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Use the following instructions to create a Deal. Deals can be created from either an Offer or a Product, however, association with an Offer or Product is not required.

Info
To learn more about managing deals, refer to the Deal Management for Publishers guide.

Create a New Deal

  1. Select Transactions | Deals from the main navigation.
  2. Click Create Deal in the upper right.
Info
Learn more about: PMP-Guaranteed Roles & Responsibilities 

Basic Information

  1. Enter a Deal Name using the convention: ATD/Buyer - DSP-Publisher Placement MMDDYY.
  2. Enter a Deal ID using the convention: Buyer - Publisher - Month/Day - NumericValue or click Generate Deal ID to automatically generate a Deal ID.
     

    Info
    Deal ID has a limit of 64 characters.


  3. Select a Channel Type: PMP or PMP Guaranteed 

  4. Select a priority for the deal. Use the recommended priority settings below to achieve the desired delivery, fill and eCPM for each deal.
    Recommended Priority Settings:
    PMP: P11-15 (Default is P15)
    PMP-G: P5 - P7 (Default is P5)

    Info
    Note:  In PubMatic’s Simplified Priority, 1 is the highest priority and 16 is the lowest priority. Bids from demand sources will consider the priority in the bidding process. If there are two bids with the same bid amount and different priorities, the bid with the higher priority will be considered in the auction.

    For more information about setting priorities, refer to Setting Priorities with the Simplified Model (P16) 


  5. Select the Demand Partner Demand Side Platform(s) and Buyer(s).

    Info

    PMP-G can have only one buyer and one DSP.

    Buyers are filtered based on DSP Selection. We display Buyer - DSP - SeatId for each DSP Buyer pair. SeatId is an association Id between DSP and Buyer. 


  6. Select the Timezone that applies to this deal.
  7. Enter the Duration (Start Date & End Date) for the Transaction. For transactions without an end date, select Ongoing
    PMP-G Must have an end date; PMP-G deals cannot be ongoing.
  8. Select the Auction Type:
    • First Price: Each bidder provides a bid. The highest bidder gets the first slot, the second-highest the second slot, etc. Bidders pay the price they bid themselves. (PMP ONLY)
    • Second Price: The highest bidder wins the auction, but pays the second-highest bidder’s bid price plus fee. (PMP ONLY)
    • Fixed Price: Price paid in the PMP deal is not an auction, but is agreed to by both seller and buyer.

  9. Enter the desired CPM for this deal in USD.
  10. Enter a Minimum Amount and Available Impressions. (PMP-G ONLY)
  11. Select Yes or No to indicate whether the Deal ID should be sent to the publisher in PubMatic's response. If enabled, the Deal ID must be passed to PubMatic by the publisher in the ad request, and PubMatic will include this Deal ID in its response to the publisher. This applies only to publishers with a server-to-server integration.
  12. Select the Deal Source (Publisher or PubMatic).
  13. Select Yes or No for whether this deal is a Consortium deal. If Yes, select the PMPG Category and enter Revenue Share.

Inventory

Associating a Product or Offer with a new Deal is not required, but it is an option when creating a deal.

To associate an Offer or Product with the Deal:

  1. Toggle the Create deal from existing Product/Offer to Yes.   

  2. Click Offer or Product and select the specific offer or product from the drop-down menu below the buttons. The Summary information on the right will auto-complete. 

To create a Deal without an Offer or Product association:

Select the Platform(s) and Ad Format(s) and then complete the details for the inventory. The inventory selection options will change based on thee platform and ad format.

Targeting


  1. Set targeting criteria for the following. Select  include  for those you want to target or  exclude  for those you want to exclude in targeting. To remove selected items, click the “X” or Clear All in the Targeted Summary section:
    • Geography: Select one or more geographic regions from where visitors will be served impressions.

      • Geography is by country. Any DMA targeting will be done on the backend by PubMatic. (Reach out to your Customer Success Manager to request this if needed.)
    • Audience: Select the audience(s) who will be targeted with this offer. 

