summary): The Agency grants the Brand a non-exclusive/non-transferable license to use the approved deliverables for the purposes set forth in this form for the Territory and Term specified below, subject to full payment. Any usage beyond the license scope requires a separate written agreement.

Territory: License Duration:

Ownership (select applicable): Brand owns final approved deliverables Agency retains ownership; Brand receives license Other (specify below)

If Other, specify ownership terms

Exclusivity & Conflicts

Exclusive engagement during campaign term: Yes No

If Exclusive, provide scope and restrictions

FTC Disclosure & Compliance

Agency/Creator certifies that all paid or sponsored content will include clear, conspicuous disclosures required by applicable advertising and consumer protection standards and that the Agency will cooperate with the Brand to ensure required disclosures appear in all deliverables.

Agency agrees to comply: Yes No

Approval, Reporting & Metrics

Approval Process / Review Turnaround Reporting Frequency & Metrics

Termination & Kill Fee

Termination requires written notice of: days prior to desired termination date.

Kill Fee (if applicable): Describe conditions that trigger kill fee:

Confidentiality, Indemnification & Liability

Confidentiality: Parties acknowledge that confidential information exchanged in connection with this campaign shall be held in confidence for the duration of the campaign term and for two (2) years thereafter, except as required by law. Proprietary creative concepts remain subject to the ownership provisions above unless otherwise agreed in writing.

Indemnification: Each party shall indemnify and hold harmless the other from claims arising out of its breach of warranties, including any claim that content infringes third-party rights or fails to disclose sponsored status, except to the extent caused by the indemnified party's gross negligence or willful misconduct.

Limitation of Liability: Except for liability arising from willful misconduct, fraud, or indemnification obligations, neither party's aggregate liability for any claim shall exceed the total fees paid under this intake form for the campaign.

Additional Terms & Acknowledgements

Special Instructions or Legal Clauses:

By signing below, the parties confirm that the information provided is accurate, that the Agency is authorized to provide the services and deliverables listed, and that both parties agree to the material terms captured in this intake form. This intake form is intended to document campaign specifications and, where indicated by signature, authorizes the Agency to commence work in accordance with the payment and licensing terms above.

Brand / Client Printed Name:

By:

Date:

Agency / Creator Printed Name:

By:

Date:

What the Marketing Campaign Intake Form Is and When It’s Used

The Marketing Campaign Intake Form is a standardized brief used to capture campaign objectives, target audiences, creative assets, budgets, timelines, approvals, and measurement criteria. Teams use it to translate business goals into an operational plan, align stakeholders, identify required resources, and surface policy or compliance needs before work begins. A complete intake reduces ambiguity, speeds estimates and approvals, and creates a single source of truth for campaign managers, agencies, legal reviewers, and finance teams.

Why a Consistent Intake Form Matters

A structured intake improves alignment across marketing, creative, legal, and finance by standardizing required information, shortening review cycles, and reducing rework and scope creep while preserving an audit-ready record of approvals.

Who Typically Completes and Reviews This Form

Use this distribution to map responsibilities and to assign a named owner who drives approvals and handoffs.

Marketing Manager — Submits campaign goals, target segments, and budget estimates for planning and prioritization.
Creative Lead — Confirms required assets, formats, production timelines, and accessibility requirements for delivery.
Legal / Compliance — Reviews advertising claims, privacy notices, and industry-specific requirements before approval.

Essential Sections Every Professional Intake Should Include

A complete intake groups related information so reviewers can triage requirements quickly and consistently across projects.

Campaign Overview

Short campaign name and one‑sentence summary that clarifies scope, primary channel(s), and intended business outcome for quick identification.

Objectives & KPIs

Clear objectives (awareness, leads, sales) plus measurable KPIs and target thresholds used to determine campaign success and optimization triggers.

Target Audience

Demographics, behaviors, segments, and exclusion lists; include any restricted groups or legal constraints (e.g., age restrictions).

Creative Assets

List required assets, sizes, formats, and accessibility needs; attach mockups or source files and note final deliverable due dates.

Budget & Approvals

Total budget, spend cadence, payment owner, and named approvers with required approval order and cutoff thresholds for finance signoff.

Schedule & Milestones

High‑level timeline with milestone dates for briefs, review windows, launch, and post‑launch reporting windows for measurement.

