Core Modules

Customer Portal

The Customer Portal is a unique, private page designed to make collaboration with your advertisers seamless. Think of it like a Google Doc — anyone with the link can access it, no login needed.

It’s fully configurable and built to give your advertisers a great experience: they can view booked slots, upload assets, check metrics, comment, and more — all in one place.

✨ Key Features

No login required — frictionless access
One link per customer
Fully customizable per customer
Central hub for content, metrics, and communication

Slots

The default landing section of the portal — here your advertiser can manage their upcoming, current, and past bookings.

Intro Message

Here you can customize a welcome message to all your advertisers. This section is shared across all your portals and is often used to welcome advertisers and provide instructions on how to proceed. You can tailor this to provide the best experience.

Tip: Use this space to give clear next steps or a personal touch!

Contact Point

For each customer, you can customize a contact point in your team that can be reached in case any extra help is needed. This is optional — if no person is selected, nothing will be shown.

Customer Message

Here you can customize a message specific to each customer. You can add details from the campaign or the briefing. This is also an optional field.

Filters

Let your customers narrow down their view by:

Publication
Placement
Slot status (e.g. hide/show past slots)

Past slots are those with a slot date older than today.

Slots Table

Each row represents a booked slot. Customers can:

Click the row to open and edit the slot
View metrics (if enabled)
Leave comments (if enabled)
See the related deal name (if enabled)

Past slots are sorted newest first, so recently completed work stays easy to find.

Status

✅ Approved: Slot has been reviewed and approved.
⚠️ Due in X days: Slot is unapproved and within 7 days of due date — urgency warning.
🟡 Due in X days: Slot is unapproved and more than 7 days away.
✅ Completed: Past slot that has already run.

Date

This column shows the date the slot runs and is booked in your calendar.

Publication & Placement

These columns show the names of the respective publication and placement the slot has been booked in.

Actions

Here are the actions the customer can take. They can:

Open the slot to edit and upload the content for that ad
Open the slot metrics (if available)
Open the comments to send you a message

Actions 2 and 3 are optional and can be disabled in the portal settings.

Slot

Each slot has its own page — here advertisers manage content, approve it, see metrics, or leave comments.

Content

At the top of the page, you can include an optional placement helper text — often used to provide specific instructions for this placement. This can include things like how to fill out the content, formatting requirements, specs, etc.

On the top right corner, your customer will see the option to approve the slot.

Once approved, the slot becomes locked — meaning they can no longer make any changes.

Once a slot is approved, the customer can’t edit it anymore — but you can always revoke the approval as an admin if needed.

There’s also a handy Reuse assets option. This lets advertisers pull in assets from any of their previous slots and reuse them for this one — saving time and effort.

All the fields shown come from the placement settings in your publication. You can configure field limitations (e.g. image size, max character/word counts, etc.), organize related fields into groups, and use structured fields like single select, multi-select, and collection fields when you need consistent answers from customers.

Finally, at the bottom, there's an Extra assets box where customers can upload additional files or drop in links if needed.

Metrics

Here you can show post-performance metrics for a slot. In the settings, you can choose which metrics to show your customer.

If you'd like, you can also show a preview of the publication on the right-hand side, so the customer can see how the final ad looked in context.

Preview feature only works with certain ESPs.

Comments

A shared space for you and the advertiser to collaborate. You can tag people on your team or people from the customer's contacts by typing @ and selecting someone from the list.

This ensures they’ll receive the comment and keeps everything organized within the context of the slot.

Reports

This section allows an advertiser to see all their past slots with metrics, and view the content and the performance side by side.

They can also export the report as a CSV or PDF — great for sharing wrap-up reports.

Portal report access can be scoped per customer. Use this when one advertiser should see their full reporting view while another customer should only see slots, content, or limited metrics.

Deals

If a deal is marked public in your admin dashboard, it appears here.

Advertisers can see all slots tied to that deal
Leave comments or ask questions directly on the deal
Perfect for multi-slot or long-term agreements

For agency or parent-child customer relationships, portal visibility can include slots from child customers when that access is enabled. This lets an agency or parent customer review related bookings without giving every advertiser the same portal view.

Storefront

Want to let advertisers book more slots on their own?

You can enable a storefront directly in the customer portal
Use a global storefront, or create a customer-specific one with tailored inventory and pricing for this customer

Portal Settings

You can manage all your portal settings from the Workspace Settings.

From here, you can:

Toggle what is visible (or hidden) in your customer portals
Set the default intro message that shows up at the top of every portal
Choose whether deal names appear next to portal slots
Set the default customer contact point shown in the portal
Control whether customers can access reports, metrics, comments, deals, or storefronts

Everything is configurable — so you can tailor the experience to fit your workflow and customer needs.

If you're logged in, you can edit the settings directly from any portal by clicking the ⚙️ icon in the top right corner. This lets you preview changes in real time and see exactly how they affect the portal.

You can toggle between Admin view and Customer view using the button in the top right corner. This lets you preview exactly how the customer sees the portal. The Admin view gives you extra functionality — like inline editing for many fields and quick access to admin links and actions — to make managing everything easier.