Campaign Settings
Configure reminders and expiry
Campaign Settings
Campaign settings let you control how your bulk send behaves - from automatic reminders to document expiry dates. Configuring these settings properly can significantly improve your completion rates and streamline your workflow.
All campaign settings are configured when creating the campaign. They apply to all documents in that campaign automatically.
Available Settings
Campaign settings are configured in Step 3 of the campaign wizard:
Configure campaign settings before sending
Settings You Can Configure:
1. Document Naming - How documents are named
2. Reminder Settings - Automatic follow-ups
3. Expiry Settings - Document deadlines
4. Certificate Generation - Proof of completion
5. Send Options - Immediate or draft
Document Naming
Choose how documents in your campaign will be named.
Select document naming strategy
Naming Options
1. Row Number (Default)
• Documents named: "Document 1", "Document 2", etc.
• Simple and sequential
• Good for: Generic campaigns
2. CSV Column
• Use data from a specific column
• Example: Use "Employee Name" column
• Result: "John Smith", "Jane Doe", etc.
• Good for: Personalized tracking
3. Template Name + Column
• Combines template name with CSV data
• Example: "Employment Contract - John Smith"
• Most descriptive option
• Good for: Professional appearance
Best Practices
✅ Use meaningful names - Easy to find documents later
✅ Include identifier - Name, ID, or reference number
✅ Keep consistent - Same format across campaigns
✅ Avoid special characters - Stick to letters, numbers, spaces
Document names are visible to signers in emails and on the signing page. Choose names that are professional and clear.
Reminder Settings
Automatic reminders significantly improve completion rates by following up with non-signers.
Configure automatic reminders
Enable Reminders
Check the box to enable automatic reminders for this campaign.
When enabled:
• Reminders sent automatically to non-signers
• No manual follow-up needed
• Improves completion rates by 30-50%
When disabled:
• No automatic reminders
• Must send reminders manually
• Lower completion rates
First Reminder
Set when the first reminder is sent.
Configuration:
• Days after sending: Number of days to wait
• Recommended: 3-5 days
• Range: 1-30 days
Examples:
• 3 days: Good for urgent documents
• 5 days: Standard for most documents
• 7 days: For less urgent documents
Recurring Reminders (Optional)
Set how often to repeat reminders after the first one.
Configuration:
• Repeat every X days: Frequency of reminders
• Recommended: 7 days
• Range: 1-30 days
• Leave empty: No recurring reminders
Examples:
• Every 7 days: Weekly reminders
• Every 3 days: More frequent follow-ups
• Empty: Only one reminder
Reminder Schedule Example
Settings:
• First reminder: 3 days
• Recurring: Every 7 days
Timeline:
• Day 0: Document sent
• Day 3: First reminder
• Day 10: Second reminder
• Day 17: Third reminder
• Day 24: Fourth reminder
• Continues until signed or expired
Reminder Best Practices
✅ Always enable - Dramatically improves completion
✅ Start at 3-5 days - Give time to sign first
✅ Use recurring - Persistent follow-up works
✅ Weekly frequency - Not too annoying, not too slow
✅ Combine with expiry - Create urgency
Campaigns with reminders enabled see 30-50% higher completion rates compared to those without reminders!
Expiry Settings
Set deadlines for document signing to create urgency and ensure timely completion.
Configure document expiry
Enable Expiry
Set when documents expire (become invalid for signing).
Configuration:
• Expiry days: Days until document expires
• Recommended: 30 days
• Range: 1-365 days
• Leave empty: No expiry
What happens when expired:
• Document can no longer be signed
• Signing link becomes invalid
• Document marked as "Expired"
• Must create new document to get signature
Expiry Warning
Send warning email before document expires.
Configuration:
• Warning days: Days before expiry to warn
• Recommended: 7 days
• Range: 1-30 days
• Leave empty: No warning
Example:
• Expiry: 30 days
• Warning: 7 days
• Result: Warning sent on day 23, expires on day 30
When to Use Expiry
Good for:
✅ Time-sensitive documents - Contracts with deadlines
✅ Creating urgency - Encourage faster signing
✅ Compliance - Documents must be signed by date
✅ Seasonal campaigns - School enrollment, annual renewals
Not needed for:
❌ Evergreen documents - No time pressure
❌ Internal documents - Can wait indefinitely
❌ Reference documents - For information only
Expiry Best Practices
✅ 30 days standard - Good balance of time and urgency
✅ 7-day warning - Enough time to act
✅ Combine with reminders - Maximize completion
✅ Communicate deadline - Tell recipients upfront
✅ Plan for extensions - Have process for expired docs
Once expired, documents cannot be signed. You'll need to create and send a new document. Plan expiry dates carefully!
Certificate Generation
Enable Certificate of Completion for all documents in the campaign.
Enable certificate generation
What Are Certificates of Completion?
Certificates of Completion are PDF documents that provide:
• Proof that document was signed
• Who signed and when
• IP addresses and timestamps
• Audit trail summary
Enable for Campaign
Check the box to generate certificates for all documents.
When enabled:
• Certificate generated after all signatures complete
• Sent to all parties automatically
• Available for download
• Stored permanently
When disabled:
• No certificates generated
• Audit trail still available in system
• Can enable for individual documents later
When to Use Certificates
Recommended for:
✅ Legal documents - Contracts, agreements
✅ Compliance - Regulatory requirements
✅ High-value transactions - Extra proof needed
✅ External parties - Clients, vendors
✅ Audit requirements - Need documentation
Optional for:
• Internal documents - Team acknowledgments
• Simple forms - Low-risk documents
• Informal agreements - No legal implications
Certificate generation is included at no additional cost. Enable it whenever you need extra proof of signing!
