Documentation Index
Fetch the complete documentation index at: https://docs.adclear.ai/llms.txt
Use this file to discover all available pages before exploring further.
Adclear Features Guide
Whether you’re a marketer uploading financial promotions daily, a compliance reviewer signing off content, or a new client figuring out what Adclear can do for your team — this guide covers the features available on the platform, with practical examples grounded in real financial promotion workflows.Features are split into two categories: included features that are available to all clients, and add-on features that can be unlocked as part of your plan. Reach out to your Adclear contact if you’d like to discuss enabling any add-ons.
Included Features
These features are available to all Adclear clients and can be toggled on or off in your site settings.Escalations
Escalations
What is it?
Escalations let a compliance reviewer flag a financial promotion and route it to a specific person — typically someone in legal or senior compliance — when a decision is above their pay grade or requires specialist input.Think of it like an internal escalation pathway baked directly into your promotion review workflow. Instead of firing off a Slack message or an email saying “hey, can you look at this?”, the escalation happens inside Adclear, is tracked, and stays attached to the promotion.How it works
- A compliance reviewer opens a promotion in Adclear and decides they need a second opinion.
- They hit Escalate and select the person (or role) they want to escalate to — for example, your Head of Legal.
- That person receives an alert (via Slack or email, depending on your notification settings) and is pulled into the promotion thread.
- They leave a comment with their input.
- The promotion returns to the original compliance reviewer, who makes the final decision based on that guidance.
Who can do this?
Escalations are initiated by Compliance or Compliance Admin users. Marketing users do not escalate to legal directly — see the Marketing User Guide for the marketing-side escalation route (to a risk acceptor) and How Roles Work for full role permissions.Escalation history is stored against every promotion, so you always have an audit trail of who was consulted and when.
Practical example
A compliance team is reviewing a paid social post promoting CFD products. The disclaimer looks correct, but the copy includes a performance comparison claim they’ve not seen before. Rather than rejecting it outright or approving something they’re unsure about, the reviewer escalates it to the Head of Legal directly in Adclear. Legal leaves a comment confirming the claim is compliant if the source is cited, the reviewer adds that feedback as a comment back to the marketer, and the promotion is approved — all within the same thread.
Where it adds value
- Reduces informal back-and-forth on Slack or email that leaves no paper trail
- Keeps all commentary and decisions attached to the promotion itself
- Supports audit requirements by maintaining a clear record of who was consulted and why
- Particularly useful for higher-risk products (e.g. CFDs, leveraged instruments) where decisions may require legal sign-off
Evergreens
Evergreens
What is it?
The Evergreen feature lets you set a next review date on any approved financial promotion. When that date arrives, the promotion is flagged for re-review — prompting your team to check it’s still accurate, compliant, and relevant before it continues to run.How it works
- When a promotion is approved in Adclear, the reviewer (or uploader) can toggle Evergreen on.
- They set a date for when the promotion should be reviewed again.
- When that date is reached, the promotion moves back into the review queue with a “Due for re-review” status.
- The assigned reviewer is notified and can re-approve, request changes, or archive the promotion.
When would you use this?
- Promotions with time-sensitive claims (e.g. “over 2 million clients worldwide” — this number changes)
- Campaigns tied to a regulatory permission with an expiry date
- Evergreen content (social media bios, landing page banners, partner assets) that sit live for months at a time
- Any promotion where you want to build in a periodic compliance check without relying on someone to remember
Practical example
A marketing team approves an email campaign promoting a vanilla investment product. The email includes a reference to their current account opening bonus. The compliance reviewer knows this offer expires at the end of the quarter, so they set an Evergreen review date for 30 days before expiry. When the date hits, the promotion is flagged, the marketer updates the offer copy, and it goes back through review — avoiding the risk of the outdated promotion continuing to run.
Where it adds value
- Removes reliance on manual calendar reminders or spreadsheets to track promotion expiry
- Supports ongoing compliance by ensuring content doesn’t become stale or misleading over time
- Particularly useful for always-on content like social media bios, affiliate landing pages, or evergreen email journeys
Self-Approvals
Self-Approvals
What is it?
Self-Approvals is a longer-term direction we are working towards with selected organisations under controlled rollout. Once your AI agents are trained and validated against your policies and review history, eligible promotions can be automatically approved — freeing your team to focus on the edge cases that genuinely need human judgment.This is not a default capability and is not a free-for-all. It is controlled, product-specific, and dependent on alignment between the AI’s assessment and your compliance team’s decisions over time.How it works
- During your initial period on Adclear, your agents learn from your policies and review history.
- Adclear monitors how often the AI’s assessment matches what your compliance team would have said.
- Once readiness criteria are met for a given product or channel, self-approvals can be enabled — under the controls described in the dedicated Self-Approval page.
