How-To Guides

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How To: Export a Workflow
How To: Export Master Data
How To: Filter Campaigns by Workflow
How To: Flag Tasks so They Appear in the Client Portal
How To: Give Clients Access to the Client Portal
How To: Import Master Data
How To: Install the Advvy Excel Addin
How To: Make the Campaign dates match the Media Plan Flighting after a Sync
How To: Manage Media Types
How To: Manage Personal Email settings
How To: Managing a Workflow
How To: Manually add the Advvy Add-in to Excel
How To: Pin Advvy to Microsoft Teams
How To: Pull Advvy Reference data into Excel
How To: Set up SharePoint Integration
How To: Share a Client-Specific Campaign View
How To: use Auto-Schedule for Workflows