Create an RTB Rule

A publisher can create rules that impact the bidding process for their inventory. 

Create a Rule for an RTB Campaign

To create a rule for an RTB campaign:

  1. Select Inventory > RTB Rules from the main navigation menu.
  2. Click Add Rule.
  3. Enter relevant options using the guidelines below and click Save to create the rule.

Page Navigation 

Use the links at the top of the page to navigate to different sections of the page.

Rule Information

  • Name: Specify a unique name for the rule. 
  • Description: Enter a description for the rule. 
  • Timezone: Timezone that applies to this rule.
  • Transaction Dates: Enter a start date and end date or select ongoing to eliminate an end date.
  • Editable by Publisher: Select the option to allow or not allow a publisher to edit this rule.

Price Floor

Price Floor indicates the average price of all the bids that a publisher expects for a site so the system can chase that price by allowing bid values that are lower than the CPM Goal. 

The Price Floor section will display different fields based on the Floor Type selected.

Channel

Select ORTB or ORTB and PMP.

Since the priority can be set deal level, it is not recommended to create RTB rules for both ORTB and PMP unless you want to use the RTB rules to block specific buyers.

Floor Type

Select one of the following Floor Types and continue with the instructions below for creating a rule based on a Hard Floor, Soft Floor or CPM Goal type.
  • Hard Floor: Indicates that a minimum bid price is expected from the demand sources configured in this rule. This price needs to be specified in the Hard Floor Value field below. If their bid price < hard floor, then the bid is rejected from participating in the auction.
  • Soft Floor: Indicates that the bid price expected from the demand sources configured in this rule should be greater than the hard floor value but can be lower than the soft floor value. These floor values are specified in the Soft Floor Value and Hard Floor Value field below. This allows publishers more flexibility around inventory pricing.
  • CPM Goal: Indicates the average price of all the bids that a publisher expects for a site so that the system can chase that price by even allowing bid values which are lower than the CPM Goal.

Creating a Hard Floor Rule

  1. Complete the Rule Information fields described above.
  2. In the Price Floor section, select Hard Floor as the Floor Type.
  3. Indicate whether this is sourced by a PubMatic Admin Rule (created by a PubMatic Administrator) or a Publisher Rule (created by the publisher). 
  4. Select the priority at which the bids from the demand sources configured in this rule should be considered in the bidding process. For example, if there are two bids with the same bid amount and different priorities, then the bid with the higher priority will be considered.

    "1" is the highest priority and "16" indicates the lowest priority. To learn more about setting priorities, see Setting Priorities in the P16 Model.
  5. Select an Auction Type: First Price or Second Price.
  6. Enter a Hard Floor Value. Specify the floor amount below which a bid from the demand sources configured in this rule will not be accepted by the system.
    Example
    If the floor value is set to $0.50, and the demand source configured in this rule places a bid of $0.25, then this bid is not selected in the bidding process since the bid amount < the floor value.

    Specify the floor amount below which a bid from the demand sources configured in this rule will not be accepted by the system. 
    Example:
    If the floor value is set to $1.20 and then this bid is not selected.
  7. In the Demand Source section, specify the Demand Sources this rule applies to Demand Side Platforms, Agency Trading Desks, Advertiser Category, Advertiser and/or Advertiser Domain.

    By default, each of these sources is set to "All" denoting that all available within each source type will be subject to the rule being created. To enter specific DSPs, ATDs, Advertiser Categories and/or Advertisers. Click the Select option to the right of the field name (e.g., Select DSPs).
  8. Specify the Inventory details that will apply to the rule.
  • Platforms: Select platforms for which this rule will be applicable. (Web, Mobile Web, Mobile App IOS, Mobile App Android, and/or CTV)
  • Placement: Specify the ad placement for which this rule applies. Any bid received for an impression in the selected ad placement will be subject to the settings of this rule. Click an option button to select/deselect Above the fold, Below the fold and/or Partially above the fold.
  • Sites: Specify the publisher's site(s) for which the rule applies. Any bid received for an impression on the selected site will be subject to the settings of this rule.
  • Ad Size: Specify the ad size(s) for which the rule applies. Any bid received for an impression of the selected ad size will be subject to the settings of this rule.
  • Section Ad: Specify the section of the publisher's site for which the rule applies. Any bid received for an impression on the selected section of the site will be subject to the settings of this rule.
  • Audience: Specify the custom audience(s) for which this rule applies. Any bid received for an impression being requested from a visitor belonging to the selected custom audience will be subject to the settings of this rule. 

