Send contracts to influencers directly from Influencer Hero using DocuSign templates.
1) Install the DocuSign integration in Influencer Hero
In Influencer Hero, go to Integrations
Find DocuSign
Click Connect
Follow the on-screen steps to authorize DocuSign
Once connected, your DocuSign templates will be available inside Influencer Hero when sending contracts.
2) Choose how you want to set up your contract template
Option | What you do |
A) Upload Influencer Hero template (fastest) | Upload our JSON template into Docusign, then only update highlighted (yellow) company details |
B) Build your own DocuSign template | Create an Envelope Template in DocuSign and add merge fields manually |
Option A (Recommended): Upload our ready-made DocuSign template JSON
This option gives you a template that already includes all Influencer Hero merge fields — you just update the highlighted (yellow) contract content (e.g., company name, address, legal entity info, etc.).
A1) Download the template JSON
Download our template file here
A2) Make sure “Template upload” is enabled in DocuSign (admin setting)
If you don’t see an Upload template button in DocuSign, your DocuSign account admin needs to enable it:
Open DocuSign Admin
Go to Sending Settings
Scroll to the Templates section (near the bottom)
Enable “Enable template upload”
Click Save
If you’re not the DocuSign admin, ask your admin to enable this setting for your account.
A3) Upload the JSON template in DocuSign
Go to Templates in your DocuSign account (Templates page)
Hover over the Start button/icon
Select Upload template
(sometimes it appears under Envelope Templates → Upload Template)
Select the JSON file you downloaded (the Influencer Hero template)
Upload and save
A4) Update your company-specific details (highlighted in yellow)
Open the uploaded template in DocuSign
Replace the yellow-highlighted placeholders (example: your company name, address, legal details, etc.)
Click Save and Close
✅ Done — your template is now ready to send from Influencer Hero.
Option B: Create your own DocuSign Envelope Template (manual setup)
B1) Create an Envelope Template in DocuSign
Go to Templates → New → Create Template (Envelope Template)
Add documents
Select Create New Document, OR
Re-use an existing document you already have
Add recipients (required)
Add at least one recipient
In Role, enter anything you want (example: Signer)
Leave Name and Email empty
(Influencer Hero will auto-fill these when you send)
Add a message
Fill in the Email Subject and Email Message
This is what the influencer will see in the DocuSign email notification
Envelope types
Usually: Independent Contractor Agreement
Click Next
3) Supported merge fields (Tab Labels)
If you use Option A, these are already included in our template, but you can add more.
If you use Option B, use these tab labels to auto-fill influencer + deal data.
Tab Label | Description |
influencer_name | Full name (first + last) |
influencer_email | Email address |
first_name | First name |
last_name | Last name |
deal_id | Deal ID |
discount_code | Discount/promo code |
discount_code_percentage | Discount percentage |
commission_percentage | Commission percentage |
custom_url | Custom tracking URL |
full_custom_url | Full custom URL |
influencer_address_line | Street address |
influencer_city | City |
influencer_region | State/Region |
influencer_country | Country |
influencer_postcode | Postal/ZIP code |
phone | Phone number |
phone_nr | Phone number (alias) |
platform | Social platform |
profile_url | Profile URL |
nr_followers | Number of followers |
social_full_name | Name on social profile |
deal_name | Handle (prefixed with @) |
dealflow_name | Dealflow/pipeline name |
input_variable_1 | User-provided input in IH (e.g., payout amount or post date) |
input_variable_2 | User-provided input in IH |
contract_sent_date | Date contract was sent (format: DD-Mon-YY, e.g. 14-Mar-25) |
4) How to insert a merge field in DocuSign
In the left menu, under Inputs, drag a Text field into the document where you want the value
Click the field to open its settings
Enable Read-only
Click More details to reveal Data Label
In Data Label, enter one of the tab labels from the table above
Example: influencer_handle
When you send from Influencer Hero, these fields auto-populate from the influencer’s Deal data.
input_variable_1 and input_variable_2 are optional and can be filled when sending the contract in Influencer Hero.
Click Save and Close to save your template.
5) Send the contract to influencers from Influencer Hero
You can send a contract from:
the Influencer Deal Page, or
the Bulk Tool in a Campaign Board
Send via the Bulk Tool
Open your Campaign Board
Click Open Bulk Tool
Select the influencers you want
In Select bulk action, choose Send Contract (option will only show if DocuSign is connected)
Select the DocuSign Contract Template
(Optional) Fill Input Variable 1 and/or Input Variable 2
Examples:
Fixed fee: 1000 USD
Posting date: 5th of September 2024
Click Save
Send via the Influencer Deal Page
Navigate to the Influencer Deal Page of an influencer
On the top right section with the other action buttons (Send Email and Send Product), find the button "Send Contract" in the options menu
Select the DocuSign Contract Template
(Optional) Fill Input Variable 1 and/or Input Variable 2
Examples:
Fixed fee: 1000 USD
Posting date: 5th of September 2024
Click Save
DocuSign will email each influencer with an invitation to sign.
6) Tracking status in Influencer Hero
After sending:
The influencer’s Deal page shows a notification when the contract is viewed for the first time
The Deal page also shows a notification when the contract is signed