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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