In Exchange you have the possibility to manage Private Deals that restrict access to the inventory to a reduced group of buyers. There are different types of deals that may be created:
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This article details the steps to follow to create and manage Private Deals directly from the platform.
Within the 'Exchange' tab find the Private Deals option.
Here you`ll able to create private deals to run in 'Rubicon' and in 'E-Planning DSP'. The PD must be created accoding to where it must run afterwards.
List
- Name
- Status
Possible statuses:
- Pending
- Approved - In Orders
- Approved
- Rejected
- Time and date of registration
- Deal ID (If unavailable a '-' sign is shown)
Registration/Edition
Rubicon PD upload form:
E-Planning DSP upload form:
- Name (mandatory): State the deal's name.
- Type (mandatory only for 'Rubicon'): Indicate what type of deal it will be.
- Hub (mandatory): Choose the hub where the PD will run.
- Minimum price (USD/CPM) (mandatory): Indicate a price (in dollars) agreed for the deal.
- Partners (DSP) (mandatory only for 'Rubicon'): Set the DSP/s where the deal will run. The options list will display upon writing 2 or more characters.
- Buyers (Agency) (optional): The list shows all available buyers. The options list will display upon writing 2 or more characters. You may select more than 1.
- Advertiser (optional - only available for 'Rubicon'): In case it is a direct deal with some advertisers, you may or may not select them from the available ones. The options list will display upon writing 2 or more characters. You may select more than 1.
- Sites (optional): All active sites of your Exchange account wil be listed. In case none is selected, the deal will take the whole inventory. You may select more than 1.
- Sections (optional - only available for 'Rubicon'): All zones of chosen sites will be listed. In case none is selected, the deal will take all sections. If you only want to sell the “Home” zone, for example, indicate so in the list. You may select more than 1.
- Spaces (optional - only available for 'Rubicon'): All spaces of the chonsen sites and zones of your Exchange account will be listed. Use this option only in specific deals for 1 up to 5 spaces maximum.
For other deals, use alternatives as 'Size', 'Position' or even 'Groups'.
- Spaces groups (optional - only available for 'Rubicon'): All spaces groups of the account will be listed. In case you want to sell any specific space group, indicate so in the list. You may select more than 1.
- Country (optional): You may apply Geo Segmentation. You may leave the deafult option 'All the worlds' or select specfic countries enabling or disabling them.
Only enabled countries in Exchange can be applied.
- Screen position (optional): You may indicate the spaces position in the screen that will be enabled in the deal.
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It is important to configure the spaces of the account. Otherwise, they will not be detected:
In the example case, as the space is not marked as 'Above the fold' it will not be included.
- Size (optional): You may select the spaces based on their size, instead of on their name and/or spaces group. All sizes auctionable in RTB are listed. You may select more than 1.
- Viewability (optional): You may set a guaranteed % of viewed impressions for the deal.
- Date and time of start (mandatory): You must set the date and time the deal will be active.
- Date and time of end (optional): In case of need, indicate the date and time the deal will end.
- Segmentation by DMP (optional): You may apply segmentation by audiences data. All active providers in the account will be listed. (They must be implemented and working in the site/s and active in the account).
View
Once the deal is created, it will be visualized as follows:
When a new private deal is created its status by default is 'Pending'. If edited, it will become “Pending” again no matter it has been previously approved.
Deals Approval (It only applies to 'Rubicon')
This step will be on the system's side. As soon as the created deal is verified, its status will change to “Approved” or “Rejected” in case there is something invalid in the verification process.
When the deal is Approved, a DealId assigned to it will display. This ID must be informed / sent to all participants of the deal.
| In the case of deals in the Hub of E-Planning DSP, these will be directly available to buy for all the Buyers or for the specific one that was selected when creating it. No IDs of any type will be managed to specify the PD. |
Approved - In Orders:
In case the deal is made within the Rubicon store, the buyer will be able to locate the deal within this platform.
In case the PD has been created in the E-Planning DSP store, it will be available for purchase in the DSP account (from the buyer / ers that correspond):
This type of deal will show as: 'Approved - In Orders':
