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How to create a new Brand or Master Client

Brands correspond to real-world trademarked names for a Company’s end-products and services.  For this reason, Brands are sometimes referred to as “Products” and the terms are interchangeable in Pulse.

Brands are a global setup in Pulse and exist across a Pulse Network. A Brand belongs to a Master Client, who is the trademark owner of that product or service. Whilst this Master Client owns a Brand, they may not always be the “Billing Client” for Projects that involve a particular brand or product – many different Pulse Offices may work on the same Brands in different markets for different Customers.

The management of the global brand directory is a complex process that is maintained by the Pulse Support Team.

Adding New Brands (aka Products) in Pulse

Please Note: Currently new Brands & Master Client can only be added by Pulse Support. We are in the process of redeveloping the management of Brands (aka Products) in Pulse to automate the process of adding and approving new Brands.

Existing Brands can be mapped to an Office by an Operations User by going to the Address Book  > Offices > Product Mapping tab and searching in the existing Brand directory.

Before a new Brand can be added to the Global directory of brands it must satisfy certain legal and practical requirements. It is good practice to include a website so that the support team can check that this is a real brand, and does not violate any of the rules for brands.

What cannot be a brand:

  • Anything that indicates legal statute,
  • geographical data,
  • project type,
  • audience and similar attributes.

1. Navigate to the Address Book > Brands

Screenshot of the Address Book highlighting the Brands tab

2. Click “Add New Brand” button

Screenshot of the Brands tab highlighting the “Add New Brand” button

3. Enter the name of the Brand

Screenshot of the Add Brand modal highlighting the “Brand” name field

4. Select Master Client

Brands (aka ‘Products’) must be mapped to an existing Master Client.

If you need to set up a new client you will need to do this before setting up the new Brand or Product.

To create a new Master Client follow the same steps listed here, however, go to the ‘Master Client‘ tab inside the Address Book and click ‘Add Master Client’.

Screenshot of the Add Brand modal highlighting the “Master Client” dropdown

5. Select Network

Brands or Products must be mapped to an existing Network.

Screenshot of the Add Brand modal highlighting the “Network” dropdown

6. Select Status

Brands can be either in an “Active” or “Archived” state. For a brand to appear in select lists and search results it must be Active.

Screenshot of the Add Brand modal highlighting the “Status” options

7. Select Availability Across Networks

You can make this brand available across Networks or limited to a single Network.

Screenshot of the Add Brand modal highlighting the “Available Across Networks” toggle

You have successfully added a new Brand or Product.

KB.44857

Updated on August 5, 2024

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