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Microsoft Invest - Deal lists

  • Article

A deal is an agreement between a buyer and a seller that provides special access to inventory and/or data. Deals are primarily used to access preferred premium inventory or negotiated inventory. A deal list is a group of deals IDs categorized under a single heading for targeting across line items. Deal lists allow inventory specialists to curate deals inventory for traders as well as to streamline trader workflows, such as targeting the same set of deals across line items. If deal grouping requirements change, you can make the changes in the deal list and all line items will be updated accordingly.

Manage deal lists

You can create and manage Deal Lists at the Member and Advertiser level. A deal list may contain one or more deal IDs and a deal ID can be added to multiple deal lists. However, an ID can be added only once to a single deal list. While adding or removing deals in a deal list, you can find the deals by deal id, deal name or deal alias. Additionally, deal IDs can be added to a list in bulk.

Create a New Deal List

  1. In the Inventory menu, select Deal Lists from the dropdown.

  2. Select New in the Deal List page.

  3. Provide the following details in the Create a New Deal List page:

    1. Name: Enter the name of the deal list.

    2. Description: Enter a description for the deal list which can offer a brief definition for it. For example, Deal list for Ford USA advertisers.

    3. Available to: (Optional) Select whether the deal list is specific to particular advertisers, or if it is available to all advertisers under the current member. If the deal list is available only to particular advertisers, enter the advertiser details by searching for the name or ID of the advertisers. You can add one or more advertisers in this field.

    4. Deals: Add deals to the deal list. There are multiple options for adding deals to the list:

      • Search and Add: Search deals by ID, name or alias. Post selection of a deal, it displays the particulars about the deal such as Name, ID, Buyer Deal Status (Active/Inactive) and Seller member. You can also select the eye button to view further details about the deal such as Currency, Type, Sizes, Brands, Media Types, Start and End dates, etc. You can add multiple deals using this search option.
      • Import: Allows you to bulk import a list of deals from a CSV file to a deal list.
      • Paste Deal IDs: Add the Deal IDs by entering them manually, each ID separated by a comma or hard return.

      Note

      Deals with pending, active, or null deal acceptance status can be added to a deal list. Inactive or Declined deals are ineligible deals which cannot be added to a deal list.

  4. Once all deal IDs are added, select Save to complete the setup.

Edit a Deal List

  1. Select on the name of the deal list in the Deal List page. This will display the details of the deal list with the deals it contains.
  2. Select Add to include more deals to the deal list. To add deals to the deal list, follow the instructions in the Create a New Deal List section above.
  3. To remove an existing deal from the deal list, select the check box next to the deal and then select Remove. A confirmation window will be displayed. Select Save to delete the deal from the list.

Target deal lists - Supply strategy

Supply strategy defines how buyers target publishers' inventory. To know more about it, read How to target deal lists in Augmented Line Items (ALI).