Connecting to an Environment

When opening the Advvy Add-in for the first time, you’ll see two tabs at the top of the pane:

• Campaigns

• Environment icon (connection icon next to Campaigns)

Steps to Connect:

1. Click the Environment icon.

2. Enter your environment link (the unique URL for your agency or company’s Advvy instance).

3. Click Test Connection.

4. If successful, you will be prompted to sign in using your Advvy credentials.

5. Upon successful login, a toast notification will appear:

   ✅ Authentication: Against Azure

This indicates your connection to the environment is active.