Creating a Client

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."

Helpful Links:

• Shape Dashboard (Platform)
• Tags (Platform)
• Custom Values (Platform)