How to Create an Advertiser

To create and manage advertising campaigns in Geneva, you must first create the advertiser record for the business running the campaign.

What you should know:

• If you use the Modular Order Entry (MOE) system, advertisers can create their own account so that business information, campaigns, editorial groups, and contracts are automatically set up in Geneva.

• Geneva sends the advertiser’s primary contact instructions for creating a user account. The information is contained in the welcome e-mail or contract live e-mail (depending on which e-mail template you choose to include the information in). The user account that the advertiser creates has advertiser permissions only and will allow them to access Merchant Center.

Before you begin:

• You must add one or more contacts to your reseller account to be able to select them as your organization's sales contact for the advertiser. A sales contact is required when creating an advertiser.

• You must perform a search to see if the advertiser’s business name already exists in Geneva. To avoid confusion, you should use a unique business name for the new advertiser. After you perform an advertiser search, the Create Advertiser button becomes available to start the advertiser creation process.

Procedure:

1. Click the Create Advertiser button. The Advertiser Maintenance page opens with the Advertiser tab selected by default.

2. In the Business Name box, type the business name you want to use for the advertiser. Be sure the name you enter does not already exist (from the search you performed earlier).

3. Optionally, enter an account number and/or customer ID for the advertiser. These items are not required, but you might decide to use them as internal numbers for record keeping (for example, as a billing number).

4. If you are also using Geneva Web Services (GWS), you can specify an optional external ID for the advertiser. This ID must be unique and is usually an ID that you use at your company for identifying the advertiser.

5. If you have sales regions set up with your reseller account, select the appropriate sales region for this advertiser in the Reseller Sales Region box. If you do not have sales regions set up, this box is not available.

6. Specify a primary contact for the advertiser:

   1. Click the Contacts tab.

   2. Click the Add Contact link. The page refreshes with a contact form.

   3. In the Contact Type box, select Primary contact.

   4. Provide all applicable contact information for your primary contact within the advertiser’s organization. First name, last name, and e-mail address are required.

   5. Click OK. The page refreshes and shows the contact as the advertiser’s primary contact.

7. Specify one or more sales contacts from your organization who represent the advertiser:

   1. Under the Contacts tab, click the Select a Sales Contact link. The Search Contacts dialog box opens.

   2. Provide as much information needed to help search for the sales contacts, and then click Search. The dialog box refreshes to show contacts who meet your search criteria. If the contacts you want do not appear in the list, you can enter different criteria and try your search again. If you still cannot find the appropriate contact, the contact may still need to be set up in your reseller account.

   3. Select one or more check boxes for the sales contacts, and then click Done. The page refreshes and shows all contacts.

8. Click Save. The new advertiser is created.