Creating a Deal

Prerequisites

Before creating a deal, ensure the following requirements are met:

1. You have a registered user account and buyer account..
   See Registering a User Account and Buyer Account
2. You are logged into the Deal Portal.
   See Logging into the Portal

Accessing the Create Deal Page

To access the Create Deal page, follow these steps:

• Navigate to the Deal Dashboard page and find the Create New Deal button on the right side of the page, above the Deal Table.
• Click the Create New Deal button to open the Create New Deal page to begin setting up your deal.

Overview

The Deal Portal allows you to create a new deal for an ad campaign. The Deal Settings is
essential workflow for creating a new deal within the Deal Portal. However, other workflows include Price Settings and Deal Reporting Label options, which help further customize and track your deal.

Workflow for Creating Deal

The section provides workflows for various Deal Setting options in the Deal Portal, including:

• Workflow for Deal Settings
• Workflow for Price Settings
• Workflow for Deal Reporting Labels
• Workflow for Saving Deal Setting

Deal Settings

In the Create Deal page, the Deal Settings is the first section in the deal creation process. In this section, Only the Deal Name, DSP, and Verve Marketplace Deal ID fields are required; all other fields are optional. For the Deal Settings field definition, see the Data Dictionary for Deal Settings

Deal Settings

Follow these steps in the Deal Settings section:

1. Deal Type:

• The Deal Type dropdown shows “Open Deal” by default and is auto-populated based on the Deal Portal. More deal types will be available In the future.

📝 Note: Only Open Deals are available for MVP.

2. Deal Name (Required):

• Enter a unique deal name in the Deal Name textfield.

📝 Note: This field is a mandatory field and allows up to 255 characters.

3. Description (Optional) :

• Enter a description for your deal in the Description textfield.

4. Verve Marketplace Deal ID:

• The Verve Marketplace Deal ID is automatically generated and is not editable

📝 Note: If you add an External Deal ID, the Verve Marketplace Deal ID will be grayed out and the external deal id should be passed downstream to Demand Side Platforms.

5. Advertiser (Optional):

• From the Advertiser dropdown menu, click to select the advertiser associated with the deal.

6. Add Advertiser Name (Optional):

• If your advertiser name is not listed, select Others from the Advertiser drop down menu and then use the Add Advertiser Name field to input a new advertiser.

7. DSP (Required):

• From the Demand Side Platform (DSP) dropdown menu, click to select a Demand Side Platform (DSP) associated with the account.
• This field is mandatory and displays the available DSP in alphabetical order.

📝 Note:You cannot change the DSP once your deal is saved.

8. Select Seat (Optional):

• From the Select Seat dropdown menu, click to select a seat which is limited to those associated with the selected DSP and buyer.

📝 Note:This field is optional for MVP, and the seats are listed alphabetically.

9. Time Zone (Optional):

• Select a time zone from a list of global time zones.

10. Start Date (Optional):

• Click the date picker to select the start date for the deal. If no start date is selected, the default will be the date the deal is set live. You may select a start date without an end date. The start date can be the current date or a future date, but cannot be set in the past.

📝 Note: The deal must be in active status for it to start on the selected start date. If the deal is paused when the start date is reached, it will remain paused and not go live.

11. End Date (Optional):

• Click the date picker to select the end date for the deal. The time is selected in a 24-hours format.

📝 Note:

• The end date can be the current date or any future date but cannot be set in the past date.
• If you do not select an end date, the system defaults to the date the deal was paused.
• Your deal can have an end date even if no start date is provided.

Price Settings

In the Create Deal page, the Price Settings is the next section in the deal creation process. All the fields are optional. For the Price Settings field details, see the Data Dictionary for Price Settings section.

Price Settings

Follow these steps in the Price Settings section:

1. Price Model (Optional):

• From the Price Model dropdown menu, click to select from following available options:

  • Min Price (Default)
  • Fixed Price

📝 Note: If you are not sure which model to select, use the default Min Price option.

2. eCPM (Optional)

• Use the up/down arrows to increment or decrement the eCPM value in currency format. Alternatively, you can enter the desired eCPM value in currency format.

📝 Note: If you enter fees as a fixed dollar amount, you can input values with up to 2 decimal places (for example, $24.75).

Deal Reporting Labels

In the Deal Reporting Labels section, all the fields are optional. For the Deal Reporting Labels fields details, see the Data Definition for Deal Reporting Labels section.

Deal Reporting Labels

1. Sales Person:

• From the Sales Person dropdown menu, Click to select the salesperson responsible for the deal.

📝 Note:The list of salespeople may be limited to users assigned to the buyer's account.

2. Trafficker (Optional):

• From the Trafficker dropdown menu, click to select the appropriate trafficker responsible for managing the deal.

Saving Deal Settings

To ensure the successful creation of a deal, make sure all required fields in the Create Deal page are filled out. For example, in the Deal Settings section, confirm that details such as the Deal Name and DSP are properly filled and selected.

1. Click the Save and Continue button to save your deal setting details.
2. After saving, you will automatically be redirected to the Targeting section of the workflow.