The Campaign Brief Record — Overview

Modified on Fri, 12 Jun at 5:32 PM

What Is a Campaign Brief?

The pre-campaign record that captures scope and requirements before a Campaign is created.

Campaign Brief

Pre-campaign record · Created manually or submitted by a client via the Client Portal

A Campaign Brief is a structured record used to capture a client's campaign scope, objectives, budget, and requirements before a full Campaign is set up in Advvy. Briefs sit upstream of the Campaign — they give teams a clear, documented starting point without committing to a Campaign record until the details are confirmed and approved. Once ready, a Campaign Brief converts directly into a Campaign, carrying key fields across automatically.

Record Type

Pre-Campaign / Scope Record

Created By

Agency internally or Client via Portal

Converts To

Campaign Record (one-click)

Required Before Campaign?

No — optional pathway

How Campaign Briefs Are Created

Briefs can originate from two sources — internally by the agency, or submitted by the client through the Client Portal.

Source 1

Agency Creates Internally

A media planner or account manager creates a Campaign Brief directly in Advvy Agency. They fill in the scope, objectives, budget, and client details on behalf of the client — typically for established clients where verbal or email briefs are received.

Source 2 — Client Portal

Client Submits via Client Portal

Clients with Client Portal access can submit a campaign brief directly. They fill in a brief request form in the portal, which creates a Campaign Brief record in Advvy automatically. The agency team then reviews, approves, and converts it to a Campaign.

?️

Client Portal briefs arrive pre-populated. When a client submits a brief through the Client Portal, the Campaign Brief record in Advvy is created with the client's provided information already filled in — including campaign name, objectives, requested dates, and budget. The agency reviews this data before converting.

How Client Portal Briefs Work

The end-to-end flow when a client submits a brief through the Advvy Client Portal.

Client (Client Portal)

Client submits a brief request

The client logs into the Advvy Client Portal and fills in the brief request form — campaign name, objectives, target audience, proposed dates, and indicative budget. They submit the form when ready.

Advvy (Automatic)

Campaign Brief record created automatically

Advvy creates a new Campaign Brief record in Advvy Agency, pre-populated with all the information the client provided. The brief is set to a Submitted status and the agency team is notified.

Agency (Advvy Agency)

Agency reviews and updates the brief

The planner or account manager opens the Campaign Brief record, reviews the client-supplied information, and fills in or adjusts any agency-side fields — such as Campaign Code, Product, and Form Layout — that the client cannot set.

Agency (Advvy Agency)

Brief approved internally

The brief is reviewed against internal scope and budget requirements. Status updated to Approved once confirmed.

Agency (Advvy Agency)

Brief converted to a Campaign

Click Convert to Campaign from the ribbon. Key fields from the brief carry over automatically. The Campaign is created in Draft status and is ready for media planning.

Campaign Brief Fields

The key fields on a Campaign Brief record and which ones carry over to the Campaign on conversion.

Field	Required?	Source	Carries to Campaign?
Campaign Name	Required	Agency or Client Portal	✓ Yes
Client	Required	Agency or Client Portal	✓ Yes — locked after Campaign save
Product	Required	Agency	✓ Yes
Start Date / End Date	Required	Agency or Client Portal	✓ Yes
Campaign Budget	Required	Agency or Client Portal	✓ Yes
Campaign Code	Required	Agency (auto-generated or manual)	✓ Yes
Objectives	Optional	Agency or Client Portal	✓ Yes
Target Audience	Optional	Client Portal	✓ Yes (from portal)
Notes / Special Requirements	Optional	Agency or Client Portal	✓ Yes
Form Layout	Optional	Agency only	✓ Yes
Brief Status	Auto	System-managed	— Not carried over (Campaign uses its own status)

ℹ️

Client Portal fields are pre-filled in the Brief. Fields submitted by the client via the portal arrive already populated on the Campaign Brief record. Agency staff only need to fill in agency-specific fields (Product, Campaign Code, Form Layout) before converting.

Campaign Brief Status Lifecycle

How a Campaign Brief moves through statuses from creation to conversion.

Draft

Created internally

→

Submitted

Client portal or
agency submit

→

Under Review

Agency reviewing

→

Approved

Ready to convert

→

Converted

Campaign created

Status	Meaning	Who Sets It
Draft	Brief created but not yet submitted for review	Agency internally
Submitted	Brief submitted — either by client via portal, or agency moving it forward	Client (portal) or Agency
Under Review	Agency is actively reviewing the brief scope and requirements	Agency
Approved	Brief confirmed — ready for conversion to a Campaign	Agency
Converted	Campaign has been created from this brief. Brief is read-only.	Advvy (automatic on conversion)

Campaign Brief vs. Campaign

When to use a brief, and when to go straight to a Campaign.

	Campaign Brief	Campaign
Purpose	Capture scope and requirements pre-approval	Active media planning and execution
Media plan	Not supported	✓ Required for planning
Client Portal visibility	Client can submit via portal	Client sees MBAs and summaries
MBA generation	Not supported	✓ Via Campaign Plan+
Required before Campaign?	No — briefs are optional. Campaigns can be created directly.

⚠️

Once a Campaign Brief is converted, it cannot be converted again. The brief record is locked (read-only) and marked as Converted. To start fresh, create a new Campaign Brief or Campaign directly.

Key Takeaways

Campaign Briefs are optional — they're a pre-campaign scoping record, not a mandatory step. You can create a Campaign directly without one.

Clients can submit briefs through the Client Portal. When they do, a Campaign Brief record is created in Advvy automatically with the client's information pre-populated.

Key fields carry over on conversion — Campaign Name, Client, Dates, Budget, and Objectives all populate the Campaign automatically. Agency-only fields (Product, Campaign Code, Form Layout) must be set before converting.

The Client field locks after the Campaign is saved — always confirm the correct client on the brief before converting.

Once converted, the brief is read-only. Changes to the Campaign must be made on the Campaign record itself.