⚠️ IMPORTANT: This integration is for **BoldSign (US)**. Only BoldSign accounts in the US region can use it.
1) Install the BoldSign integration in Influencer Hero
1. In Influencer Hero, go to Integrations
2. Find BoldSign
3. Click Connect
4. Follow the on-screen steps to authorize BoldSign
Once connected, your BoldSign 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 BoldSign, then only update highlighted (yellow) company details |
B) Build your own BoldSign template | Create a template in BoldSign and add merge fields manually |
Option A (Recommended): Upload our ready-made BoldSign 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
A2) Upload the JSON template in BoldSign
1. Log in to BoldSign → Templates
2. Use Upload template (or Create Template → upload the JSON file) to import the downloaded file
3. Save the template
A3) Update your company-specific details (highlighted in yellow)
1. Open the uploaded template in BoldSign
2. Replace the yellow-highlighted placeholders (example: your company name, address, legal details, etc.)
3. Click Save and Close
Done — your template is now ready to send from Influencer Hero.
Option B: Create your own BoldSign template
B1) Create a template in BoldSign
1. Log in to BoldSign → Templates → Create Template
2. Upload your contract document (PDF, Word, etc.) or create from scratch. Enter a Template Name (e.g. “Influencer Agreement”) → Next
3. Add a signer role: click Add Role, name it e.g. "Signer". Leave Name and Email empty (Influencer Hero fills these) → Next
4. Add form fields for merge data: drag Label onto the document. For each field, set Field ID to one of the supported IDs from the table below. Check Read-only so signers can’t edit auto-filled data
5. Add a signature field: drag Signature onto the document and assign it to the Signer role. At least one signature field is required
6. Click Save or Save Template.
Once saved, the template will appear in Influencer Hero when you choose Send Contract (BoldSign).
3) Supported merge fields (Field IDs)
Use these Field IDs when adding text fields to your BoldSign template. When you send from Influencer Hero, these fields auto-populate from the influencer’s Deal data.
Field ID | Description |
influencer_name | Full Name (First+Last) |
influencer_email | Email Address |
first_name | Influencer's First Name |
last_name | Influencer's Last Name |
deal_id | Deal ID on Influencer Hero |
discount_code | Discount/Promo Code |
discount_code_percentage | Discount Percentage |
commission_percentage | Commission Percentage |
custom_url | Path for Custom Tracking URL |
full_custom_url | Full Clickable Custom Tracking 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 Media Platform |
profile_url | Social Media Profile URL |
nr_followers | Number of Followers |
social_full_name | Name on Social Media Profile |
deal_name | Handle (prefixed with @) |
dealflow_name | Campaign Board Name |
input_variable_1 | User-provided input in IH (e.g. payout amount or post date) |
input_variable_2 | User-provided input in IH (e.g. payout amount or post date) |
contract_sent_date | Date contract was sent (format: DD-Mon-YY, e.g. 14-Mar-25) |
💡 PRO TIP: input_variable_1 and input_variable_2 are optional and can be filled when sending the contract in Influencer Hero.
4) How to insert a merge field in BoldSign
1. In the left menu, under Inputs, drag a Label into the document where you want the value
2. Click the field to open its settings
3. Enable Read-only
4. Find Field ID (may be under “Advanced” or “Properties”)
5. In Field ID, enter one of the field IDs from the table above
Example: influencer_name
When you send from Influencer Hero, these fields auto-populate from the influencer’s Deal data.
Click Save and Close to save your template.
5) Send the contract to influencers from Influencer Hero
Send contracts via the Bulk Tool in a Campaign Board:
1. Open your Campaign Board
2. Click Open Bulk Tool
3. Select the influencers you want
4. In Select bulk action, choose Send Contract (BoldSign) (option only shows if BoldSign is connected)
5. Select the BoldSign Contract Template
6. (Optional) Fill Input Variable 1 and/or Input Variable 2
Examples: Fixed fee: 1000 USD | Posting date: 5th of September 2024
7. Click Save
BoldSign 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 (in the Activity Timeline) when the contract is viewed for the first time
- The Deal page also shows a notification (To-do task) when the contract is signed.
Contract activity (viewed, signed, completed, declined) is sent to Influencer Hero automatically—no webhook setup needed.
All done ✅
Need personalized assistance? Contact us at [email protected]