Signature campaigns

If you need different signers to sign the same documents separately, you may use our Campaigns feature. All you need is a transaction template with an unknown participant and a CSV file.

Prerequisites

To start using the Campaigns feature, the following requirements must be fulfilled:

• the templates feature must be activated on your account,
• the campaigns feature must be activated on your account.

To activate the required features, you need to contact your account manager.

Create a signature campaign

You can create a signature campaign either via the Campaigns service tab or via the Templates service tab.

Option 1: Via the Campaigns tab

1. From the left sidebar of your dashboard, click on the Campaigns tab.
2. Click on the Create a campaign button.
3. Select the template you want to use for the signature campaign.

Option 2: Via the Templates tab

1. From the left sidebar of your dashboard, click on the Templates tab.
2. Click on the Campaign link of the template you want to use.

Configure campaign information

Before you can send a signature campaign, you need to set the following elements:

• the campaign name (maximum 100 characters),
• the folder in which all camapign transactions will be placed.

Add participants to the signature campaign

To add the list of all participants of the signature campaign, you need to import a CSV file containing all required information about every participant.

Note that you can download our CSV template that is automatically generated to match the transaction template.

Depending on the transaction template you use, the CSV file may contain one or all of the unknonwn participant’s required information:

• email (set by default and cannot be removed),
• full name (value must not be empty),
• phone number (expected format is E.164 ([+][country code][phone number including area code]).).

Every row of the CSV file represents a transaction. A signature campaign may contain a maximum of 1000 transactions.

Note that rows with errors will not be taken into account during the signature campaign.

Send a signature campaign

Before you can send the signature campaign, you need to define a transaction name that will be applied to all transactions of the campaign.

Note that you can choose to add a suffix to the transaction name. This allows you to differentiate between the signature campaign transactions.

Now that you have sent the signature campaign, it displays in the Campaigns dashboard.

If you click on a campaign, you will be redirected to the transactions dashboad, where you can display and manage the transactions related to your signature campaign.

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