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Client portal for marketing agencies

A marketing agency portal is where clients request campaigns and follow each one from request to wrap, and the agency moves every client's campaigns through stages on one board.

Pattern: Requests

Describe it to Pory

“We're a marketing agency with about 20 retainer clients. Clients should request campaigns and see only theirs, and our team moves each campaign through planning, production, live and wrapped.”

Viewing as

My campaigns

My campaigns

Launches, reviews and report dates — October 2026

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What makes a good campaign request

Tell us what you're selling, who should buy it and what a win looks like: sign-ups, sales, foot traffic, or just people saying the name. A budget range and a launch date let us say yes or no in the first call.

Attach anything that exists already: the product shots, last year's ads, the one competitor campaign you secretly admire.

Lead time

Six weeks for paid social and search, ten for out of home.

Your account lead

Callum Byrne moves each request from Requested to Planning within three business days.

Powered by Pory

In plain English

How Pory sets it up

Pory gives every client and account team a sign-in of their own. Each client sees only their own campaigns. It covers campaign requests & reporting. Campaigns, creative to approve, asset requests, reports, key dates, invoices and account team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Campaign requests come in with channel, budget and launch date

Requests used to be a Monday call and a follow-up email asking the same questions again. In Pory the client picks the channel, sets the launch date and budget, and writes the goal in a sentence or two. The account team starts planning from a complete request instead of chasing the missing half.

Forms to submit a recordDone by: Client
02

Account teams drag each campaign from requested to wrapped

The status spreadsheet had a tab per client and was out of date by Tuesday. Every campaign sits on one board by stage, and the team drags a card when it moves into production or goes live. The Friday status meeting gets shorter, and occasionally canceled.

Board by statusDone by: Account team
03

Clients see their own campaigns and where each one stands

Clients emailed to ask whether the billboards were up yet, and someone went to find out. Each client signs in and sees only their campaigns, with the stage, channel and launch date on each, plus their own creative, reports and invoices. The agency fields fewer status emails and never sends one brand's results to another.

Client-only accessDone by: Client

Who sees what in a marketing agency portal

Every person signs in to their own view. This is what each role in the demo gets.

Client

Sees only their own campaigns.

Pages
Home, My campaigns, Creative, Assets, Reports, Invoices
Can start
Request a campaign, New campaign, Upload an asset

Account team

Sees every campaign in the portal.

Pages
Home, Campaigns, Creative, Launch calendar, Client files, Invoices

What’s in the marketing agency portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Campaigns

  • Campaign (text)
  • Channel (choice: Paid social, Search, Email, Out of home, Influencer)
  • Launch date (date)
  • Budget ($) (number)
  • Goal (long text)
  • Client (link)
  • Stage (choice: Requested, Planning, In production, Live, Wrapped)
  • What happens next (text)
  • Campaign lead (link)
  • Results (long text)

Creative to approve

  • Creative (text)
  • Campaign (link)
  • Approve by (date)
  • Files (file)
  • Client (link)
  • Status (choice: Ready for review, Approved, Changes requested)
  • What to look at (long text)

Asset requests

  • What we need (text)
  • Campaign (link)
  • Needed by (date)
  • Kind (choice: Photos, Copy, Information, Access)
  • File (file)
  • Client (link)
  • Status (choice: Requested, Uploaded, Checked)

Reports

  • Report (text)
  • Campaign (link)
  • Report type (choice: Launch plan, Weekly results, Monthly report, Wrap report)
  • Shared (date)
  • File (file)
  • Client (link)

Key dates

  • What (text)
  • Campaign (link)
  • Date (date)
  • Kind (choice: Launch, Meeting, Report due, Campaign ends)
  • Client (link)
  • Status (choice: Upcoming, Done)

Invoices

  • Invoice (text)
  • What it covers (text)
  • Issued (date)
  • Due (date)
  • Amount ($) (number)
  • Client (link)
  • Status (choice: Issued, Paid, Overdue)

Account team

  • Name (text)
  • Role (text)
  • Direct line (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

1 part

  • Forms

    Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Decide

1 part

  • Board by status

    Cards in columns. Drag a record to move it along.

Control

3 parts

  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A client signs in with a link sent to their email and lands on Home. They see Home, My campaigns, Creative, Assets, Reports and Invoices, and only the campaigns that are theirs. From there they can use “Request a campaign”, “New campaign” and “Upload an asset”.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

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Build your marketing agency portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited clients.

See pricing · How Pory builds a portal