Campaign Overview
Campaign name, objective (awareness/consideration/conversion), and priority so reviewers understand intent and measurement.
A consistent template reduces errors, speeds approvals, and documents disclosures required by platforms and regulators. When executed electronically and retained, the template also supports ESIGN and UETA compliance for enforceable approvals while preserving a reproducible audit trail.
Teams that rely on repeatable ad production workflows use this template to align creative, legal, and buying details before launching campaigns.
Use this template to reduce rework and to preserve a single signed record of campaign parameters for audits or disputes.
Campaign name, objective (awareness/consideration/conversion), and priority so reviewers understand intent and measurement.
Detailed audience parameters (location, age, interests, custom lists) and exclusions to ensure correct delivery and compliance.
Ad copy, media assets, link destinations, and platform-specific dimensions and character limits to prevent rejection for spec violations.
Total spend, daily caps, start/end dates, pacing instructions, and billing account information for transparent financial control.
Required claim substantiation, required disclaimers, and platform-specific disclosures (e.g., sponsored content tagging) captured for review.
Signature blocks, approval order, version, and change log so the executed template serves as a defensible record.
| Field | Configuration |
|---|---|
| Upload Template | Store master PDF or DOCX in shared drive and attach to workflow |
| Add Signers | List approvers in order; include email and role |
| Authentication | Choose email, SMS code, or stronger methods for signer verification |
| Notifications | Enable reminders and completion receipts for transparency |
Ensure the template and assets meet platform upload requirements and that the workflow integrates with your storage and approval systems.
Verify export and storage settings before sending; confirm that the chosen e-signature provider preserves the audit trail and stores signed copies in a searchable location.
At least 5 business days before campaign start to allow QA and resizing
Allow 3–7 business days for claim checks and disclosure edits
Expect 24–72 hours for platform content review depending on volume
Confirm advertiser billing cutoff to prevent proration issues
Note retention start date tied to executed signature date
Provide signed copies in PDF for legal records and DOCX for editable internal templates; include asset file packages for platform upload.
Maintain a version identifier and change log in the template so reviewers can reconcile updates with execution dates.
Lock critical fields after approval to prevent accidental edits to campaign parameters or legal clauses.
Retain signer identity, timestamps, IP, and change history so the executed document is reproducible for compliance purposes.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |