---
title: "Create an advertiser"
description: "Create an advertiser in six steps — name, Active, categories, the Advanced settings and Additional information sections, Save — and what appears after the first save, card by card."
type: "howto"
audience: [network-manager, advertiser]
keywords: [advertiser, create advertiser, new advertiser, category, advertiser domain, private, contact email, analytics finalization policy, feature cards, basic info]
ui_path: "Account → Advertisers → New advertiser"
---

Fetch the complete documentation index at: https://epom.com/ad-server/docs/llms.txt. Use this file to discover all available pages before exploring further. Append .md to any documentation page URL to get its markdown version.

# Create an advertiser

Creating an advertiser takes a name; everything else — categories, the advertiser domain, the
private flag, contact details — is optional, and the feature cards (targeting, limits, capping,
shares and the rest) appear only after the first save. What an advertiser is and the settings it
carries are on [Create and edit an advertiser](https://epom.com/ad-server/docs/guides/advertising/advertisers.md).

**Example.** A network signs Summit Ridge Outdoor, which will run 4 campaigns over the year.
One advertiser *Summit Ridge Outdoor* with Category *Sports & Recreation*, Advertiser domain
`summitridge.example` and the client's contact email takes one pass through the form; after
**Save** the Limits card takes the $12,000 total budget and Frequency capping the 3 impressions
per day per visitor that every campaign under it inherits.

## Typical scenarios

| You want | Do | Where |
|---|---|---|
| A new client set up with one pass through the form | **Name**, **Category**, **Email** under Additional information, **Save** | Account → Advertisers → New advertiser |
| Buyers to see the brand's domain on every bid for this advertiser | **Advanced settings → Advertiser domain** = the brand's site, e.g. `acme.com` — never the click tracker | Needs *Set Advertiser Domain (OpenRTB adomain)* on your role |
| An advertiser nobody else in the network sees in trees and reports | **Advanced settings → Private** | Advertiser edit page |
| The advertiser's figures to stay "preliminary" for the last 3 days | **Analytics finalization policy** = *Last N Days*, **Days for confirmation** = 3 | Advanced settings, saved advertiser only |

## Step by step

1. Go to **Account → Advertisers** and click **New advertiser** — the top button of the left
   action rail. In **grids** view the same action is a **New advertiser…** button above the grid
   (switch under your username → *Trees* / *Grids*).

   ![Advertisers tree with New advertiser highlighted in the action rail](https://epom.com/docs-images/ad-server/advertisers/step-1-entry-point.webp)

2. Fill in **Name** — the only required field, up to 128 characters — and check the **Active**
   toggle. It is already on unless your network's default activity status says otherwise.

   ![Basic info card with the name filled in](https://epom.com/docs-images/ad-server/advertisers/step-2-name-active.webp)

3. Optionally pick one or more **Categories**: a searchable checkbox list, each tick becoming a
   chip above it. Categories feed matching rules and reporting. If the field is not on the page,
   ask your network admin for **Advertisers Categorization**.

   ![Category picker open, two categories ticked and showing as chips in the field](https://epom.com/docs-images/ad-server/advertisers/step-3-category.webp)

4. Open **Advanced settings** for the **Advertiser domain** or the **Private** flag. Each of the
   section's settings has its own permission; with none of them there is no **Advanced settings**
   row at all. The **Analytics finalization policy** also lives here, but only on a saved
   advertiser.

   ![Advanced settings with the advertiser domain filled in](https://epom.com/docs-images/ad-server/advertisers/step-4-advanced-settings.webp)

5. Open **Additional information** for **Contact name**, **Email** and **Description**. Fill in
   the email: it pre-fills the statistic user's email if you create one later.

   ![Additional information with contact fields](https://epom.com/docs-images/ad-server/advertisers/step-5-additional-information.webp)

6. Click **Save** (toast *Advertiser saved*). You land on the full edit page: the header gains
   **Add new campaign** and an **Actions** menu, the feature rail appears on the side, and
   **Advanced settings** gains the **Analytics finalization policy**. The campaign count reads
   zero and a setup nudge offers **Create campaign** until the first campaign exists.

   ![Advertiser edit page immediately after saving, showing the zero-campaign setup nudge](https://epom.com/docs-images/ad-server/advertisers/step-6-after-save.webp)

### After the first save — the feature cards

In page order; each card can be switched on/off from the side rail when you can edit it. Which
cards you see depends on your role — see [User roles](https://epom.com/ad-server/docs/guides/admin/users-and-roles.md).

