Campaign Briefs

Modified on Fri, 12 Jun at 5:37 PM

What is a Campaign Brief?

A Campaign Brief is a pre-campaign record used to capture a client's scope, objectives, budget, and requirements before a full Campaign is set up. Briefs can be created internally by the agency, or submitted directly by clients through the Advvy Client Portal — where their form responses automatically create a pre-populated brief in Advvy. Once confirmed, a brief converts into a Campaign in one click, carrying key fields across automatically.

Brief → Review & Approve → Convert to Campaign → Media Planning begins

Understanding Campaign Briefs

The Campaign Brief Record — Overview

What the Campaign Brief record is, what fields it contains, how clients submit briefs through the Client Portal, the brief status lifecycle, and how it differs from a Campaign.

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Converting Briefs to Campaigns

How to: Convert a Campaign Brief to a Campaign

Step-by-step guide to converting an approved brief — what carries over automatically, agency-side fields to complete before saving, and a post-conversion checklist.

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How to: Create a Campaign Record

Covers both Campaign creation methods — including a section on converting from a Campaign Brief. For the full dedicated guide, see article 2 above.

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