The Advvy Workflow Overview

Modified on Mon, 15 Jun at 9:09 AM

What Is the Advvy Workflow?

A governed, end-to-end framework for managing campaigns from initial setup through to reporting.

The Advvy Workflow connects Campaigns, Media Plans, Approvals, MBAs, and Reporting tools into a single, structured process. Each stage builds on the previous one, with Advvy acting as the single source of truth throughout the campaign lifecycle.

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Rather than operating as isolated steps, Advvy workflows ensure consistency, accountability, and visibility across every part of a campaign — from initial planning to final reporting.

Campaign Lifecycle at a Glance

The 6 stages of a typical Advvy campaign workflow.

Stage 1

Campaign Setup

Create the Campaign record — the central hub for all activity. Define client, product, dates, budget, and campaign structure.

Campaign RecordParent/Child StructureCampaign Brief

Stage 2

Media Planning & Sync

Build or update the media plan in Excel using the Advvy Excel Add-in. Sync media activity into the Campaign record.

Excel Add-inCampaign FlightingFee Flighting

Stage 3

Review & Visualisation

Review synced activity using Campaign Plan, Campaign Plan+, and Expenditure Plan. Validate timing, budget, and activity coverage.

Campaign Plan+Expenditure PlanGantt View

Stage 4

Approvals & MBAs

Generate a Media Buying Authorisation (MBA) from Campaign Plan+. Submit to the client for review and approval via the Client Portal.

MBA GenerationClient ApprovalVersioning

Stage 5

Client Review & Approval

Clients receive notifications and review MBAs in the Advvy Client Portal. They can approve, reject, or provide feedback directly in the platform.

Client PortalApproval AuditNotifications

Stage 6

Execution, Monitoring & Reporting

Approved campaigns move to execution. Monitor performance via Media Summary and Campaign Plan+. Use Parent Campaigns for consolidated multi-market reporting.

Media SummaryParent Roll-UpPacing

Stage Details

What happens at each stage and which Advvy tools are involved.

Stage 1 — Campaign Setup

Create the Campaign Record

The Campaign record is the foundation for all subsequent workflow stages.

Create a Campaign (or convert a Campaign Brief)
Set client, product, dates, and budget
Configure Parent/Child structure if required

Stage 2 — Media Planning & Sync

Build & Sync the Media Plan

Media planning is done in Excel using the Advvy Add-in.

Connect to the correct environment and Campaign
Download and refresh Reference Data
Build or update the media plan, then sync
Activity stored as Campaign Flighting and Fee Flighting

Stage 3 — Review & Visualisation

Validate Activity in Campaign Plan+

Review synced data using Advvy's visual planning tools.

Gantt-style view of media timing and delivery
Flexible timelines (day, week, month, year)
Filtering, custom views, and budget summaries

Stage 4 — Approvals & MBAs

Generate & Submit the MBA

MBAs are generated from Campaign Plan+ once activity is ready.

Filter activity to define MBA scope
Generate the MBA and review
Submit for client approval
Advvy prevents duplicate MBAs and manages versioning

Stage 5 — Client Review

Client Approves via Client Portal

Clients receive automated notifications and review in the portal.

View media details and supporting documents
Provide comments or feedback
Approve or reject the MBA
All client actions are recorded for audit

Stage 6 — Execution & Reporting

Monitor & Report on Live Campaigns

Approved campaigns move into execution and ongoing monitoring.

Media Summary roll-ups for performance overview
Campaign Plan+ for timing and pacing validation
Parent Campaigns consolidate multi-campaign reporting

Workflow Governance & Controls

Built-in controls that ensure data quality and accountability throughout the workflow.

Control	Where It Applies	What It Prevents
Validation rules on sync	Stage 2 — Media Plan Sync	Invalid or incomplete data being imported into the Campaign
Controlled overwrite behaviour	Stage 2 — Re-syncs	Unintentional overwriting of approved or in-flight data
MBA deduplication & versioning	Stage 4 — MBA Generation	Duplicate MBAs and version confusion during approval cycles
Role-based permissions	All stages	Unauthorised actions such as MBA generation or approval submission
Auditable approval records	Stage 5 — Client Approval	Disputes over what was approved, when, and by whom

Common Workflow Use Cases

How teams use the end-to-end Advvy workflow.

End-to-end campaign delivery from planning to approval

Multi-market or multi-phase campaign management

Client-facing approval workflows via the Client Portal

Centralised reporting across distributed planning teams

Key Takeaways

Advvy operates as a single source of truth. Every stage of the campaign lifecycle — planning, approvals, execution, reporting — is connected within one platform.

Media planning happens in Excel, not in Advvy directly. The Advvy Excel Add-in is used to build and sync media plans into the Campaign record.

MBAs are generated from Campaign Plan+ once media activity is ready. Advvy manages versioning and deduplication automatically.

Clients interact only through the Client Portal — they review and approve MBAs there, with all actions recorded for audit.

Governance is built in. Validation rules, role-based permissions, and auditable records protect data quality and accountability at every stage.