Campaigns

Advvy Campaign Briefs contain key campaign information at the initial briefing stage before a campaign is committed to the organisation.

A brief can be created directly in Advvy via the Campaign Brief view or can be created via the Advvy Portal by the Client.

A Campaign Brief isn’t a campaign record – it is a briefing form.

A Campaign Brief can become a campaign record by converting it via a click of a button.

Creating a Campaign Brief in Advvy

1. Navigate to the Campaign Brief menu
2. On the ribbon select [+New] to display a new Campaign Brief Form
3. Enter relevant Campaign information and on the ribbon select [Save and Close]
4. A new Campaign brief record will be listed in the Enabled view

Creating a Campaign Brief via Advvy Portal (Client)

Advvy Portals, built using the PowerApps Portals framework, are highly secure and are designed to allow for external users to have a way to digitally interact with your organisation.

Clients can select the Campaign Brief form and submit their brief information to your organisation.

Once a Client selects [Submit] on the Portal Campaign Brief, a new record will appear in the Campaign Brief list in Advvy.

Converting a Campaign Brief into a Campaign

1. Navigate to the Campaign Brief menu, and select a brief record (tick or open it to view details)
2. On the ribbon select [Convert to Campaign]. The New Campaign form will display pre-filled details from the brief record.
3. Complete the remaining details and select a workflow.
4. Select [Save].