| Card | What it does |
|---|---|
| Basic info | The fields above, now with the Analytics finalization policy and a read-only **Created** date. |
| ↳ Demand partner ads.txt / app-ads.txt lines *(a subsection of Basic info, above Additional information)* | Only for an advertiser that is really a demand partner selling through its own tag — an ad network or exchange tag, a DSP seat: the ads.txt lines it asks publishers to carry. ads.txt lists sellers, so an ordinary advertiser that only buys has none. Paste the block as given; it is parsed and refused line by line if malformed, or if a line sets `OWNERDOMAIN`, `MANAGERDOMAIN`, `CONTACT` or `SUBDOMAIN`, which belong to the site's owner and the White Label page. Each line can be removed; one stored before that rule shows **Not published**. Every site where one of the advertiser's active banners runs adds them to its ads.txt block. Collapsed, its header counts the lines and any that are not published. Needs the **Advertiser ads.txt / app-ads.txt Lines (demand partners)** permission: without it the subsection is absent, and read-only shows the lines under a **Read-only** marker. A partner with no advertiser here, such as a header-bidding bidder, goes in the site's **Additional ads.txt lines** instead. See [setup by scenario](https://epom.com/ad-server/docs/guides/inventory/supply-chain-ads-txt-setup.md#scenario-3-tag-based-demand-from-another-network). |
| Targeting | Advertiser-level targeting rules applied to all its campaigns. See [Add targeting](https://epom.com/ad-server/docs/guides/targeting/add-targeting.md). |
| Price adjustment rules | Adjust gross prices by condition; advertiser rules apply before campaign and banner rules. See [Price adjustment rules](https://epom.com/ad-server/docs/guides/delivery/price-adjustment-rules.md). |
| Limits | Impression/click/conversion/budget limits across all campaigns. See [Limits](https://epom.com/ad-server/docs/guides/delivery/limits.md). |
| Per conversion action limits | Limits per individual conversion action. See [Action limits](https://epom.com/ad-server/docs/guides/delivery/action-limits.md). |
| Frequency capping | Advertiser-level frequency capping (all campaigns combined). See [Frequency capping](https://epom.com/ad-server/docs/guides/delivery/frequency-capping.md). |
| Matching rules | Category/label rules that auto-pair this advertiser's demand with inventory. |
| Matched placements | Read-only list of placements the rules currently match. Appears only while Matching rules is showing. |
| Payments | The advertiser's payment records. |
| Sharing settings | Share this advertiser with other users. See [Shares](https://epom.com/ad-server/docs/guides/collaboration/shares.md). |

![Advertiser edit page with the feature card rail](https://epom.com/docs-images/ad-server/advertisers/advertiser-cards-rail.webp)

## Caveats and exceptions

**The create form is Basic info only.** Targeting, limits, capping, payments, shares and every
other card appear after the first Save. The Analytics finalization policy needs a saved
advertiser too, so even with the permission it is only on the edit page.

**Unsaved edits are kept in your browser.** The next visit shows "You have unsaved changes from
a previous visit." with **Restore** and **Discard** — a stale draft is the usual reason a card
opens with text you do not recognise.

**Zero campaigns means nothing serves.** The setup nudge with **Create campaign** stays until the
first campaign exists.

**Category may be required or locked by your role.** Locked reads "All without category";
required refuses a save with none ("You must provide at least one category").

The caveats that apply to every advertiser — who can do this, masked shares, the advertiser
domain — are on [Create and edit an advertiser](https://epom.com/ad-server/docs/guides/advertising/advertisers.md#caveats-and-exceptions).

## Not working?

| Symptom | Check | Where |
|---|---|---|
| No **New advertiser** button | You are in grids view (button above the grid), or your role cannot create advertisers | Username menu → Trees / Grids; [User roles](https://epom.com/ad-server/docs/guides/admin/users-and-roles.md) |
| No **Category** field | Role lacks *Advertisers Categorization* | Network admin |
| No **Advanced settings** row | None of its three permissions on your role | Network admin |
| No **Analytics finalization policy** | You are on the create form; it appears after the first save | Save, then Advanced settings |
| A card is missing from the rail | Your role or share does not include it | [Which permission is missing?](https://epom.com/ad-server/docs/troubleshooting/missing-permission.md) |

The rest of the list — the advertiser domain, stale drafts, the header actions — is on
[Create and edit an advertiser](https://epom.com/ad-server/docs/guides/advertising/advertisers.md#not-working).

## Reference

Every field with its control, default and permission is on
[Advertiser reference](https://epom.com/ad-server/docs/guides/advertising/advertisers-reference.md): [Basic info](https://epom.com/ad-server/docs/guides/advertising/advertisers-reference.md#basic-info) ·
[Advanced settings](https://epom.com/ad-server/docs/guides/advertising/advertisers-reference.md#advanced-settings) ·
[Additional information](https://epom.com/ad-server/docs/guides/advertising/advertisers-reference.md#additional-information) ·
[Advertiser domain](https://epom.com/ad-server/docs/guides/advertising/advertisers-reference.md#advertiser-domain). The essentials are in the
hub's [Reference](https://epom.com/ad-server/docs/guides/advertising/advertisers.md#reference).

## Related

- [Create and edit an advertiser](https://epom.com/ad-server/docs/guides/advertising/advertisers.md)
- [Statistic user, campaigns and deletion: the advertiser header](https://epom.com/ad-server/docs/guides/advertising/advertisers-header-actions.md)
- [Advertiser reference](https://epom.com/ad-server/docs/guides/advertising/advertisers-reference.md)
- [Campaigns](https://epom.com/ad-server/docs/guides/advertising/campaigns.md)
- [Category taxonomies](https://epom.com/ad-server/docs/guides/admin/taxonomies.md)