Performance agency client evidence requests
Respond to campaign evidence requests, follow review progress and retain each response with its request.
- Industry
- Agencies
- Team
- Client services, Marketing
- Use case
- Documents and evidence, Requests and exceptions, Client portals
- Tags
- Client delivery Approval workflow
- Includes
- 1 app
Template preview
Included items
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File Request Client app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
Give clients a clear queue of requested inputs for pacing decisions, creative briefs, reporting, campaign launches and handover. Each request records its due date, reviewer, submitted files, notes and response history.
- Action, review, approved and closed request groups
- Due dates and named reviewers
- File and note responses
- Response and revision history
How to use this template
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Define the project workflow
Choose the client inputs, delivery responsibilities and decisions this project needs.
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Configure the audience
Confirm the Client and Admin responsibilities, project context and visible information.
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Review access and content
Check project permissions, named owners and configured content before using the app with a client.
Frequently asked questions
Who is this configuration for?
Performance-agency clients and account teams working together on campaign delivery.
Which inputs can the requests cover?
Pacing data, creative results, reporting evidence, launch checks, account handover and the engagement decisions configured for this project.
What does a client submit?
A response can contain the requested files and a note for the named reviewer. Accepted formats and size limits are shown on the request.
Can a reviewer ask for corrections?
The Admin workspace provides a revision request with feedback, keeping the earlier response attached to the same request.
Where can I see progress?
The request queue groups items by action required, review, approval and closure, with due dates and overdue indicators.
Does closing a request remove its history?
The request displays its response and activity history separately from its current collection status.