Paid media client portal example

Preview a client-facing portal for collecting ad account access, campaign budgets, landing pages, tracking details, creative assets, and approvals.

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Product proof

Campaign launches stall when tracking, creative, and account access arrive separately. This example puts them in one workflow.

K

Website Redesign Onboarding

Kicklayer · Acme Studio

0/6Due later
Progress0%

Project Overview

Goals, deadlines, and context before work starts.

0/3 complete
Long textRequired

Main goal of the redesign

Client answer
Short textOptional

Fixed launch deadline

Client answer
Long textRequired

What is not working on the current site?

Client answer

Brand Assets

Usable source files instead of low-resolution attachments.

0/3 complete
File uploadRequired

Primary logo files

Drop a file or click to browse

Images, PDFs, docs, CSV

File uploadOptional

Brand guidelines

Drop a file or click to browse

Images, PDFs, docs, CSV

File uploadOptional

Photography or image library

Drop a file or click to browse

Images, PDFs, docs, CSV

Access Details

Access requests stay inside the onboarding flow.

0/3 complete
Credential vaultRequired

Domain registrar access

Collected in the workflow instead of email.

Add credential

Sensitive
Login URL
Username
Password
Credential vaultRequired

Hosting or CMS access

Collected in the workflow instead of email.

Add credential

Sensitive
Login URL
Username
Password
URLOptional

Analytics dashboard link

Client answer

Approvals

Who signs off before launch.

0/2 complete
Short textRequired

Final decision maker

Client answer
CheckboxRequired

I understand incomplete assets can delay kickoff

Client answer