DFY Ads CRM
Dashboard

Onboard a new client

Add them yourself, or send a link and let them fill it out.

New client details
Keep it to the essentials — you can add more from the profile later.
Let the client fill it out
Generate a one-time link, send it to your client, and their details submit straight into the dashboard — same onboarding flow, no extra work for you.
What happens next
Automated on onboarding.
  1. 1. Add to DFY Ads CRM
  2. 2. Apply DFY Ads Client tag
  3. 3. Create client profile
  4. 4. Set campaign status to Preparing
  5. 5. Create private client dashboard
  6. 6. Populate important links & first action items
  7. 7. Send welcome message
  8. 8. Create onboarding task

The welcome message is sent individually — the client never sees other DFY clients.

Loading onboarding defaults…