What clients see: campaigns, deliverables and updates
Clients follow their campaigns in their portal, accept estimates and deliverables there, and get an update from you drafted from the records.
4 min readUpdated
A client's portal shows what they owe and what they've paid. For an agency's clients it also shows their work: estimates waiting for their answer, and each campaign's budget, what's billed and what's left.
Deliverables the client accepts
- 1
Ask for acceptance
On a milestone in the scope, switch on the client accepts it. It then bills only once they've accepted it.
Campaigns - 2
Deliver it
Click Mark delivered when it's handed over. The client sees it in their portal with Accept and Not yet.
- 3
Their answer
Accepted, it bills. Not accepted, their reason shows on the campaign: fix it, click Undo, and mark it delivered again. If they answered another way, record it with Accepted… or Not accepted….
An update for the client
From a client's page, Work → Send them an update… drafts an email from the records: what was delivered, the hours by role, the media that ran and what's coming up. Edit it as you like before it goes. Hours are given by role, never by person, and nothing about cost or margin is included.
Turning it off
Show campaigns in the portal under Settings → Agency hides campaigns, and the deliverables in them, from every client's portal; record their answers on the campaign instead. Estimates waiting for an answer are still shown.
Was this helpful?
Related
- Campaigns for agenciesWrite an estimate and have the client accept itPrice the work from your rate card, send it, and let the client accept it in their portal. Accepted, it becomes the campaign, with nothing typed twice.
- Campaigns for agenciesBill a campaign over time against its scopeGive a campaign a scope of fees, retainers, milestones, hours, costs and media, and bill each part as it falls due.
- Invoicing & getting paidLet customers pay onlinePut a pay link on invoices, reminders, statements and PDFs: through QuickBooks Payments or your own payment page.
- Campaigns for agenciesAI that drafts, and the rules that decideWith AI on, Claude drafts estimates, time, invoice wording, reminders and client updates. Every figure is still worked out by rule, and a person confirms everything.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.