Managing marketing campaigns becomes challenging when marketing teams rely on disconnected workflow tools and communication channels. Excessive time spent on manual tasks slows down operations and impacts outcomes.
The right marketing workflow software can address these issues. It offers support for email marketing workflows, social media workflows, and integration with native marketing tools.
This article explores how an advertising workflow platform transforms marketing campaigns. It also highlights how TapClicks can help your agency by unifying your core marketing activities in a single platform.
Streamline advertising operations by using TapClicks, book a demo and try a free 14-day trial.
What is an Advertising Workflow Platform?
An advertising workflow platform for agencies and marketing teams helps manage campaigns by combining task management, approval workflows, and reporting tools in one dashboard. This reduces manual tasks and improves team collaboration.
Unlike a project management tool, it focuses on marketing needs such as task assignments, feedback exchange, and campaign tracking.
It helps automate tasks so teams can focus on marketing strategy for better outcomes.
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Advertising Workflow Platforms vs. Project Management Applications
Editor's Note: Throughout this article, we discuss how marketing agencies can benefit from an advertising workflow platform like TapClicks. But TapClicks also benefits in-house marketing teams. Who you're sending reports to may change, but in-house teams still need efficient and automated workflows for planning and executing campaigns, and easy-to-master reporting and analytics for measurement and optimization.
As businesses increasingly rely on multiple digital platforms, workflow software providers have developed solutions to help remote teams collaborate. However, common project management tools like Asana, Trello, and Monday are built for general use across industries.
They lack the key features found in the best marketing workflow software, which are designed specifically for marketing needs.
To address these gaps, TapClicks offers specialized workflow software that supports marketing teams from planning to reporting. It lets you plan, execute, measure, and report on omnichannel marketing campaigns in one centralized platform.
How TapClicks Simplifies Your Marketing Operations
We modeled our advertising workflow platform from the best practice processes we saw our customers using, as follows:
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Your sales team sells a client on a service. For this example, let's say a 3-month engagement on PPC marketing (both Google Ads and Facebook Ads) and a website/SEO optimization project.
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Once the sale is final, your sales team writes the order. This includes getting the details in the right time frame, scope, and audience. This is a critical step, as a vague order can lead to misinterpretation (or inaction) from your marketing team. We've seen agencies use simple email threads for this important step; we've also seen agencies use Google Forms so the sales team can get the information to a spreadsheet; larger agencies may use a CRM platform like Salesforce.
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That order is fulfilled. However, your order was captured, and it then needs to be pulled by your marketing, creative, and accounting team. At this point, some agencies use a combination of project management software (Trello, Asana, Monday, etc.) or marketing work management tools like Workfront and various modes of inter-team messaging(Slack, email, etc.). Various heads of departments may be responsible for tracking progress, making sure marketers and designers are on the right task and have the necessary resources.
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The campaign is launched. After the initial deliverables have been designed and approved (through back and forth in platforms like Trello and Slack), they are launched. This is done by a marketer logging in and manually launching campaigns in both Google and Facebook Ads and assigning the design resource for the website build.
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Your marketing team gathers data for analytics and reporting. Most marketing and creative agencies do this by taking data out of the platforms and putting it into an Excel spreadsheet or Google Doc. If they prioritize data visualization, they take their data to PowerPoint (sometimes using free PPC report templates they found online) or Google Data Studio.
Key Benefits of Using TapClicks Over Generic Tools
When agencies invest in an advertising workflow platform, what they're doing is housing as many of those disparate processes outlined above within one ecosystem. The process doesn't necessarily change, but it is improved by using one centralized platform to assign and complete (and with TapClicks, even launch) marketing campaigns.
Here are some of the benefits your team gets from using an advertising workflow platform versus a generic project management platform:
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New clients onboard faster with fewer manual steps.
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Automated tools speed up the planning and launching of marketing campaigns.
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Handle new and existing marketing projects with ease, allowing teams to scale operations.