Daily Sending Limits
Understand and manage your daily sending quota.
Check your daily sending limit
How Limits Work
Professional Plan:
• Default limit: 100 documents per day per user
• Resets: Automatically at midnight
• Per user: Each team member has own limit
• Reserved: Quota reserved when campaign created
Checking Your Limit
In the campaign wizard, you'll see:
• Daily limit: Your total quota (e.g., 100)
• Used today: How many sent so far
• Remaining: Available quota
• Campaign size: How many this campaign needs
Example:
• Daily limit: 100
• Used today: 25
• Remaining: 75
• Campaign size: 50
• After campaign: 25 remaining
Exceeding Limits
If campaign exceeds your remaining quota:
• Error message displayed
• Cannot create campaign
• Options: Reduce size, wait until tomorrow, upgrade limit
Upgrading Limits
Need higher limits? Contact support for:
• Custom daily limits - 200, 500, 1000+ per day
• Temporary increases - For one-time campaigns
• Permanent upgrades - For regular high-volume use
• Flexible expiry - Set custom expiration dates
Send Options
Choose when to start your campaign.
Send Immediately (Recommended)
Send campaign immediately
What happens:
• Campaign starts processing right away
• Documents created and sent in batches
• Recipients receive emails within minutes
• Progress tracked in real-time
Best for:
• Verified data and mappings
• Ready to send now
• Time-sensitive campaigns
• Standard workflows
Save as Draft
What happens:
• Campaign saved but not started
• No documents created
• No emails sent
• Can edit or delete later
Best for:
• Need approval before sending
• Want to review settings
• Testing with small batch first
• Scheduling for specific time
Recommended Settings by Use Case
HR Onboarding (Employment Contracts)
Document Naming: Template + Employee Name
Reminders: Enabled, 3 days first, 7 days recurring
Expiry: 30 days with 7-day warning
Certificates: Enabled (legal documents)
Send: Immediately
Why: New employees need to sign quickly. Reminders ensure completion. Certificates provide proof.
School Fee Collection
Document Naming: Template + Student Name
Reminders: Enabled, 5 days first, 7 days recurring
Expiry: 45 days with 10-day warning
Certificates: Optional
Send: Immediately
Why: Parents need time but also reminders. Longer expiry for payment processing.
Client NDAs
Document Naming: Template + Client Name
Reminders: Enabled, 3 days first, 5 days recurring
Expiry: 14 days with 3-day warning
Certificates: Enabled (legal protection)
Send: Immediately
Why: Business documents need quick turnaround. Short expiry creates urgency.
Internal Acknowledgments
Document Naming: Template + Employee Name
Reminders: Enabled, 7 days first, 14 days recurring
Expiry: None
Certificates: Disabled
Send: Immediately
Why: Internal documents less urgent. No expiry needed. Certificates not required.
Event Registrations
Document Naming: Template + Participant Name
Reminders: Enabled, 3 days first, 3 days recurring
Expiry: 7 days with 2-day warning
Certificates: Disabled
Send: Immediately
Why: Event has fixed date. Short expiry matches event timeline. Frequent reminders.
Settings Best Practices
General Guidelines
✅ Always enable reminders - Dramatically improves completion
✅ Use expiry for urgency - Creates deadline pressure
✅ Enable certificates for legal docs - Extra protection
✅ Use meaningful names - Easy to track documents
✅ Test settings first - Small batch before full campaign
Timing Recommendations
First Reminder:
• Urgent: 1-2 days
• Standard: 3-5 days
• Relaxed: 7+ days
Recurring Reminders:
• Frequent: Every 3 days
• Standard: Every 7 days
• Occasional: Every 14 days
Expiry:
• Urgent: 7-14 days
• Standard: 30 days
• Flexible: 60-90 days
Optimization Tips
✅ Track completion rates - See what works
✅ Adjust based on results - Optimize over time
✅ A/B test settings - Compare different approaches
✅ Document learnings - Build best practices
✅ Share with team - Consistent approach
Frequently Asked Questions
Can I change settings after campaign is sent?
No, settings are locked once campaign starts. Save as draft if you need to review settings first.
Do reminders stop after document is signed?
Yes, reminders only go to non-signers. Once signed, no more reminders are sent.
What happens if document expires before signing?
Document becomes invalid. Signer cannot sign. You must create and send a new document.
Can I have different settings for different recipients?
No, campaign settings apply to all documents in that campaign. Create separate campaigns for different settings.
Do certificates cost extra?
No, certificate generation is included at no additional cost with your plan.
Can I disable reminders for specific recipients?
Not within a campaign. All recipients get same reminder schedule. Send individual documents for custom treatment.
How do I know if my settings are working?
Track completion rates in campaign statistics. Higher completion = effective settings.
Can I schedule campaigns for future sending?
Currently, you can save as draft and send later manually. Automatic scheduling coming soon!
Next Steps
Now that you understand campaign settings:
1. Plan your settings - Choose based on use case
2. Create test campaign - Try different settings
3. Monitor results - Track completion rates
4. Optimize - Adjust based on performance
Proper campaign settings can improve completion rates by 50% or more. Take time to configure them thoughtfully!
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Need help?
If you have questions about campaign settings, contact our support team at support@signnxt.com
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