- When a promotion meets the threshold, it’s automatically approved and logged.
- Promotions that don’t meet the threshold are still routed to a reviewer as normal.
Control by product and channel
Self-approvals can be enabled or disabled per product and channel. For example:| Product | Self-Approval Status |
|---|---|
| Stocks & Shares ISA | ✅ Enabled |
| General Investment Account | ✅ Enabled |
| CFDs | ❌ Disabled (routed to compliance) |
Where it adds value
- Reduces time-to-market for low-risk promotions
- Frees compliance teams to focus on complex, high-risk, or novel content
- Builds a defensible, auditable record of every auto-approval decision
- Scales with your marketing output
Multi-Select (Products & Channels)
Multi-Select (Products & Channels)
What is it?
Multi-Select allows marketers to tag a single financial promotion against multiple products and/or multiple channels at the point of upload — reflecting how most real-world promotions actually work.How it works
When uploading a promotion, the uploader can select more than one product and more than one channel from the available options. Adclear then applies the relevant policy rules for every combination selected, ensuring nothing falls through the cracks.For example, if a promotion covers both a Stocks & Shares ISA and a General Investment Account, and is intended for both email and paid social, Adclear checks it against:- ISA email rules
- ISA paid social rules
- GIA email rules
- GIA paid social rules
This matters because different channels have different disclaimer requirements. An email promoting a CFD product has different required risk warnings to a social media post promoting the same product.
Practical example
A marketer uploads a co-branded campaign asset that will run across both Instagram and a partner newsletter. The asset references two products: a vanilla investment account and a CFD offering. They select both products and both channels at upload. Adclear flags that the CFD disclaimer required for the newsletter is missing, while the Instagram version is compliant. The marketer fixes the newsletter version before either goes live.
Where it adds value
- Prevents siloed reviews — no more submitting the same creative four times for four channel/product combinations
- Catches disclaimer gaps that only apply to specific channel and product combinations
- Gives compliance teams a full picture of where a promotion will appear and what rules apply
- Feeds accurate data into your Rejection Reasons reporting (see below)
Rejection Reasons
Rejection Reasons
What is it?
Rejection Reasons lets compliance reviewers attach a specific reason every time they reject or request changes to a financial promotion — either from a preset list of common reasons or a custom reason they type in themselves.Over time, this builds a data layer that shows you exactly why promotions aren’t passing first-time review.How it works
- When a reviewer rejects a promotion or requests changes, they select one or more rejection reasons from a dropdown.
- They can choose from stock reasons (e.g. “Missing risk warning”, “Unsubstantiated claim”, “Non-compliant disclaimer”) or add a custom reason specific to that promotion.
- The reason is attached to the promotion record and visible to the uploader.
- Over time, rejection reason data is aggregated in your Adclear dashboard — showing you which reasons come up most often, by product, channel, or team.
Practical example
After two months of using Adclear, a compliance lead pulls the rejection reasons report. It shows that 34% of social media promotions are being rejected for “Missing CfD risk warning ratio.” This insight is shared with the marketing team in their next catch-up, and a template is added to the social media brief checklist. The following month, that rejection reason drops to 8%.
Where it adds value
- Turns every rejection into a structured data point, not just a comment in a thread
- Helps identify systemic gaps in marketing team knowledge or briefing templates
- Supports compliance reporting — you can evidence why promotions were rejected and what was done about it
- Surfaces the specific patterns the AI agents need to learn over time
Reviewer / Collaborator on Upload Form
Reviewer / Collaborator on Upload Form
What is it?
This feature lets the person uploading a financial promotion designate a specific reviewer or collaborator at the point of upload — before the review process even begins.Instead of promotions landing in a general queue for whoever picks them up, they go directly to the right person.How it works
- When a marketer uploads a promotion, the upload form includes a “Send to” field.
- They select the reviewer or collaborator they want to assign the promotion to — for example, the compliance manager for a specific product line.
- That person receives an alert and the promotion appears in their personal review queue.
- They can approve, reject, comment, or escalate as normal.
This is different from Escalations. The reviewer is assigned at upload before review begins. Escalations happen during review when a decision needs to be pushed upward.
Practical example
A marketing team has two compliance reviewers: one who handles all CFD-related content, and one who covers everything else. When a marketer uploads a social post about CFD trading, they select the CFD compliance reviewer directly in the upload form. The promotion goes straight to the right inbox — no queue-checking, no reassigning, no delays.
Where it adds value
- Eliminates the ambiguity of a shared review queue
- Speeds up review turnaround by routing promotions to the right person immediately
- Supports accountability — it’s clear who is responsible for reviewing what
- Pairs well with Slack & Email Alerts (see below) so the assigned reviewer is notified instantly
Multi-Level Approvals
Multi-Level Approvals
What is it?
