Approval workflow for marketing agencies
Run campaign approvals — ads, landing pages, social posts, email creative, videos, and briefs — through one protected client portal with a clear decision history.
The approval chaos this replaces
Marketing work is high-volume and time-sensitive. Approvals get scattered across email, WhatsApp, shared drives, Notion docs, ad previews, and creative tools. When a campaign is ready to go live, no one wants to search through old messages to prove which version the client approved.
How NudgePort helps
NudgePort gives each client approval project a protected portal. Add campaign assets as links or short text, send the portal to your client, and they can approve, request changes, or leave focused feedback per item.
For agencies, team members can be assigned to phases, and project groups help organize larger campaigns or retainers without exposing one client contact's portal to another.
Every approval, version, and comment is stored in the project history.
Common approval items
- Ad creative and copy variations
- Landing page mockups and staging URLs
- Social content calendars in Notion or Sheets
- Email designs and preview links
- Video ads on Loom, YouTube, Vimeo, or Drive
- Media plans and campaign briefs
- Short text approvals for headlines, hooks, captions, and ad copy
The approval workflow
- 1Create a project for your client
- 2Add approval items as links or short text
- 3Send the protected client portal
- 4Your client verifies their email with a one-time code
- 5Client approves, requests changes, or leaves feedback
- 6NudgePort keeps a timestamped approval history
What you get
- Protected client portal
- Email code verification
- Phase assignment for team members
- Project groups for campaigns and retainers
- Approval exports and activity CSV
- Version-by-version approval history
- Advanced branding on Agency
- Priority support
Frequently asked questions
Can I assign phases to team members?
Yes. On the Agency plan, you can invite team members and assign specific phases to owners on your team.
Can I group related campaign projects?
Yes. Agency workspaces can use project groups to organize related approval projects under one campaign, event, retainer, or client engagement.
Can I export a record of client approvals?
Yes. Agency plans include approval exports and activity CSVs for handover, reporting, and internal records.
Do clients need a NudgePort account?
No. Clients open the protected portal link, verify their email with a one-time code, and can approve, request changes, or leave feedback without creating a NudgePort account.
Does NudgePort store my campaign files?
No. NudgePort stores the approval record, comments, statuses, and version history. Your original files stay in the tools you already use.
Try NudgePort on your next approval
Your first project is free. No credit card required.