How to create clients

The client page lists all the clients that belongs to a media agency. The hierarchy is that the media agency is above the client. We also have Delta Direct DSP clients which should be used for direct clients that doesn't belong to a specific agency.

1. Creating a client

  1. Create a client by clicking the "+"-symbol in the bottom left corner and selecting "Create Client...".

  2. Choose the Media Agency which the client shall belong to.

  3. Type the Name of the client.

  4. Click on "Create"!

Create timeline

2. Client settings

When you have created the client you can edit the client. Please choose the client you just created and choose what Currency, Country, see your available Seats (if set up by your local Delta representative) and the Total Budget (for safety matters).

Edit client

Don't forget to hit "Publish changes" in the bottom right corner! Otherwise you will not be able to publish any campaigns

Next step: How to set up tracking, create portfolios and create campaigns

Now that you have created your client you can proceed to set up your tracking or create your portfolios and then start creating your campaign.

Please note that in order to set up a retargeting campaign you need to set up your tracking.


Last modified: Tue Aug 07 2018 15:35:08 GMT+0200 (CEST)

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