MBAs

Modified on Thu, 4 Jun at 5:27 PM

Media Buying Authorisations — the formal documents generated from your campaigns to authorise media spend with clients.
An MBA (Media Buying Authorisation) is generated from a Campaign record in Advvy. It captures the approved budget details and is sent to the client for review and sign-off through the Client Portal. These guides cover what MBAs are, how they're generated, how approval works, and how Advvy manages versioning.
  1. 1
    The MBA Record
    What the MBA entity is, how it's generated from campaigns, statuses, client portal visibility, paginated reports, and matching automation.
  1. 2
    How to: Generate an MBA
    Step-by-step: open a Campaign, navigate to the MBA tab, generate, review, and submit.
  2. 3
    How to: Review and Submit an MBA
    Review key sections, change status to Awaiting Approval, trigger emails and paginated report generation.
  3. 4
    MBA Approval for Clients
    How clients receive, review, comment on, and approve or reject MBAs through the Client Portal.
  4. 5
    MBA Matching & Automation Rules
    How Advvy prevents duplicates — matching filter criteria, automatic versioning, Superseded and Internally Replaced statuses.

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