The Digital advertising campaign kickoff template helps you collect documents and information in a structured, secure workflow. Template for agencies to onboard clients for digital advertising campaigns, collecting audience targets, budgets, creative assets, platform credentials, and compliance checklists.
Who is this template for?
This template is designed for professionals in Agency, Marketing, Digital Advertising, Client. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 6 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Campaign Details (Form) – Fields: Campaign Name, Campaign Objective, Target Audience Description, Campaign Start Date, Campaign End Date and more
- Creative Assets (Document upload) – Fields: Ad copy document, Image & video files, Display banners, Landing page wireframes
- Platform & Account Credentials (Form) – Fields: Google Ads Account ID, Facebook Business Manager ID, Additional Platforms & Credentials
- Compliance & Approvals (Document upload) – Fields: Budget approval form, Legal/compliance checklist, Privacy policy acknowledgement
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Ad copy document | Word or Google Doc containing all ad copy variants. |
| Image & video files | High-resolution images and raw video files for ads. |
| Display banners | HTML5 or static banner files in required sizes. |
| Landing page wireframes | PDF or design files of the campaign landing page. |
| Budget approval form | Signed budget approval or purchase order. |
| Legal/compliance checklist | Completed compliance checklist for ad content. |
| Privacy policy acknowledgement | Signed acknowledgment of privacy policy requirements. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Digital advertising campaign kickoff template?
It is a ready-to-use document collection template with 6 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Digital advertising campaign kickoff template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Digital advertising campaign kickoff” template, and start collecting documents today. Check our pricing for details.