Multi-Level Approvals lets you define a chain of reviewers a promotion must pass through before final sign-off — for example, marketing lead first, then compliance — instead of relying on manual reassignment between each step.This is an upcoming capability. If your team has a specific approval flow in mind (sequential, parallel, or a combination), share it with your Adclear contact ahead of release so the configuration meets your needs.
How it will work
Approval flows can be configured as sequential (Reviewer A → Reviewer B → Reviewer C) or parallel (Reviewer A and Reviewer B at the same time), or a combination of both. Marketers will be able to select a preset flow at upload, and the promotion will automatically route through each step.Until it’s available
Teams currently achieve a similar outcome by manually reassigning reviewer at each step — uploader submits to the first reviewer, who reassigns to the second after their review, and so on. It’s not the cleanest path, but it works.Where it will add value
- Removes manual reassignment between review stages
- Supports formal sign-off chains for higher-risk content
- Provides a clear audit trail across multi-stakeholder approvals
Slack & Email Alerts
Slack & Email Alerts
What is it?
Adclear integrates directly with Slack and email to keep your team informed in real time — without anyone needing to log in and check the platform constantly.How it works
In your Adclear settings, you can connect a Slack channel (or multiple channels) to your site. Once connected:- Every time a promotion is uploaded, reviewed, commented on, or escalated, a notification appears in the designated Slack channel.
- Each promotion gets its own thread in Slack, keeping conversations tidy and searchable.
- Users who are tagged or assigned to a promotion receive a direct notification — not just a general channel ping.
- Email alerts work the same way for users who prefer email over Slack.
Practical example
A marketer uploads a new influencer partnership post on a Monday morning. The assigned compliance reviewer gets a Slack notification with a link directly to the promotion in Adclear. They review it, leave a comment requesting a risk warning adjustment, and the marketer gets a Slack notification back. They update the asset, re-upload, and the reviewer approves — all tracked in a single Slack thread, all logged in Adclear.
Where it adds value
- Keeps review cycles fast — notifications in Slack mean reviewers don’t need to log in to know something needs their attention
- Reduces the “did you see my submission?” messages between marketing and compliance
- Creates a lightweight, real-time audit trail visible to the whole team
- Pairs with Reviewer on Upload Form and Escalations for a fully connected workflow
Get Help & In-Product Support
Get Help & In-Product Support
What is it?
Adclear has built-in support directly inside the product, so questions, suspected bugs, and feature ideas can be raised in the right context without leaving the platform. This includes the Get Help bot and the ability to tag@adclear-support on any specific comment.How it works
The Get Help button is available in the top right of any promotion (and via the chat icon in the bottom left). It opens the Adclear support bot, which routes your message into one of three intake flows:- I have a question — for “how do I…” or “why is this…”
- I found a bug — for broken behaviour or things not working as documented
- I want a new feature — for ideas and improvements
@adclear-support on any individual comment within a promotion. This is the right route when Adclear has flagged something incorrectly, or missed something it should have flagged — because it ties the support request directly to that asset and that comment.Where it adds value
- Keeps support requests tied to the asset or comment they relate to, so triage is faster
- Categorises requests at intake (question / bug / feature) so they land with the right team
- Provides a consistent route for raising issues without breaking flow
Figma Integration
Figma Integration
What is it?
Marketers who design promotional content in Figma can import frames directly into Adclear without exporting to PDF first.How it works
During upload, choose the Figma Link option, paste your Figma URL, and select the specific frame to bring into Adclear as your asset. See the Single upload section of the Marketing User Guide for the full flow.Direct Figma integration is being expanded so frames can be imported with even fewer steps. If your team works primarily in Figma and would benefit from deeper integration, your Adclear contact can confirm what’s currently available and what’s on the way.
Where it adds value
- Removes the export-to-PDF step that introduces compression and quality loss
- Keeps the source of truth in your design tool
- Speeds up the path from creative draft to compliance review
Add-On Features
These features are available as part of upgraded plans or can be added to your existing setup. Speak to your Adclear contact to learn more or arrange a demo.Claims Management
Claims Management
What is it?
Claims Management gives your marketing team a centralised, pre-approved library of claims — the specific statements, statistics, and marketing language that have already been validated by compliance and are safe to use in financial promotions.Instead of every marketer re-inventing (and re-submitting) the same claims, they pull from a shared bank. Adclear checks any uploaded promotion against this library and flags if an unapproved or outdated claim has been used.How it works
- Compliance builds and maintains a Claims Library in Adclear — a list of approved statements, statistics, and phrases (e.g. “Over 2 million clients worldwide”, “Award-winning platform”, “FCA regulated since 2005”).
