How to: Review and Submit an MBA

Modified on Fri, 10 Apr at 4:29 PM

Overview

Review and submit an MBA through the approval workflow in Advvy.

Once an MBA (Media Buying Authorisation) has been generated, it must be reviewed and submitted for approval before it is considered authorised. This guide covers how to review MBA contents and submit it through the approval workflow.

Before You Start

Prerequisites

An MBA has already been generated
You have access to the Campaign and the MBA record
The approval workflow has been configured for your environment

Step-by-Step: Review an MBA

Review the MBA contents before submission.

Open the MBA

Navigate toAdvvy Agency → Campaigns, open the Campaign, and select theMBAtab. Open the MBA record.

Review Key Sections

Check the following sections before submitting:

Section	What to Check
Client & Campaign Details	Correct client name, campaign name, and dates
Budget Authorisation	Amounts match planned budget — gross and net
Media Plan Summary	Correct markets, media types, and period
Approval Status	Should be Current

Tip: If budget amounts look incorrect, check that the latest media plan sync has been run before generating the MBA.

Step-by-Step: Submit an MBA for Approval

Submit the reviewed MBA through the workflow.

Confirm Review is Complete

Ensure all sections have been reviewed and any required updates made.

Change Status to Awaiting Approval

SelectAwaiting Approvalfrom the MBA status selection dropdown.

Save the MBA record

The MBA status will update toSaved. Approvers will be notified automatically based on the configured workflow.

Triggered MBA Workflow (Email and MBA Document/Paginated Report)

When the MBA status is updated toAwaiting Approval, it will trigger a flow. This will email Contact 1, Agency Contact, Client Contact, and the user who has triggered the status change to Awaiting Approval. This will also generate an MBA document or paginated report with the MBA details, which will be attached to the Notes tab.

Admin Note: Approval workflow routing is configured at the environment level. Contact your admin if approvals are not being routed/triggered correctly.

MBA Status - Explained

Status	Description
Approved	Client has reviewed and approved the MBA. The MBA is visible in the Client Portal.
Awaiting Approval	MBA is ready for client review. Changing to this status triggers automated email notifications and report generation.
Current	MBA is active internally but not yet visible to the client.
Internally Replaced	MBA was replaced before client approval and is hidden from the client.
Partially Approved	Client has approved only part of the MBA. Follow-up or a revised MBA may be required.
Rejected	Client rejected the MBA. Corrections are required before resubmission.
Superseded	MBA has been replaced by a newer version. Retained for reference and hidden from the client.

Key Takeaways

Always review budget amounts against the latest synced media plan before submitting an MBA.

Only MBAs with status set to Awaiting Approval are sent to the client.

Regenerating an MBA does not automatically update existing MBAs