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Creating a Client
Updated over a year ago

1. On your Shape Dashboard, select "Create Client."

2. Choose the currency your client utilizes in the ad platforms.

3. Create or apply Tags to your Client. Select "Next."

  • Note: Your Team Member Tag is automatically applied to all new Clients you create.

4. Enter any Custom Values that apply to your Client. Select "Next."

  • Note: If you do not see the custom value you want to apply, click "+New Custom Value" to create a new one.

5. Enter a name for your Client.

6. Select "Create."

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