Campaigns (Public Links)

Campaigns let you generate a public URL that anyone can use to sign their own copy of a document. Perfect for waivers, acknowledgments, and forms that need many signatures.

What Are Campaigns?

A Campaign is a document with a public link. Instead of sending individual emails:

Standard Documents	Campaigns
Specific signers with emails	Anyone with the link
Private signing URLs	Public shareable URL
One document per signer	Unlimited copies
Email-based distribution	Any distribution method

Campaign Use Cases

Events & Activities

Use Case	Example
Liability waivers	Gym membership, adventure sports
Photo releases	Conferences, school events
Attendance confirmations	Workshops, seminars
Emergency contacts	Field trips, camps

Business Operations

Use Case	Example
Employee onboarding	Policy acknowledgments, handbooks
Vendor agreements	Standard contracts for new vendors
NDA collection	Visitors, contractors
Compliance attestations	Annual policy reviews

Community & Organizations

Use Case	Example
Petitions	Community initiatives
Membership forms	Clubs, associations
Volunteer agreements	Non-profit organizations
Parental consent	Schools, youth programs

Creating a Campaign

Step 1: Create the Document

Go to WPsigner → New Document
Upload your document (PDF recommended)
Continue through wizard steps
Stop at the Signers step

Step 2: Enable Campaign Mode

Instead of adding specific signers, enable Campaign Mode
Or toggle “Create as Campaign” option
The signer fields change to “Public Signer” template

Step 3: Configure Public Signer Fields

Define what information you want to collect:

Field	Required	Purpose
Name	Yes	Signer identification
Email	Recommended	Send signed copy
Phone	Optional	SMS notifications
Custom Fields	Optional	Additional info

Step 4: Place Signature Fields

Proceed to the Fields step
Place fields as usual (all assigned to “Public Signer”)
Double-click any field to set Field name, optional Mapping name, and Placeholder — see Form fields
Hover a field to delete it with the red X outside the top-right corner
Include a Signature field at minimum

Step 5: Generate Campaign Link

In Review step, click Create Campaign
Your unique campaign URL is generated
Copy the link to share

Campaign Link Format

Your campaign URL looks like:

https://yoursite.com/sign/campaign/abc123def456

Component	Meaning
`yoursite.com`	Your WordPress domain
`/sign/campaign/`	Campaign route
`abc123def456`	Unique campaign identifier

Distribution Methods

Direct Link

Email the link to your mailing list
Include in newsletters
Add to confirmation emails

Website Integration

Add a “Sign Waiver” button on your site
Embed in landing pages
Include in booking flows

QR Code

Use any QR code generator
Input your campaign URL
Print on posters, flyers, or badges
Signers scan with their phones

Social Media/Messaging

Share on social platforms
Send via WhatsApp, Slack, etc.
Include in SMS campaigns

Campaign Settings

Availability Settings

Setting	Options	Default
Status	Active / Paused	Active
Start Date	Optional	Immediately
End Date	Optional	Never expires
Max Signatures	Optional	Unlimited

Notifications

Configure what happens when someone signs:

Notification	Recipient	Content
Signer confirmation	The signer	Copy of signed document
Admin notification	You	New signature alert
Summary digest	You	Daily/weekly summary

Access Control

Option	Description
Public	Anyone with link can sign
Password protected	Requires password to access
IP restricted	Limit to specific IP ranges

Signer Experience

When someone clicks a campaign link:

Entry Page

Campaign title and description displayed
Signer enters their information (name, email)
Reads any instructions you’ve provided
Clicks “Continue” to proceed

Document View

Document displayed with assigned fields
Signer completes all required fields
Signs using signature pad
Reviews their input

Completion

Submits the signed document
Receives confirmation on screen
Gets email with signed copy (if email provided)
Can download immediately

Signer Data Collected

For each signature, WPsigner records:

Data Point	Purpose
Name	Signer identification
Email	Communication
IP Address	Audit trail
Timestamp	Legal record
User Agent	Device information
Completed PDF	Signed document

Managing Campaigns

Campaign Dashboard

Go to WPsigner → Campaigns to see:

All active campaigns
Signature counts
Recent activity
Quick actions

Viewing Responses

Click on a campaign
See list of all signatures
Filter by date, name, or status
Download individual signed documents

Exporting Data

Export campaign responses for analysis:

Export Format	Contents
CSV	Signer data in spreadsheet format
PDF Bundle	All signed documents in zip
Individual PDFs	Download one at a time

Campaign Statistics

Track your campaign performance:

Metric	Description
Total Views	Link click count
Completions	Successful signatures
Conversion Rate	Completions / Views
Average Time	Time to complete signing
Device Breakdown	Desktop vs mobile

Campaign Templates

Saving as Template

Convert any campaign to a reusable template:

Open the campaign
Click Save as Template
Enter template name
Use for future campaigns

Creating from Template

Go to WPsigner → Campaigns → New
Select From Template
Choose your template
Customize as needed
Generate new campaign link

Advanced Features

Custom Branding

Customize the campaign experience:

Element	Customization
Logo	Your company logo
Colors	Brand colors
Header	Custom page title
Footer	Contact info, legal text
Success message	Custom thank you text

Redirect After Signing

Send signers to a specific page after completion:

In campaign settings, find “Redirect URL”
Enter your destination URL
Signers are redirected after signing

Example redirects:

Thank you page
Next step in registration
Payment page
Schedule appointment

Pre-filled Fields

Pre-populate fields using URL parameters:

https://yoursite.com/sign/campaign/abc123?name=John&email=john@example.com

Parameter	Description
`name`	Pre-fill name field
`email`	Pre-fill email field
`phone`	Pre-fill phone field

Webhook Integration

Trigger automations when campaigns receive signatures:

Go to WPsigner → More → Webhooks
Add endpoint URL
Select Document Fully Completed (document.completed)
Process the completed campaign copy in your system

Campaign submissions create document copies, so they use WPsigner’s standard document webhook events. There is no separate campaign.signed event. See Webhooks for the complete event and payload reference.

Campaign vs Standard Document

When to use each approach:

Scenario	Use Campaign	Use Bulk Send	Use one document
Unknown signers	✅	❌	❌
Mass public distribution / QR	✅	❌	❌
Known list (CSV + email)	❌	✅	❌
Specific recipients (a few people)	❌	❌	✅
Multi-signer / sequential	❌	Optional 2nd signer	✅
Tracked individual emails	❌	✅	✅
Require WordPress login for a named signer	❌ (blocked if any signer has it)	❌	✅

A public campaign has no preassigned WordPress user. You cannot activate a campaign on a document that already has Require WordPress login on a named signer, and you cannot turn that checkbox on while a campaign is active. Individual links for a gated signer are never redirected to the campaign URL. If someone still types that email on a public link, they must sign in with the matching WordPress account. Use a standard document for staff or members who must prove they own the account.

Best Practices

Campaign Setup

Clear title - Describe what signers are signing
Include instructions - Brief explanation of purpose
Minimal fields - Only collect essential information
Mobile-friendly - Most campaign signers use phones
Test first - Sign your own campaign before sharing

Distribution

Track link clicks - Use URL shorteners with analytics
Multiple channels - Share across email, social, QR
Set expectations - Tell people what to expect
Include deadline - If applicable, mention expiration

Data Management

Regular exports - Download data periodically
Clean up old campaigns - Archive completed campaigns
Monitor for fraud - Watch for unusual patterns
Comply with privacy - Handle data responsibly

Troubleshooting

”Campaign link not working”

Verify campaign is Active (not Paused)
Check if start date has passed
Check if end date hasn’t expired
Verify max signatures hasn’t been reached

”Signer not receiving confirmation email”

Verify they entered correct email
Check spam folders
Ensure email setting is enabled
Verify SMTP is configured

”Duplicate submissions”

By default, same person can sign multiple times
Enable “One per Email” restriction if needed
Use IP-based restrictions cautiously

Next Steps

Creating Documents - Standard document workflow
Bulk Send - Known list via CSV instead of a public link
Webhooks - Automate campaign data
Appearance - Brand the signing page