Edit

Create a simplified programmatic guaranteed deal

Publishers using Microsoft Monetize can set up guaranteed deals sold programmatically but pacing in Monetize Ad Server. If you are trying to create a programmatic guaranteed deal pacing in a third-party ad server, please follow the process outlined in Create a PG deal with third-party ad server pacing and tag integration

Prerequisites

Before you begin, ensure that you've created the objects that hold all your deals. It's recommended to complete this step only once, as we advise creating all your programmatic guaranteed deals under the same advertiser and insertion order for efficiency. If you haven't done this yet, follow the steps outlined in the pages below:

Note

Legacy insertion orders aren't supported with the programmatic guaranteed deal. The settings you select on the insertion order applies to all line items under the insertion order.

Create a programmatic guaranteed deal from scratch

You can create a new programmatic guaranteed deal from the Line Items screen.

  1. Go to Advertisers > Line Items.
  2. On the Line Items screen, select Guaranteed Deal from the + New drop-down menu.
  3. Select the Create from Scratch option under Creation Mode. If you wish to create a new deal from a template, see Create a programmatic guaranteed deal from a template.
  4. Search (by name or ID) and select the desired advertiser and insertion order for the respective Advertiser and Insertion Order fields.

Note

Programmatic guaranteed deals only support insertion orders with Flexible Budget Type or Impression Budget Type, No End Date, Unlimited Budget, Set pacing on the line item settings. If you can't find your Insertion Order in the list, check its settings as unsupported Insertion Orders are filtered out.

Tip

  • When you select the Make Default Advertiser and Make Default Insertion Order checkboxes, the form automatically saves the advertiser and insertion order details. This information is pre-populated for future deal creation. However, you can still modify it if necessary.
  • The advertiser and insertion order details are saved locally and will be cleared when you clear your browser's cookies.
  1. Select Next.

Basic settings

In the Basic Settings section, enter the following details for the programmatic guaranteed deal:

  • Deal Name: Enter a deal name. This deal name is transparent to the buyer.
  • Deal Code: Optional, enter the deal code to report on a deal using your own code. The code might contain alphanumeric characters, periods, underscores, or dashes. The code you enter must be unique, and it is not case-sensitive (uppercase and lowercase characters are treated the same). No two line items can use the same code per advertiser. This feature is typically used by external sellers for deal mapping.
  • Deal Description: Enter a description for your deal. This description is transparent to buyers.

Deal details

The Deal Details section offers a detailed overview of the key components that define your deal.

  • Buyer: Select a buyer for the deal by clicking on the Edit (pencil icon) option under Buyer. From the Buyer screen, choose an available buyer by searching their name or ID.

Tip

If the list of buyers is extensive, select the DSP first before searching for the Buyer to narrow down the options.

  • Deal Trust Level: Specifies the level of audit status you want to permit for creatives to serve on a deal. For more information, see the Trust Level section in Override Ad Quality Settings on a Deal.
  • Ad Type: Select the type of ad you plan to offer. You can select more than one ad type. Possible values are Banner, Video, Native, and Audio.

Note

  • When you select ad types Video, Native, and Audio, the default ad size is set to 1x1. However, if you select multiple ad types, such as including the Banner ad type, ensure that you include the banner ad size as well.
  • Selecting Ad Type determines the availability of other settings (e.g.,Targeting > Completion Rate Threshold).
  • Ad Type selections automatically sync with the Media Type of deal impressions.
  • Ad Size: Select one or more standard sizes, choose from existing custom sizes, or create a new custom ad size according to your requirements. To create a custom ad size:
    1. Select the Custom tab.
    2. Select Add Size.
    3. Enter the appropriate values for the Width and Height fields.
    4. Select Add Size for this Deal to apply the custom ad size for this specific deal. Alternatively, select the Add Size and Save Size to Member option from the drop-down menu to save your custom ad size for future use.
    5. Select Save.
  • Deal Priority: Specifies the deal's ranking in the auction. When a deal is created as Private Auction, the buyer's bid takes precedence over open exchange. When a deal priority is created as Open Auction, the buyer competes with bids from the open exchange.
    • Priority Level: This advanced feature offers the flexibility to prioritize deals within the auction. A higher priority number supersedes a lower one of the same deal priority auction type (private deals will always have priority over open deals regardless of the priority level). The selectable priority range is preset based on your Private Auction or Open Auction selection. Every deal is assigned a default priority, reducing the need for frequent changes.

Note

If your member is also running guaranteed campaigns in the Monetize Ad Server, private deals will, by default, be assigned a priority level lower than the member’s reselling priority. This is due to the fact that all line item types share the same priority system, and the platform wants to avoid any risk of underdelivery for guaranteed campaigns. To better understand how priority settings impact the auction logic, please refer to this page for a detailed explanation.