    • Rich Media: Select one or more Rich Media providers. Rich media ads include streaming video, text or images that interact instantly with visitors.

2. Select targeting criteria for the following. Refer to details below for each.

    • Mobile: Select any Latitude/Longitude, devices, operating systems, browsers, carriers and device types this deal should target. (See details below.)
    • Video: Select ad formats, positions, player size and skip/playback options to target. (See details below.)

    • Key Value: Enter custom variables that are part of this offer. (See details below.)

    • Day Parting: Select the days of the week and day segment (Start Time/End Time) this deal will appear. (See details below.)
    • User Matching: Select whether you want Matched Users, Unmatched or Any. Typically used for those publishers integrated through a DMP. If unsure of which option to choose, select Any. (See details below.)

      Info

      Specific targeting below will appear when it applies to the product, offer Inventory options selected.

       

Mobile Targeting

Select mobile targeting attributes to include in this deal.

  • Latitude/Longitude: Yes/No
  • Smartphone Devices: Any or Select specific devices
  • Mobile OS: All, or select specific mobile operating system(s)
  • Browsers: All, or select specific browser(s)
  • Carrier: All, or select specific carrier(s)
  • Device Id Type: All, or select specific device type(s)

Video Targeting

Select the video targeting attributes to include in this deal.

  • Video Ad Formats:
    • Linear: Indicates the video ad which runs before, between, or after the video content is viewed by the publisher.
    • Non-Linear: Indicates the video ad which runs parallel to the video content so the publisher still has the option of viewing the content.
  • Ad Position:
    • Pre-roll: Video ad that appears before the video content displays.
    • In-roll: Video ad that appears in the middle of the video content.
    • Post-roll: Video ad that appears after the video content completes.
  • Skippable: Yes, No, Any
  • Skip Delay: Enter number of seconds
  • Skip Delay Override: Enter number of seconds
  • Players Size: All, Small, Medium, Large 

Key Value Targeting

Click Add Rule to create a new rule for this offer, OR

Click Delete to delete the rule from the PubMatic system, OR

Click +Add Another Key. Follow these steps to add a key value to this deal:

    1. Enter the key values.
      Example: Targeting supported
      Key: Category Is 123
      and
      Key: Whitelist Is 1,2

      Example: Targeting not supported
      Key: Age Is Under 25
    2. Click Submit. The key feature will be added to this rule.
    3. Click +Add Keyto this Rule to add another key feature for this rule.
    4. Click Done to create the rule.

Day Parting

Select the days of the week and day segment (Start Time/End Time) this deal will appear. 

Deselecting all days of the week will result in a deal which is applicable for all days.

User Matching

Select whether you want Matched Users, Unmatched or Any. If unsure of which option to choose, select Any.

Whitelist

  1. Select Yes  for Advertiser Whitelist if you would like to whitelist one or more advertisers by advertiser name, IAB Category or domain. Whitelisting will make this deal available only to buyer(s) who match the advertisers you select. If you select Yes, continue; if No, move to the next section.
  2. Make the desired selections from the drop-down lists for:
    IAB Categories
    Advertisers
    Advertiser Domain (Manually input from the drop-down or upload in bulk.)

Contacts

Select Sales Manager, DSP and/or Buyer Email addresses from the drop-down menus. Additionally, you can enter up to 15 additional emails in the box provided.

Sales Notes

  1. (PMP-G Only) Select Yes or No to indicate whether the Last Lookup is Enabled.
  2. Select a Sales Manager from the drop-down list, if applicable.

Save the Deal

When all details of the Deal are complete, click Save & Activate.

Edit a Deal

Only one deal can be modified at a time.

  1. Select Transactions | Deals from the main navigation.
  2. Locate the deal you want to edit (use the Search box to locate if needed). 
  3. Click Actions menu button for the deal and select Edit.
  4. Make changes and click Save & Activate.