Campaign Header
Includes campaign name, business unit, and objective. Use a consistent naming convention to support reporting and attribution across ad platforms and analytics tools.
Using a template helps maintain consistent messaging, ensures required legal disclosures are present, speeds review cycles, and creates an auditable record of approvals. For regulated industries it centralizes privacy and consent fields to reduce compliance risk.
Includes campaign name, business unit, and objective. Use a consistent naming convention to support reporting and attribution across ad platforms and analytics tools.
Lists all images, video files, dimensions, and asset IDs. Specify file formats, size limits, version numbers and preferred thumbnails for platform submission.
Separate fields for headlines, descriptions, and calls-to-action, with character limits for major platforms. Include alternate copy variations for A/B testing and localization notes.
Define audience segments, geotargeting, device targeting, and exclusion lists. Note required platform IDs or pixel parameters for tracking and conversion attribution.
Detail daily/total budgets, pacing strategy, start and end dates, and billing account information to avoid overspend or missed launches.
Capture required legal disclosures, rights and clearance statements, signatory roles, and an approval checklist with timestamps for auditability.
| Field | Configuration |
|---|---|
| Approval Order | Sequential routing by role (creative → legal → finance) |
| Required Fields | Enforce headline, dates, budget, and asset attachments |
| Authentication | Email or SMS verification for external approvers |
| Versioning | Auto-save versions and retain previous asset IDs |
Define file formats, dimensions, and integrations required to submit campaign assets without rework.
Use role-based fields and approval sequencing to ensure each group only sees and signs the sections relevant to them.
Allow 3–5 business days for creative and QA
Plan 48–72 hours for compliance review
Require sign-off at least 48 hours before launch
Expect 24–72 hours for policy review
Confirm assets and billing are cleared by 00:00 local start date
Their team standardized naming and asset fields to reduce handoffs.
They used mobile-ready templates for on-site listings.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Available on select plans | Available | Available | Available | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |