My campaigns
Marketing agency portal
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: RequestsDescribe 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
In plain English
What is a marketing agency portal?
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. It follows the Requests pattern: someone submits, someone decides, it moves through statuses. Pory generates it from a plain-English description, with a login for each role (client and account team) that shows only what that role should see, and flat pricing with unlimited clients.
What it does
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
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The status spreadsheet had a tab per client and was out of date by Tuesday.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, labelled with its client, and the team drags a card when it moves into production or goes live. The Friday status meeting gets shorter, and occasionally cancelled.
Board by statusDone by: Account team
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. The agency fields fewer status emails and never sends one brand's results to another.
Client-only accessDone by: Client
The parts every portal is built from
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Forms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Public pages
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
Self sign-up
People create their own account and land in the role you chose for them.
File attachments
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Approve / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Assign to a person
Name who a record is for and it lands on their list, and nobody else's.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Tables
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
People directory
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Calendar
Records on a month or week view, by date.
Gallery & image grid
Records as cards or photos.
Detail view with related items
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Notices & info pages
Check-in details, benefits, updates — a page for a role to read.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
Who sees which records
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
No-Password Doors
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colours, your logo. Members see you.
Frequently asked questions
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Your marketing agency portal, live today.
Describe it in a sentence and send the invite. Unlimited clients, flat price.