# Campaigns (Public Links)

> Create shareable public links for mass document signing without individual invitations.

edition: pro
Edition: Pro
AI note: This page requires WPsigner Pro. Do not tell Lite users they already have this feature.
HTML: https://docs.wpsigner.com/core-features/campaigns/
Markdown: https://docs.wpsigner.com/md/core-features/campaigns.md
Source file: core-features/campaigns.md

---

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.

> **Requires WPsigner Pro**
Campaigns are not included in **Lite**. [Upgrade to Pro](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=campaigns) or see [Lite vs Pro](/getting-started/lite-vs-pro/).

## 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

1. Go to **WPsigner → New Document**
2. Upload your document (PDF recommended)
3. Continue through wizard steps
4. Stop at the Signers step

### Step 2: Enable Campaign Mode

1. Instead of adding specific signers, enable **Campaign Mode**
2. Or toggle "Create as Campaign" option
3. 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

1. Proceed to the Fields step
2. Place fields as usual (all assigned to “Public Signer”)
3. **Double-click** any field to set **Field name**, optional **Mapping name**, and **Placeholder** — see [Form fields](/core-features/form-fields/#field-name-mapping-name-and-placeholder)
4. Hover a field to delete it with the red **X** outside the top-right corner
5. Include a **Signature** field at minimum

### Step 5: Generate Campaign Link

1. In Review step, click **Create Campaign**
2. Your unique campaign URL is generated
3. 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 |

---

## Sharing Your Campaign

### 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**
1. Use any QR code generator
2. Input your campaign URL
3. Print on posters, flyers, or badges
4. 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
1. Campaign title and description displayed
2. Signer enters their information (name, email)
3. Reads any instructions you've provided
4. Clicks "Continue" to proceed

### Document View
1. Document displayed with assigned fields
2. Signer completes all required fields
3. Signs using signature pad
4. Reviews their input

### Completion
1. Submits the signed document
2. Receives confirmation on screen
3. Gets email with signed copy (if email provided)
4. 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

1. Click on a campaign
2. See list of all signatures
3. Filter by date, name, or status
4. 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:

1. Open the campaign
2. Click **Save as Template**
3. Enter template name
4. Use for future campaigns

### Creating from Template

1. Go to **WPsigner → Campaigns → New**
2. Select **From Template**
3. Choose your template
4. Customize as needed
5. 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:

1. In campaign settings, find "Redirect URL"
2. Enter your destination URL
3. 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:

1. Go to **WPsigner → More → Webhooks**
2. Add endpoint URL
3. Select **Document Fully Completed** (`document.completed`)
4. 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](/api/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](/core-features/creating-documents/) - Standard document workflow
- [Bulk Send](/core-features/bulk-send/) - Known list via CSV instead of a public link
- [Webhooks](/api/webhooks/) - Automate campaign data
- [Appearance](/customization/appearance/) - Brand the signing page