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Reduce time on recurring tasks and focus more on strategic marketing strategies and sales growth.
TapClicks provides the key features needed to manage every stage of your campaigns. This helps marketing teams streamline operations, deliver better outcomes, and manage more clients with fewer resources.
Get Started with TapClicks – Book a Demo Now
How To Use TapClicks to Upgrade Your Advertising Workflows
TapClicks's advertising workflow platform can be broken down into four components: TapOrders, TapWorkflow, TapAnalytics, and TapReports.
Each component works together to create an advertising workflow platform tool that marketing agencies can use to streamline communication, centralize and analyze data, show results, automate reports, and influence the next steps in their marketing strategy.
Let's look at how.
1. TapOrders: Accurately Log Customer Orders
TapOrders simplifies order management for marketing agencies, offering a structured approach to capturing customer orders. Agencies with a product catalog—such as PPC campaigns or technical SEO site audits—set up these services as pre-approved, ready-to-use order templates. Sales teams select and process orders quickly, reducing the risk of costly errors.
Pre-approved templates minimize mistakes, like offering a PPC campaign with an unrealistic timeline. Each template outlines the necessary details, ensuring the marketing team receives complete information from the start.
TapOrders also helps sales representatives identify upsell opportunities. For example, when processing an order for Facebook Ads, the platform highlights related services like Instagram Ads or backlink PR campaigns with an SEO site audit.
The order templates in TapOrders offer full customization. Agencies adjust forms based on insights gained from reporting and analytics, focusing on the most profitable services.
If you currently use a CRM platform like Salesforce, you can integrate your CRM with TapOrders. Then your order information can be transferred seamlessly from your CRM into your advertising workflow platform.
Bonus Feature: Self-Service Platform for Clients
TapOrders serves as a self-service platform for clients. Integration with existing billing systems allows clients to purchase services independently.
For example, large brands looking to capture ad revenue from smaller vendors can use TapOrders as a self-service ad platform. Vendors log in, select services, and complete secure transactions.
Agencies use this portal for additional services, including seasonal ad campaigns or increased ad spending for specific platforms.
2. TapWorkflow: Connecting Teams and Increasing Productivity
After the sales team completes the order form for a new PPC campaign, the marketing, creative, and accounting teams take over.
Typically, advertising teams assign key individuals to oversee task management. For instance, an account manager might email a designer, who then delegates tasks to a junior designer. The junior designer uploads the creative brief to a project management platform like Trello.
Manual processes like these often slow down operations. They are prone to human errors and limit the ability to scale efficiently. TapWorkflow solves these issues through automation, eliminating the need for repetitive manual coordination.
TapWorkflow routes marketing tasks automatically based on predefined business processes and approval workflows. It manages the entire process, including:
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Order completion and approvals
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Task fulfillment
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Campaign optimization
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Project completion
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Rejection and cancellation management
The process adapts easily to different business models.
After receiving an order for a Facebook and Google PPC campaign, TapWorkflow immediately alerts the relevant team members.
Plus, in TapWorkflow, tasks are procedural and status-aware, and your team only sees the tasks that are ready for them, so their dashboard isn't crowded with a long list of tasks that are irrelevant to their workday.
This helps your team stay productive and efficient because they're only working on tasks that need their immediate attention.
Turn marketing chaos into clarity. Book a demo and start a free 14-day trial with TapClicks today!
Note: The process of who gets alerted for which tasks is highly customizable and something we can set up for your company during onboarding. It's something you can change as your business grows.
Bonus Feature: Launch Campaigns with TapClicks
TapClicks now allows users to launch Google Ads campaigns directly from the platform. This feature eliminates the need for digital marketing teams to switch between tools, reducing repetitive work and saving time.
Teams no longer need to log in to Google Ads and recreate campaigns. Everything—from order capture and execution to reporting and analytics—happens within TapClicks.
More advertising platforms will be added soon, enabling complete campaign management in one unified, automated system.