    The Audience field is enabled only if the Audience feature has been enabled for your account. To enable this feature, contact your PubMatic Account Manager. 

    In this field, you can only view the custom audiences you have created.

9. Use the Targeting section to refine the results returned by your rules. See RTB Rule Targeting.


By default, each of Targeting details is set to "All" denoting that all available within each will be subject to the rule being created. To specify specific DSPs, ATDs, Advertiser Categories and/or Advertisers. click the Select option to the right of the field name (e.g., Select Sites).
  • Geography: Specify the geographical location(s) of the visitor for which this rule applies. Any bid received for an impression that is requested from a visitor who belongs to the selected geographical location(s) will be subject to the settings of this rule.
  • Audience: Specify the custom audience for which this rule will be applicable. Any bid received for an impression being requested from a visitor belonging to the selected custom audience is bound by the settings of this rule. Custom audiences are a combination of standard audiences that you have created using the Reach Planner screen under the Audience section.
  • Day Parting: Specify the time interval of the day during which this rule applies. Any bid received for an impression that is requested from a visitor during the selected time interval will be subject to the settings of this rule.
  • Matched Users: Select Any, Matched or Unmatched. 

Save & Launch

  1. Select the Save & Launch button to save the rule's settings.
  2. Select the OK button to confirm the rule creation.

Creating a Soft Floor Rule

  1. Complete the Rule Information fields described above.
  2. In the Price Floor section, select Soft Floor as the Floor Type.
  3. Enter a Soft Floor Value. This indicates the value above the hard floor, which allows publishers more flexibility around inventory pricing.
  4. Enter a Hard Floor Value. Specify the floor amount below which a bid from the demand sources configured in this rule will not be accepted by the system. 

    The ideal minimum value of a Hard Floor should be 50% of the Soft Floor.

    Example
    If the floor value is set to $0.50, and the demand source configured in this rule places a bid of $0.25, then this bid is not selected in the bidding process since the bid amount < the floor value.

    Specify the floor amount below which a bid from the demand sources configured in this rule will not be accepted by the system. 
    Example:
    If the floor value is set to $1.20 and then this bid is not selected.

  5. Select the priority at which the bids from the demand sources configured in this rule should be considered in the bidding process. For example, if there are two bids with the same bid amount and different priorities, then the bid with the higher priority will be considered.

    "1" is the highest priority and "16" indicates the lowest priority. To learn more about setting priorities, see Setting Priorities in the P16 Model.
  6. In the Inventory section, specify the publisher's site(s) for which the rule applies. Any bid received for an impression on the selected sites will be subject to the settings of this rule.

    By default sites targeted are set to "All" denoting that all sites will be subject to the rule being created. To specify specific Sites, click the Select Sites link and select specific sites.

Save & Launch

  1. Select the Save & Launch button to save the rule's settings.
  2. Select the OK button to confirm the rule creation.

Creating a CPM Goal Rule

  1. Complete the Rules Information fields described above.
  2. In the Price Floor section, select CPM Goal as the Floor Type.

    Once selected, priority will be set to P16, the lowest priority. To learn more about priorities, see Setting Priorities in the P16 Model.
  3. Enter a Minimum Bid Price. This value cannot be below 50% of the floor value.
  4. Enter a Floor Value. This indicates the value above the hard floor, which allows publishers more flexibility around inventory pricing.
    Example:
    If the floor value is set to $0.50, and the demand source configured in this rule places a bid of $0.25, then this bid is not selected in the bidding process since the bid amount < the floor value.
  5. Specify the publisher's site(s) for which the rule applies. Any bid received for an impression on the selected sites will be subject to the settings of this rule.

    By default sites targeted are set to "All" denoting that all sites will be subject to the rule being created. To specify specific Sites, click the Select Sites link and select specific sites.

Save & Launch

  1. Select the Save & Launch button to save the rule's settings.
  2. Select the OK button to confirm the rule creation.


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