What is an electronic multi-signers campaign?
Electronic publicity, or electronic signature in grouped sending, makes it possible to have a large number of contracts signed by different signers automatically.
SELL&SIGN allows as standard to launch electronic multi-signers campaigns. From a list of recipients provided in the form of a .CSV file and a model contract or even a file containing specific contracts for each signer, SELL&SIGN will automatically and on a date you choose to perform sending all signature emails.
An electronic multi-signers campaign dashboard allows you to monitor the execution of operations and view their history.
NB: you must have at least one Poweruser permission level on the Back office and on the Front office to launch an multi-signers campaign in SELL&SIGN.
Create an multi-signers campaign with SELL&SIGN
1. Choose the contract model
Creating an multi-signers campaign begins with identifying the contract template to use for your campaign. You will be able to choose between all the models of contracts for your SELL&SIGN license. As always, you can choose to provide yourself the contract (s) to be signed by choosing the model contract "Have a PDF document signed".
2. Load the contract (s)
If you have selected the "Have a PDF document signed" template, you are invited to upload the document (s) to be used.
Two solutions are then available to you:
1. All signers use the same contract: choose the first option "Load the pdf of the contract" and load the PDF file. You will use Smartfields to indicate to SELL & SIGN where to position the data specific to each signatory. If your contract includes Smartfield options, you can also provide their values for each signer in the CSV file of signers.
2. Each signer must receive a different PDF document to sign: in this case choose the second option "Load the contract zip file" and load a ZIP archive containing all the PDF files of the contracts. You can designate in a "pdfFilename" column of the signer CSV file (see next step), the name of the PDF document to be used for each signer.
In both cases, then load the file, either by dragging and dropping it onto the loading area, or by clicking on this area to select the file on your computer.
3. Load the signers
Signers must be loaded using a .CSV (Comma-separated values) file. It is a text file in which each line corresponds to a signer, and where the values of the different fields are separated by commas (",").
The columns to be integrated into the CSV can be:
- standard fields of the client or signer (see the client file for your license, the standard smartfields). Examples: Last name, First name, Email, Mobile phone
- customer custom fields that have been defined on your license. Example: CIP code
- business data (defined via smartfields in your contract, or options in a contract model). Example: social security number
-"pdfFilename": If you have a different PDF contract for each signatory grouped in a ZIP, this column must contain the name of the file to be used for each signer.
The fields of your CSV depend on the configuration of your customer base in SELL&SIGN and on the options or smartfields of your contract model. By clicking on the "CSV FORMAT" button, you can obtain the list of possible fields, in CSV format. This line can be used as the column title line if it is the first in your CSV file, and if you select "First line is a column title".
You can also "DOWNLOAD AN EXAMPLE CSV FILE", which will be automatically adapted to your context, to use it as a template to build your CSV file:
1. Click on "DOWNLOAD EXAMPLE CSV FILE"
2. Open the downloaded .csv file with LibreOffice (recommended) or Excel.
NB: If Excel does not open the file correctly, go to the "Data" tab then "From text". This will allow you to control the separators used and the encoding of the file. See the Excel documentation here.
How to build your CSV file?
This example file can be used as a basis for inserting the data concerning your own signers, in each of the columns (in LibreOffice or Excel), or separating them with commas (if you are working in the .csv file in text mode directly ).
NB: when saving your CSV file, keep the default character encoding of your system (for example Cp1252 under Windows or UTF-8), because this is the one that SELL & SIGN will use to decode the file.
How to upload your CSV file?
Once your CSV file has been created, load it into SELL&SIGN by dragging and dropping it onto the loading area or by clicking on it to designate it on your computer.
SELL&SIGN will then analyze your file and will tell you if any inconsistencies are detected within the file.
It will also display the lines of your file as it interpreted them, so that you can check the consistency of the data. You can also select which field corresponds to each column of your file, in case you have not used the same order as the example provided by SELL&SIGN.
4. Launch the advertising campaign
That's it, your campaign is ready! SELL&SIGN shows you in preview the contract which will be prepared for the first signer.
The last step is to choose how to launch the campaign:
1. Send by email for signature: all contracts will be directly sent by email to the signers for remote signature.
2. Prepare for signature: all contracts will be prepared in SELL & SIGN, and can be resumed to be sent manually or signed face to face on a tablet. It will thus be possible to modify the data manually.
If you choose to send contracts by email for signature, you can adapt the subject and body of the email to your shipment, and select a date if you want to schedule a deferred shipment.
If you choose to send contracts by email, you can then adapt the subject and body of the email, and choose a date if you wish to postpone sending.
And There you go ! Click "VALIDATE". The system then prepares the campaign, and tells you what it is doing.
It's over ! Now follow the progress of your multi-signers campaign on the Campaigns page.
Track your advertising campaign in the back office
The dashboard of electronic multi-signers campaigns makes it possible to follow the execution of the operations of current campaigns, and to find the history of past campaigns.
It is accessible directly from the "CONTRACTS" section of the SELL&SIGN back office, by clicking on the "CAMPAIGNS" button.
In the "Action" column, you can view the details of the execution of each campaign with the button (i), and see the list of all the transactions that have been created by a campaign using the right button.
Useful functionality: as from the SELL&SIGN back office you can relaunch the signatories with a single click! To do this, click on the "signers" icon in the "Actions" column, and click "Relaunch" on the signatories to be relaunched!
Useful functionality: relaunch in 1 click!
as from the SELL & SIGN backoffice you can relaunch the signers with a single click! To do this, click on the "signers" icon in the "Actions" column, and click "Relaunch" on the signatories to be relaunched!
Conclusion
And There you go ! You are now able to save even more time with SELL&SIGN by preparing and publishing your automated multi-signers campaigns!
If necessary, you can always contact SELL & SIGN Support / Help Center. He is at your disposal to help you and answer all your questions.