  • Budget: Set the programmatic guaranteed deal impression budget
    • Pacing: How the budget is allocated over the duration of the advertising campaign. For more information on flight pacing, see Guaranteed Delivery Pacing.
    • Underspend Catch-Up: Select an option:
      • Evenly: Unspent daily budget will be distributed evenly throughout the remainder of the flight.
      • ASAP (Default): Unspent daily budget will be spent as quickly as possible based on your settings to ensure the highest probability of delivering your budget in its entirety
  • Fixed Price (PG deals only supports Fixed Price): Enter the amount that the advertiser will pay you per thousand impressions. The currency is inherited from the associated Insertion Order. The guaranteed deal price can be updated at any time in Monetize (Check with the buyer if the DSP supports the update).
  • Flight: Set up the flight by specifying its start and end dates. The time zone is inherited from the associated Advertiser. Only one flight is supported by PG Deals, but it can be extended at any time (Check with the buyer if the DSP supports the update).

Deal targeting

A programmatic guaranteed deal has the following targeting options:

  • Device Type: Select the devices you plan to target. You can select more than one device type. Possible values are Desktops & Laptops, Tablets, Mobile, and CTV. For more information, see Device Type Targeting.
  • Inventory Type: Set which inventory types you wish to target. You can select one or all of the following inventory types:
    • Web: To run on standard websites and those optimized for browsers on mobile devices.
    • App: To run in applications installed on mobile tablets, phones, and Windows 8 devices.
  • Inventory Targeting: Select Edit (pencil icon) to select the inventory you wish to target or exclude.
  • Key/Value Targeting: Define your own keys and their corresponding values to make full use of publisher data and help advertisers reach their intended audience. For more information, see Key/value Targeting.
  • Segment Targeting: Set which first-party or third-party segments you wish to target. For more information, see Segment Targeting.
  • Geography Targeting: Target impressions based on the geographic location of the users viewing them. For more information, see Geography Targeting.

Advanced settings

In the Advanced Settings section, enter any optional advanced settings that are useful.

Video targeting

When you set Video as your Ad Type, the Video Targeting section automatically appears as the first section in Advanced Settings.

  • Video Player Targeting: Target video inventory based on the position, playback method, player width, video framework, and creative duration. For more information, see Video Player Targeting.

Advanced targeting

The Advanced Targeting section offers advanced settings and targeting options to ensure your deal reaches the intended audience.

  • Blocklist: Search and select a blocklist (by default, the Microsoft Advertising blocklist is always applied). Any inventory in the blocklists you apply for is automatically excluded and not bid on by this programmatic guaranteed deal. You can select from network/member-level blocklists or Inventory Lists directly from the programmatic guaranteed deal. Once applied, you can also view or export the blocklist.
  • Allowlist: Search and select an allowlist you would like to apply to this programmatic guaranteed deal. You can select from network/member-level allowlists or create an allowlist directly from the programmatic guaranteed deal. Once applied, you can also view or export the allowlist.

Note

The use of Inventory Lists (e.g., allowlists, blocklists) constrains whatever Inventory Type selections you make. For example, if you target an allowlist, the Inventory Type option you select is limited to only those domains/apps in that allowlist. If you target a blocklist, the Inventory Type option you select serves everything but the domains/apps in that blocklist.

  • System targeting: Target users based on their operating systems, browsers, language, device model, or carrier. For more information, see System targeting.
  • Demographics: Target specific segments of the audience based on characteristics such as age and gender. For more information, see Demography targeting.
  • Page properties: Target impressions based on the position of the creative tag on the page or based on values passed in the query string of the ad call. For more information, see Page properties targeting.
  • Frequency and Recency: A frequency cap is the total number of ads shown to a user. A recency cap is the pace at which ads are shown to a user. Frequency and Recency caps can be set on programmatic guaranteed deals (as well as on the parent insertion order and advertiser). To apply frequency and recency caps, set the Frequency and Recency toggle to Caps on and enter the appropriate Frequency and Recency settings. For more information, see Frequency and Recency Caps.
  • Ads.txt: Select this checkbox to only target web inventory authorized in a publisher's ads.txt file.
  • COPPA: Select this checkbox to only target COPPA-compliant inventory. For more information, see Set up line item inventory and brand safety.

Budgeting and scheduling

The Budgeting and Scheduling section reflects a specific agreement between you and the advertiser.

  • Budget Type: Read only. It is set to Impressions as programmatic guaranteed deals only support the impression budget type.
  • Daypart Targeting: Target users based on the day and time when they see impressions. For more information, see Daypart targeting.

Deal ad quality

The Deal Ad Quality section defines ad quality settings you wish to establish for a particular network and publisher.

