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."