The Series· No. 24 · Act V — The Studio

By DocuSeller · Published

Campaigns
DocuSeller · No. 24

One link. Any audience.

Certified mail proves one thing: somebody signed for an envelope.

Not that they opened it. Not that they read it. Not that they replied.

That little green card is this industry's idea of a receipt.
An envelope leads into a guided portal checklist with completed and remaining tasks Your checklistReadCompleteUploadApproveDelivery that invites a response
An envelope, except this one asks questions back.

Here's the replacement. We call it a campaign, which is a bad name, because everyone's first guess is email marketing. It isn't.

A campaign is one link that opens into a small guided portal.

Inside, in whatever order you choose:

→ a letter to read and acknowledge, name and balance already filled in
→ a form to complete and sign
→ files to browse and download
→ documents pulled live out of the accounting system
→ an upload slot, with your own instructions and a cap on how many
→ something for them to approve or decline

A guided portal can serve owners, board members, vendors, or agents as the campaign audience Guided portalOwnerBoardVendorAgentChoose the audience for the request
The same portal. Four audiences who would never all log in to the same thing.

And it isn't only for buyers. Owners, board members, vendors, agents, tenants, the general public.

Insurance certificates from a contractor. A budget pack the board has to acknowledge. A move-out questionnaire.

One campaign has five distinct access links: public, signed in, named people, role, and password OnecampaignPublicSigned inNamed peopleBy rolePassword
Five ways in. Five links. You always know which one they came through.

Five ways to let people in: open to anyone, signed in, named individuals, by role, or behind a password. Each gets its own link, so you can tell which route somebody came through. Run all five at once.

You can also drop the whole thing into your own website. It sizes itself to the page, matches your light or dark theme, and never shows a scrollbar. The homeowner never leaves the community site.

A laptop shows a partially completed response and its saved draft, ready to resume at the cursor Your responseAdditional detailsI will arrive onDraft savedReturn to the same place
Close the laptop mid-sentence. It will be waiting, mid-sentence.

For the person at the other end: a checklist down the side that ticks off as they go, and a form that saves every second. Close the tab, come back Thursday — still there, mid-sentence.

Optionally, one response per device. So nobody acknowledges the same notice nine times.

You set when it opens, when it closes, the response cap, whether half an answer counts.

And you get the receipt certified mail never gave you: which items they finished, how long each took, every answer, every download, every signature.

Last thing, and it's the one the lawyers sit up for.

Later edits to a working template do not alter the preserved published campaign version Publishing preserves the version shownWorking templateLater editsPublished copyVersion kept on record
Publishing takes a photograph of the whole thing. The photograph is what counts.

Publishing freezes the exact version of everything inside. Edit that letter next month; the person who responded last month still has, on record, exactly what they were shown.

Any time you need something back from a human being, that's a campaign.

Next: why we wrote our own e-signature engine instead of renting one.

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