Step‑by‑Step: From Submission to Campaign Handoff

Follow these sequential steps to ensure timely approvals and a clean handoff to operations.

01

1. Complete Intake: Fill all required fields and attach assets.
02

2. Route for Review: Send to legal, finance, and creative in defined order.
03

3. Obtain Signatures: Capture approver signatures and dates.
04

4. Handoff to Ops: Export approved brief and upload to project management.

Typical Routing and Approval Flow

A consistent routing pattern reduces rework and clarifies responsibility at each step.

Upload Intake: Sender uploads form and assets to the system.
Assign Approvers: Define approval order and required reviewers.
Sign & Timestamp: Approvers sign electronically with authentication as needed.
Archive & Share: Store approved brief and notify campaign operations.

Configuring the Digital Workflow

Map field behavior and routing rules before going live to ensure consistent processing.

Field	Configuration
Notification Triggers	Email on submission \| Slack alert on approval
Approval Order	Sequential approvers \| finance last
Required Attachments	Creative mockups \| asset checklist
Authentication Level	Email link default \| SMS code optional

Technical and Integration Considerations

Confirm retention, access controls, and export formats with IT and legal prior to workflow rollout to ensure secure storage and auditability.

Supported Formats: PDF, DOCX, PNG, JPG, and commonly exported ad formats.
Integrations: Connectors commonly used: Salesforce, NetSuite, Google Workspace, Microsoft 365, Box, Procore, Egnyte.
Authentication Options: Email link, SMS code, or stronger multi‑factor methods.

Typical Timelines and Internal Deadlines

Establish internal cutoffs for each stage to prevent last‑minute changes that jeopardize launch dates.

Submission Lead Time:

Submit at least 10 business days before planned campaign start.

Creative Brief Due:

Final creative due five business days before production begins.

Approval Turnaround:

Allow 3 business days per approver in normal workflows.

Launch Date Finalization:

Confirm final assets 48 hours before scheduled publish.

Post‑Launch Reporting:

Initial performance report due seven calendar days after launch.

Consequences of an Incorrect or Incomplete Intake

Missed Deadlines: Delays launches and increases costs.

Budget Overruns: Unforeseen spend due to incomplete scope.

Legal Noncompliance: Advertising or privacy violations risk fines.

Data Privacy Breach: Improper targeting or data handling causes exposure.

Approval Gaps: Campaigns launch without required signoffs.

Asset Misuse: Wrong versions or licenses used in ads.

Common Mistakes to Avoid When Preparing the Intake

Submitting an incomplete brief that omits target exclusions or legal constraints, which triggers last‑minute scope changes and compliance risk.
Listing vague KPIs or no baseline metrics, making post‑launch measurement and optimization impossible or subjective.
Attaching low‑resolution or incorrect asset formats that fail creative or platform checks and require rework.
Failing to name a single owner responsible for approvals and handoffs, which causes stalled workflows and missed deadlines.

eSignature Vendor Comparison for Campaign Intake Workflows

Compare core pricing and capabilities commonly relevant to campaign intake usage. Vendor columns list typical starting prices and feature availability.

	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 free trial	No	No	Yes, limited	Yes, limited
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/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions About the Marketing Campaign Intake Form

Answers to common operational, legal, and technical questions encountered when using intake forms in marketing workflows.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted; ensure the signer demonstrates intent, consents to electronic records, attribution is clear, and records are retained.
Which fields are required before routing?
At minimum require campaign name, owner, effective date (MM/DD/YYYY), budget, and named approvers. Missing required fields typically block automated routing and delay approvals.
Do privacy laws affect targeting data in the intake?
Yes. State privacy laws (for example, California’s CCPA/CPRA) and federal sector rules may require disclosures or opt‑outs; document any personal data collection and legal bases in the intake.
How long does processing usually take?
Processing varies by complexity, but a complete intake with standard review typically clears in 3–10 business days; add time for external legal review or high‑risk claims.
Can approvers be changed after submission?
Changing approvers post‑submission is possible but creates an audit record; implement role changes in a controlled workflow and capture rationale and signoff for compliance.
How do I fix an error after the form is signed?
If clerical, execute a corrected amendment signed by the same approvers and reference the original intake. For material changes, reinitiate a new intake and retain both records for audit purposes.

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