Creating a New Client

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

To create a new client:

  1. Go to Main Menu [] > My Organization.

  2. Select the Clients/Brands tab.

  3. Click New Client.

    The Create New Client page with the fields listed below

  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 Manage Brands.

    1. Select Create a new brand to create a new one.

    2. Enter the Brand Name.

    3. Select the Vertical.

      If you are creating a brand for political campaigns, select the Sensitive Categories > Political (Elections) vertical to see additional fields for political ad details. These details apply to every ad that is uploaded for this brand.

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

  9. Select Create.

  10. If you have Payment Terms permissions, you can add Terms & Conditions to clients. See Creating Client Terms & Conditions for more information.

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