3. TapAnalytics: Gain Valuable Insights into Campaign Performance
Advertising agencies use TapAnalytics to monitor two key types of KPI performance:
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Client performance
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Agency performance
Whether the focus is on the agency’s own results or those of a client, the benefits remain consistent.
TapAnalytics offers a customizable dashboard template, providing a unified view of diverse data sets in one place.
To support comprehensive analysis, TapAnalytics includes access to over 250+ instant-on marketing-specific connectors.
These connectors come with live API integrations built over the past decade to help clients scale their marketing efforts. They set up quickly—sometimes in under an hour—and pull in both real-time updates and historical data, with some platforms supporting up to 12 months of past data.
This allows marketing agencies to view metrics from Facebook Ads, Google Ads, Instagram, Snapchat, and LinkedIn alongside data from Google Analytics, e-commerce stores, and more—all within TapClicks.
Agencies can also consolidate data into a single metric for a comprehensive overview across all campaigns or clients.
For example, instead of tracking ad spend separately for each platform, all ad spend metrics can be combined into one metric labeled Overall Campaign Ad Spend.
This advanced level of data control helps marketing teams gain deeper insights. Additionally, the connectors in TapClicks are built by marketing experts specifically for marketing professionals.
For instance, when pulling data from Facebook Ads, TapClicks retrieves detailed information aligned with the original ad structure. This allows performance analysis based on demographics, audience affinity, and other relevant factors.
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4. TapReports: Save Time with Automated Reports
As a campaign progresses, marketing agencies need to create visually compelling reports that tell a clear story using the available data. TapReports makes this possible.
TapReports collects the data from the dashboard and allows agencies to share it with both internal and external stakeholders in two key ways:
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Custom permissions: Stakeholders gain access to a user-friendly reporting dashboard displaying selected data. For instance, agencies can hide profit margins so clients focus on the value delivered rather than the cost of services.
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Automated and one-time reports: Reports can be sent as one-time updates or scheduled for recurring delivery. They are available in various file formats, including PDF, PPT, and CSV, to match different reporting preferences.
All reports generated through TapReports come with white-label customization options, enabling agencies to match the reports with their own branding or that of their clients.
Use TapClicks to Deliver Better Marketing Services
The lifecycle of a marketing service—from the moment it’s sold to a client to its live launch and tracking—is often complicated by fragmented and manual processes. This happens because advertising teams, whether part of an agency or an in-house department, typically rely on multiple online tools for communication, task delegation, and campaign execution.
These tools are not always designed to support the common advertising workflows needed across different teams and departments. This leads to inefficiencies and delays.
TapClicks solves these challenges with a comprehensive platform built specifically for marketing needs. It offers streamlined order capture for accurate onboarding, automated workflows for easy campaign execution, and real-time analytics for performance tracking.
Get your custom-built dashboards. Book a demo and start a 14-day free trial!
FAQs About Advertising Workflow Platform
What is an advertising workflow platform?
An advertising workflow platform is a tool that helps marketing teams manage every stage of a marketing campaign, including order capture, task management, performance tracking, and reporting—all in one place.
How does an advertising workflow platform benefit marketing agencies?
It reduces manual tasks, improves team collaboration, and speeds up campaign execution by automating processes and centralizing data.
What makes TapClicks different from other marketing workflow tools?
TapClicks combines four key tools—TapOrders, TapWorkflow, TapAnalytics, and TapReports—to manage campaigns from start to finish within a single platform.
Can TapClicks integrate with other marketing tools?
Yes, TapClicks connects with over 250+ marketing platforms, including Google Ads, Facebook Ads, and Google Analytics, providing real-time data updates and insights.
How does marketing automation software help streamline advertising workflows?
Marketing automation software helps by reducing the need for manual data entry, automating repetitive tasks, and ensuring seamless communication between teams. With an advertising workflow platform like TapClicks, businesses can track campaign performance, automate approvals, and centralize reporting—all in one system.
