Can this document be signed electronically?

Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and record retention.

Is consumer consent always required?

Consent requirements depend on jurisdiction and purpose. California CPRA/CCPA and several state privacy laws require notice and opt-out options for targeted advertising in many cases.

What if a user requests deletion?

Document procedures for deletion or suppression; retain evidence of the request and actions taken to reconcile retention obligations and user rights.

Do I need a notary or witness?

Most marketing campaign plans do not require notarization or witnesses. Exceptions exist where underlying agreements or jurisdictional rules demand notarized authorization.

How long should records be kept?

Retain executed campaign plans and consent logs per retention timeline guidance; federal standards and HIPAA (45 CFR §164.530(j)) may apply for certain records.

What causes ad platform suspension?

Noncompliant targeting, misuse of personal data, or repeated policy violations can trigger account suspension; document platform policies and approval evidence in the plan.

Electronic Signature
Templates
Marketing
Marketing Retargeting Campaign

Marketing Retargeting Campaign

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

MARKETING RETARGETING CAMPAIGN

Parties

Brand / Client Name:

Brand / Client Address

Agency / Creator Name:

Agency / Creator Address

Recitals

This Marketing Retargeting Campaign Agreement (the Agreement) is entered into by Brand / Client and Agency / Creator to define the scope, deliverables, compensation and rights associated with the retargeting campaign described below. The parties agree that Agency will perform services in accordance with the terms and conditions set forth herein.

Campaign Description & Objectives

Campaign Name:

Primary Objectives Target Audience Channels (select all that apply)

Display Social Search Email Video Other

Scope of Work & Deliverables

Campaign Start Date: Campaign End Date:

Deliverables (itemize formats, quantities, deadlines)

Creative Asset Owner:

Targeting, Tracking & Implementation

Targeting Parameters Tracking / Pixel Implementation (agency responsibilities)

Data Retention Period for Retargeting Lists:

Compensation & Payment Terms

Total Fee Payment Schedule / Milestones

Late Payment Fee:

Reporting & KPIs

Reporting Frequency & Required Metrics

Usage Rights & Intellectual Property

Ownership of Campaign Creative:

License Grant (if applicable)

Privacy, Data & Compliance

Data Handling & PII

Compliance Confirmation: Agency represents that all tracking uses and data collection will comply with applicable privacy laws and platform policies.

FTC Disclosure Compliance

Agency shall ensure all paid or sponsored content contains a clear, conspicuous and legally sufficient disclosure of the Brand relationship. Required disclosure language to be used:

Agency confirms: I acknowledge that disclosures will be placed in the content in a manner reasonably likely to be noticed by the intended audience.

Exclusivity

Exclusive Placement: Brand requires exclusivity for the product category during the campaign term.

If exclusive, Exclusivity Period:

Termination & Kill Fee

Either party may terminate with written notice to the other. Notice period (days):

Kill Fee (if Agency has produced work that cannot be repurposed):

Warranties, Indemnification & Liability

Agency warrants that content delivered will not infringe third party rights and will comply with applicable laws and platform terms. Brand warrants it has rights to use any materials provided to Agency.

Indemnification

Limitation of Liability: Except for breaches of confidentiality, willful misconduct or indemnity obligations, neither party's aggregate liability shall exceed the total fees paid under this Agreement for the campaign.

Confidentiality

Governing Law & Dispute Resolution

Governing Law (State / Jurisdiction):

Dispute Resolution: The parties agree to attempt good faith negotiations; unresolved disputes shall be resolved by binding arbitration unless otherwise agreed in writing.

Representations & Authority

Each party represents and warrants that it has full authority to enter into this Agreement and that the individual signing below is authorized to bind the respective party.

Brand / Client:

By:

Date:

Agency / Creator:

By:

Date:

What a Marketing Retargeting Campaign document covers

A Marketing Retargeting Campaign document defines the audience, tracking, creative rotation, timing, and compliance controls for targeted ad delivery to prior visitors or prospects. It records the data sources (pixels, CRM lists), segmentation rules, lookback windows, frequency caps, and measurement metrics used to re-engage users. The document also lists vendor responsibilities, legal disclosures, and retention rules so teams and external partners follow a single, auditable plan for how personal data will be processed and shared.

Why a formal campaign plan matters for retargeting

A written retargeting campaign aligns marketing, legal, and operations on audience rules, data handling, and measurement while reducing privacy and compliance risk. The plan documents consent, opt-out handling, and retention practices so the campaign can meet ESIGN/UETA consistency for electronic records and state data privacy obligations where they apply.

Teams and roles that typically prepare this campaign brief

This document is usually prepared and reviewed by cross-functional teams that combine marketing objectives with legal and technical controls.

Marketing operations and campaign managers who define audiences and creatives for execution.
Privacy or legal teams who verify consent, data sharing, and opt-out mechanics.
Engineering or tag management teams who implement pixels, server-to-server feeds, and data retention settings.

Include representatives from each group in approvals to ensure the plan is executable and compliant across platforms and jurisdictions.

Core components of a professional retargeting campaign plan

A complete plan combines targeting, technical setup, creative rules, and compliance checks so the campaign can be executed and audited without ad hoc decisions.

Audience Segments

Precise inclusion and exclusion criteria, list sources (CRM, cookie, hashed email), and lookback windows for each segment to ensure consistent targeting.

Tracking & Tags

Pixel and server-side tag configuration, required query parameters, cookie lifetimes, and verification steps to confirm event collection integrity.

Creative Rotation

Rules for creative sets, frequency caps, A/B allocation percentages, and fallback creative for expired or missing assets.

