Creating a New Client

You must have Organization Management permissions to create a new client. When you create a new client, you must include a billing address and contact information.

  1. Open the Main Menu and select My Organization.

  2. Open the Clients/Brands tab.

  3. Click New Client.

  4. In the Details tab, enter the Client Name.

    Advantage Users Only: Select the Advantage ID, if applicable.

  5. Enter the BIlling Address:

    • Name/Attention
    • Address
    • Address (line 2)
    • Country
    • City
    • State/Province/Region (required for United States of America)
    • ZIP/Postal Code (required for United States of America)
    • Notes
  6. Enter the Billing Contact info:

    • First Name
    • Last Name
    • Email
    • Phone/Extension
  7. Select a brand from the Manage Brands menu. Click Create a new brand... to make a new one.

    • Enter the Brand Name.
    • Select the Verticals that apply to this brand. For more information, see Brand Domains and Verticals.
    • Click Save when finished.

    Note: If you are creating a political campaign, you must apply the brand vertical Sensitive Categories > Politics at the DSP level when you upload a creative. When you select this vertical, additional fields for political ad details appear in the creative upload window. See Uploading Political Ads for more information.

  8. Select the users that can access campaigns for this client from the User Access menu.

  9. If you have Payment Terms permissions, you'll be able to add Terms & Conditions to clients. See Creating Client Terms & Conditions for more information.

  10. If you want to use naming conventions for this client, select the Naming Conventions tab. See Creating a Naming Convention Formula for more information.

  11. Click Create to save the new client.