- Each claim is tagged with an approval date and optional expiry date.
- When a promotion is uploaded, Adclear scans it against the library.
- If a claim is present and approved — no flag. If a claim is unrecognised or expired — flagged for review.
- Adclear also picks up on near-miss variants of approved claims — for example, if your library says “100 million members” but the promotion uses “1,000 members”, that mismatch is flagged so you can correct it before it goes live.
- Compliance can approve new claims directly in Adclear, adding them to the library for future use.
Practical example
A marketing team wants to include “Trusted by over 2.5 million investors worldwide” in an email campaign. The Claims Library shows this was approved six months ago and is still valid. Adclear passes the promotion without flagging it. Meanwhile, a different marketer uses a slightly different version — “Used by more than 2.5 million traders” — which isn’t in the library. Adclear flags it, compliance reviews the wording, approves the variant, and adds it to the library for future use.
Where it adds value
- Prevents unapproved or outdated claims slipping through into live promotions
- Catches variant claims that drift from approved wording — even if the underlying claim is correct
- Dramatically reduces back-and-forth on standard, repeatable marketing language
- Keeps compliance in control of approved messaging without becoming a bottleneck
- Supports substantiation requirements by maintaining a record of when claims were reviewed and approved
External Submission Form
External Submission Form
What is it?
The External Submission Form gives your external partners — affiliates, influencers, agencies, and content creators — a dedicated, secure way to submit financial promotions directly into your Adclear review queue, without needing a full Adclear account.It’s a lightweight external-facing form that feeds straight into your internal workflow.How it works
- Adclear generates a unique upload link for your site that you can share with external partners.
- When a partner wants to submit content for review, they open the link and fill in the form — uploading their asset, selecting the product and channel it relates to, and adding any relevant context.
- The submission lands directly in your Adclear review queue, tagged as an external submission.
- Your compliance team reviews it using exactly the same workflow as internal promotions — the partner can’t see anything else on your Adclear site.
- Feedback and approval/rejection decisions can be communicated back to the partner through your usual channels.
External partners only see the upload form — they have no access to your internal promotions, policies, or review history.
Who is this for?
- Influencers and content creators who produce sponsored financial content on your behalf
- Affiliate partners who create their own promotional materials referencing your products
- Media agencies submitting creative for sign-off before publication
Where it adds value
- Brings external partner content into the same compliant review process as internal promotions
- Eliminates untracked, informal approval via email or WhatsApp
- Reduces compliance risk from influencer and affiliate content
- Saves significant time for your compliance team by removing manual submission handling
Affiliate Monitoring
Affiliate Monitoring
What is it?
Affiliate Monitoring tracks post-publication content — websites and Discord channels — associated with your affiliates and partners. Once content is live, Adclear continues monitoring it for compliance issues and deviations from Approved Copy, building a full audit trail over time.Currently supported channels:- Websites — single URL or domain tracked over time, with version history per recheck
- Discord — message monitoring within configured channels, evaluated against Approved Copy
How it works
For full workflows, configuration, and operating cadence, see the Affiliate Monitoring & Affiliate Hub page.Where it adds value
- Closes the gap between content you’ve approved and content being published in your name
- Provides a defensible, proactive compliance posture
- Particularly important for affiliate and influencer channels where regulatory scrutiny continues to tighten
- Reduces the risk of consumer complaints arising from non-compliant third-party content
Quick Reference
Here’s a summary of all features and who they’re most relevant to.| Feature | Marketing | Compliance / Legal | Onboarding Priority |
|---|---|---|---|
| Slack & Email Alerts | ✅ | ✅ | 🔴 Set up at launch |
| Reviewer on Upload Form | ✅ | ✅ | 🔴 Set up at launch |
| Multi-Select | ✅ | ✅ | 🔴 Set up at launch |
| Get Help & In-Product Support | ✅ | ✅ | 🔴 Available at launch |
| Figma Integration | ✅ | — | 🔴 Available at launch |
| Rejection Reasons | — | ✅ | 🟡 Week 1–2 |
| Escalations | — | ✅ | 🟡 Week 1–2 |
| Multi-Level Approvals | ✅ | ✅ | 🟢 Upcoming |
| Self-Approvals | ✅ | ✅ | 🟢 Controlled rollout |
| Evergreens | ✅ | ✅ | 🟡 As needed |
| Claims Management | ✅ | ✅ | 🟡 Add-on |
| External Submission Form | ✅ | ✅ | 🟡 Add-on |
| Affiliate Monitoring | — | ✅ | 🟡 Add-on |
Related pages
Getting started
Set up your account, sign in, and get oriented.
Talk to us about add-ons
Interested in Claims, External Submission Form, or Monitoring? Get in touch.