Measurement Plan

Primary KPIs, attribution window, conversion definitions, reporting cadence, and how offline data will be deduplicated and matched.

Compliance Controls

Consent capture references, opt-out mechanisms, data minimization rules, and cross-border transfer notes where applicable.

Roles & Approvals

Approval routing, signatory roles, vendor responsibilities, and escalation points for legal or privacy exceptions.

Step-by-step: complete and approve the retargeting plan

Follow these sequential steps to create, validate, and authorize a campaign plan before ad delivery begins.

01

Define objectives: Document KPIs and target conversions.
02

Build audiences: Specify sources, filters, and lookback periods.
03

Implement tracking: Deploy pixels and verify events.
04

Approve and launch: Obtain signatures and schedule delivery.

How to configure the campaign workflow online

Set up platform-specific fields and automation to reduce manual steps and preserve an audit trail.

Field	Configuration
Audience Source	Connect CRM or pixel ID; enable hashed matches
Ad Platforms	List platform accounts and upload assets per spec
Authentication	Use SSO or two-factor for publisher accounts
Reporting	Schedule automated exports to BI or shared drives

Where the completed campaign plan is sent

A finalized plan routes to operational teams, ad platforms, and records storage so delivery and compliance are traceable.

Internal Approval: Signed copies go to marketing, legal, and privacy teams.
Ad Platform Upload: Campaign and audience files uploaded to each DSP or ad network.
Vendor Delivery: Share vendor account IDs and feed instructions securely.
Archive: Store the executed plan in a records system for retention.

Technical and platform requirements for e-submission

Confirm supported document formats, integrations, and authentication options before distributing the plan.

Supported formats: PDF, DOCX, and HTML accepted for signed records
Integrations: Salesforce, Google Workspace, NetSuite, Box, Procore supported
Authentication: Email, SMS OTP, and SSO for signer verification

Use a platform that preserves an audit trail and exportable signed records to meet retention and proof requirements.

Security and compliance controls to document

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamped logs and signer metadata

Certifications: SOC 2 Type II; ISO 27001

HIPAA: BAA required for PHI handling

Access Controls: Role-based access and SSO

Retention: Tamper-evident storage and exportability

Key legal and operational risks to note

TCPA exposure: Statutory damages per violation

CCPA fines: Enforcement and civil penalties possible

FTC action: Unfair or deceptive practices enforcement

Data breach costs: Notification and remediation expenses

Contract liability: Third-party breach can trigger indemnities

Platform suspension: Ad accounts may be suspended for violations

eSignature provider comparison for executing campaign approvals

Compare baseline pricing and feature availability; signNow is listed first per platform conventions and pricing varies by plan and billing cadence.

	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	Yes (Business Premium)	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA available)	Varies by plan	Varies by plan	Varies by plan	Varies by plan

Real-world examples of electronic approval and execution

Organizations use documented, signed campaign plans to speed approvals and provide a clear audit trail for privacy reviews.

Optica Ventures LLC

The interface is simple and easy to use for our team.

Ease of use improved adoption across teams.
Brian Fitzgibbons, COO, reports faster internal review cycles and fewer reconciliation errors when campaign documents and consent records were managed electronically.

Fertility Centers of Illinois

The team valued mobile and offline signing capabilities.

Security certifications were decisive.
John Butler, Founder, described compliance confidence because executed documents were consistently stored with audit trails and access controls, reducing legal review time.

Best practices to reduce errors and speed approvals

Adopt consistent naming, version control, and documented signatory authority to reduce friction and audit work.

Use standardized templates

Keep a single source of truth for audience definitions, lookback windows, and vendor instructions to avoid divergent implementations across platforms.

Require cross-functional sign-off

Include privacy, legal, and engineering approvers in the signature flow to catch compliance or technical gaps before launch.

Validate tracking before launch

Run verification tests for pixel events and server-side feeds; document test results and include them with the signed plan.

Log decisions and versions

Store each executed plan with a version identifier and change log to support audits and post‑campaign analysis.

Time-sensitive items and typical deadlines

Track critical dates from consent capture to review windows and periodic audience refresh schedules.

Consent retention check:

Verify consent records before launch, at least 48–72 hours prior.

Audience refresh:

Refresh lists and segments every 7–30 days depending on campaign.

Opt-out response window:

Acknowledge opt-out requests promptly per applicable privacy law timelines.

Quarterly review:

Conduct privacy and performance reviews at least quarterly.

Document archive:

Archive the signed plan immediately after launch for retention tracking.

Frequently asked questions and common issues

Answers to common legal, technical, and process questions encountered when preparing and executing a retargeting campaign plan.

Need help? Contact support

Can this document be signed electronically?
Yes. Electronic signatures are legally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature demonstrates intent, consent, attribution, and record retention.
Is consumer consent always required?
Consent requirements depend on jurisdiction and purpose. California CPRA/CCPA and several state privacy laws require notice and opt-out options for targeted advertising in many cases.
What if a user requests deletion?
Document procedures for deletion or suppression; retain evidence of the request and actions taken to reconcile retention obligations and user rights.
Do I need a notary or witness?
Most marketing campaign plans do not require notarization or witnesses. Exceptions exist where underlying agreements or jurisdictional rules demand notarized authorization.
How long should records be kept?
Retain executed campaign plans and consent logs per retention timeline guidance; federal standards and HIPAA (45 CFR §164.530(j)) may apply for certain records.
What causes ad platform suspension?
Noncompliant targeting, misuse of personal data, or repeated policy violations can trigger account suspension; document platform policies and approval evidence in the plan.

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