Scope of Work
Defines permitted marketing channels, campaign types, geographic limits, and any prohibited activities that would void commissions.
A formal agreement reduces ambiguity about commissions, data sharing, brand use, and termination, which lowers commercial risk and supports compliance with advertising and privacy laws. It protects intellectual property, sets measurable performance expectations, and provides dispute-resolution paths to avoid expensive litigation.
Organizations use Marketing Network Agreements to coordinate distributed marketing, manage affiliates, and document commercial terms before campaigns launch.
Parties should match signatory authority and operational roles in the agreement so obligations are enforceable and execution is efficient.
Defines permitted marketing channels, campaign types, geographic limits, and any prohibited activities that would void commissions.
Specifies commission rates, payment triggers, timing, chargebacks, currency, tax responsibilities, and reporting cadence.
Describes tracking methods (UTM, pixels), verification processes, dispute windows for conversions, and access to reporting dashboards.
Sets rules for collecting, storing, sharing personal data, compliance with HIPAA/FERPA where applicable, and required consumer disclosures.
Allocates ownership of creative, grants limited license rights, and controls use of trademarks and logos.
Explains breach triggers, notice periods, post-termination obligations, and indemnification for third-party claims.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel based on decision flow |
| Authentication | Email link, SMS code, or stronger KBA for higher risk |
| Conditional Fields | Show or hide payment clauses based on partner type |
| Notifications | Automate reminders for pending signatures and post-sign copies |
Choose an eSignature platform that supports required authentication, audit trails, and integrations with your CRM or payment system.
Ensure the chosen platform can produce an audit trail, offer a Business Associate Agreement for HIPAA workflows, and export signed records for retention.
The agreement starts on the Effective Date entered in MM/DD/YYYY format.
Partners typically submit conversions and invoices within 15 days after month end.
Payments are often net 30 from invoice receipt unless stated otherwise.
Establish a 30–90 day window for reporting and contesting conversions.
Require written notice 30–60 days before automatic renewal.
Legal and commercial sign-off completed; terms finalized for partner review.
Partner reviews terms and proposes negotiated edits or accepts.
Signatures collected from all authorized parties and copies distributed.
Tracking, access, and payment details configured; campaign goes live.
Chief executive, president, or other officer with delegated authority should sign corporate agreements; ensure board or charter approvals if required to bind the entity and for enforceability in disputes.
An affiliate's director or contract manager may sign for program participation; confirm written delegation and that the signer’s name matches legal records to prevent later challenges.
| Criteria | Marketing Network Agreement | Affiliate Agreement |
|---|---|---|
| Primary Focus | channel terms, data use | commission and referral specifics |
| IP Provisions | broad co-marketing licenses | narrow usage license |
| Reporting | detailed campaign metrics | transactional reports |
| Termination | operational wind-down steps | simple opt-out clauses |
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
Optica standardized partner terms to simplify onboarding and tracking conversions.
A real estate firm used a network agreement to control brand use and lead attribution.