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How To Set Your Advertiser

Pick the advertiser a campaign belongs to, or create a new one without leaving the planner.

Written by Zachary Cuva

Every campaign belongs to an advertiser. This is the first step in the planner, and the campaign cannot be created without it.


Choosing An Advertiser

  1. Open the Advertiser step in the planner.

  2. Click the field and start typing. It reads "Start typing to search..." before you do.

  3. Select the advertiser from the results.

The list searches every advertiser on your account, and shows each one's logo and email domain to help you tell similar names apart.


Creating A New Advertiser

If the advertiser does not exist yet, click Create above the field. You can add it without leaving the planner, then carry on building the campaign.

*Note: Check the existing list before creating a new advertiser. Duplicates split a client's campaigns across two records, which makes reporting harder to read later.


Saving Your Choice

There is no save button. Your selection is stored as soon as you make it, and the Campaign Overview panel updates to show the advertiser you picked.

Close the step with the X in its top-right corner, or click straight through to the next step in the list.

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