Campaign Scope
Clear objectives, KPIs, and deliverables for measurement and alignment.
A single, consistent Marketing Kettle Campaign document reduces ambiguity in roles, budgets, and deliverables while preserving an approval history that supports compliance and post-campaign analysis.
Teams with responsibility for planning, approving, and executing campaigns use this form to centralize decisions and signoffs.
Use the documented signatory order to avoid delays: route to marketing lead, then legal, then finance before distribution.
Accountable for campaign strategy, target audience, and high-level budget. Signs to confirm objectives, creative direction, and resource commitments across channels.
Responsible for legal review of claims, terms, and data usage. Signs to certify compliance with advertising law, privacy obligations, and required consumer disclosures.
| Field | Configuration |
|---|---|
| Template | Preload campaign fields and required attachments. |
| Authentication | Use email link or SMS code for signer identity. |
| Notifications | Enable reminder emails and completion notices. |
| Integrations | Connect CRM or cloud storage for asset retrieval. |
Check integrations and file formats before uploading assets to ensure the workflow processes without errors.
Confirm that your chosen eSignature provider supports required integrations and file types to preserve metadata and version history.
Clear objectives, KPIs, and deliverables for measurement and alignment.
Breakdown of spend categories and approval thresholds.
Precise segment criteria and exclusions for compliant targeting.
Asset list with versions and required formats to prevent live errors.
Any required consumer notices or terms embedded in assets or landing pages.
Ordered signers, dates, and audit trail for post-launch review.
High-resolution images, MP4 video files, and working source files.
Signed consumer disclosures, usage rights, and vendor agreements.
Detailed allocation in Excel or CSV for finance ingestion.
Export as PDF with embedded audit trail and metadata.
2–3 weeks before launch to allow QA and legal review.
Allow at least 5 business days for contract and claims review.
Complete budget signoff 3 business days before purchase orders.
Firm date when assets go live across channels.
Performance and compliance review within 14–30 days after launch.
Define goals, audience, and initial budget.
Create assets and prepare final file versions.
Legal and finance provide final signoffs.
Deploy assets and monitor performance and issues.
| 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/year | Varies | Varies | Varies |
Optica standardized approvals to reduce confusion and speed launches
A healthcare provider needed secure, compliant records for patient-related outreach