How to Use the Advvy Client Portal

Welcome to the Advvy Client Portal

The Advvy Enhanced Client Portal provides a secure, real-time view of your campaigns, approvals, and key documents.

It is designed to give you clear visibility into:

• Active and upcoming campaigns

• Media Buying Authorisations (MBAs)

• Campaign timelines

• Budget summaries

• Supporting documents

The portal is accessible via your agency’s dedicated Client Portal URL and uses secure sign-in via Microsoft (Azure Active Directory).

Signing In

1. Navigate to your agency’s Client Portal URL

2. Select Sign In

3. Log in using your Microsoft (work or school) account

If this is your first time logging in, you may need to request access. Once approved by your agency, you will be able to view your campaigns.

Navigating the Portal

Campaigns

Selecting Campaigns from the top navigation will display all campaigns available to your organisation.

Here you can:

• View a list of campaigns assigned to your organisation

• See high-level campaign status

• Review timing and delivery windows

• Open individual campaign records for more detail

Campaign visibility is controlled by your agency and reflects only the data relevant to your organisation.

MBAs

Selecting MBAs from the top navigation will display all Media Buying Authorisations available to your organisation.

From this view, you can:

• See the status of each MBA (e.g. Awaiting Approval, Approved, Rejected)

• Open MBAs for detailed review

• Approve or reject pending MBAs

• Access historical MBA records

• Download Paginated Reports

Expenditure Plans

Selecting Expenditure Plans allows you to view campaign expenditure summaries in a timeline format.

This section provides:

• Monthly spend breakdowns

• Aggregated campaign totals

• Visual timeline representation of campaign investment

This view is typically used for high-level budget tracking and reporting.

Viewing Campaign Details

Selecting a campaign allows you to:

• Review campaign dates and status

• View campaign timelines

• Access Media Buying Authorisations (MBAs)

• Download related documents

The portal presents campaign information in a simplified, client-friendly format for easy review.

Reviewing and Approving MBAs

When an MBA is ready for approval:

• You will receive an automated email notification

• The email will include a direct link to the MBA in the Client Portal

Inside the MBA record, you can:

• Review media activity and flight dates

• View budget and fee details

• Read any notes or comments

• Download attached documents

Approving an MBA

1. Review all details carefully

2. Select Approve to confirm

Rejecting an MBA

1. Select Reject

2. Provide comments explaining required changes

Your agency will be notified of your decision immediately.

Documents and Attachments

Campaign-related documents may be available within the campaign record, including:

• Supporting schedules

• Approval documents

• Reports

Documents can be downloaded directly from the portal.

Understanding Campaign Visibility

You will only see:

• Campaigns assigned to your organisation

• Approved or relevant activity

• Data your agency has made available in the portal

If you believe something is missing, please contact your agency representative.

Security and Access

The Advvy Client Portal uses secure Microsoft authentication. Your access is managed by your agency.

If you experience login issues or require access changes:

• Contact your agency directly

• Do not share your login credentials

Frequently Asked Questions

Why can’t I see any campaigns?
Your access may still be pending approval, or campaigns may not yet be made available in the portal.

How long does it take for data to appear?
Newly approved access may take up to 5-10 minutes for campaign data to become visible.

Can I edit campaign data?
The Client Portal is read-only, except for MBA approvals and comments.

Need Assistance?

If you have questions about your campaigns, approvals, or portal access, please contact your agency representative.