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How Do I Create a New Advertiser in Proposals?

Learn how to create a new advertiser in Ui.Marketing when creating a proposal. 

To create a new advertiser/customer/client in Ui.Marketing, you must create a proposal or an order for them. Below we walkthrough the process to create a new advertiser when creating a proposal. 

Step-by-Step Guide

  1. Navigate to https://ui.marketing/campaign-hub/proposals.

  2. Click Create New in the top left-hand corner.
  3. Click Proposal then click Create New Proposal.
  4. Click on the Advertiser field and search for your advertiser.  
  5. Don't see them? Click Create New.
  6. Click the "Partner" field and select your partner from the drop-down menu. 
  7. Click the "Division" field and select your division from the drop-down menu.
  8. Click the "Advertiser name" field and type in your advertiser's name. 
  9. Click the "Advertiser Website" filed and enter in their website. 
  10. Click the "Industry" field and select the industry which best describes your advertiser. 
  11. Click Save. Your new advertiser has been created and is ready to use to create proposals and orders for. 

💡 Pro Tip: When adding the website and industry, make sure these are as accurate a possible as our AI Media Planner users this information to help generate insights, audience profiles, and product recommendations.