  • Creative Review: Select the Only allow seller-approved creatives checkbox to ensure that only creatives that you explicitly approve will run.

  • Creative Attributes: Edit the creative attributes for a deal. To edit the following creative attributes, select Edit under each attribute, choose the appropriate values, and then select Set. For more information, see Override Ad Quality Settings on a Deal.

    • Brand
      • Brand tab: Only selected brands will be allowed to serve; any brands not selected will not be allowed. If no brands are selected, all brands that follow ad quality rules are allowed.
      • Ad Quality Settings tab: Select the brands for which you want to override ad quality settings. When you select Ignore, the brand will be allowed on the deal despite ad quality settings. All brands default to Follow, so they comply with ad quality settings.
    • Language
      • Language tab: Only selected languages will be allowed to serve; any languages not selected will not be allowed. If no languages are selected, all languages that follow ad quality rules are allowed.
      • Ad Quality Settings tab: Select the languages in which you want to override ad quality settings. When you select Ignore, the language will be allowed on the deal despite ad quality settings. All languages default to Follow, so they comply with ad quality settings.
    • Media Type: Select the media types you want to include on the deal.

Note

Ad Type selections automatically sync and pre-populate the Media Type selection of deal impressions.

  • Creative Category
    • Creative Category tab: Only selected creative categories will be allowed to serve; any creative categories not selected will not be allowed. If no creative categories are selected, all creative categories that follow ad quality rules are allowed.
    • Ad Quality Settings tab: Select the creative categories in which you want to override ad quality settings. When you select Ignore, the creative category will be allowed on the deal despite ad quality settings. All creative categories default to Follow, so they comply with ad quality settings.
  • Specific Creatives: Include specific creatives to either Approve (always allow) or Block (always block) the deal.
  • Technical Attributes: Select the technical attributes on which you want to override ad quality settings. When you select Ignore, the technical attribute will be allowed on the deal despite ad quality settings. All technical attributes default to Follow, so they comply with ad quality settings.

Reporting labels and comments

In the Reporting Labels and Comments section, you can optionally assign custom reporting labels (Trafficker, Sales Rep, Line Item Type, and OMS ID) to a programmatic guaranteed deal. You can also add comments to a programmatic guaranteed deal for your reference. Reporting labels let you associate a person or other metadata with advertisers. You can then run reports using these labels. For more information, see Reporting Guide.

Associated objects

The Associated Objects section defines objects and entities that are associated with the programmatic guaranteed deal.

  • Line Item Name: Enter the name for the line item (this name isn't visible to buyers). If this field is empty, the line item will be automatically named the same as the deal.
  • Advertiser Summary: Review your pre-selected advertiser details and make changes if needed. However, once the deal is created and saved, you cannot change the advertiser.
  • Insertion Order Summary: Review your pre-selected insertion order details and make changes if needed, even after creating and saving the deal.

Deal summary

The Deal Summary pane offers a detailed overview of the deal, dynamically populated with the selected form settings. This view facilitates an efficient review of key deal parameters, reducing the likelihood of errors and ensuring clarity in deal execution.

Note

By default, the Deal Summary pane displays the required fields that must be configured.

Forecasting

The forecasting footer displays the Available Impressions and Total Capacity for the line item. Availability and capacity data automatically refreshes when you populate or edit a field that impacts forecasting. These fields include flight dates, budget, frequency caps, and targeting configuration. To manually refresh forecasting data, click Refresh to the right of the forecasting footer.

Click Show Details to display Contending Line Items and a graph of Availability and Capacity by day over the line item’s flight. To understand in details how forecasting works, see Inventory Forecasting.

Save the programmatic guaranteed deal

To save the programmatic guaranteed deal, click one of the following options in the Save and Reserve drop-down in the upper-right corner of the Create New Guaranteed Deal screen:

  • Save and Reserve (default) – Save the guaranteed deal settings and reserve the inventory so the impressions cannot be allocated to other line items.
  • Skip Reserve and Save – Save the guaranteed deal but do not reserve the inventory yet. If the guaranteed deal was previously reserved, selecting this option will cancel the reservation making the previously reserved inventory available to other line items.
  • Save and Duplicate – When this option is chosen, the line item will be saved and reserved, and you will be redirected to a new Create New Guaranteed Deal screen with the previous deal's settings pre-populated.

Note

Using Save and Duplicate is the preferred method for bulk creating programmatic guaranteed deals.

Create a programmatic guaranteed deal from a template

This feature enables publishers to create a new programmatic guaranteed deal using an existing deal as a template. The following sections outlines the three ways to accomplish this task.

Use the pre-selection screen

Note

Guaranteed deals created from templates comes pre-filled with Advertiser and Insertion Order from the template. You can modify these details in the creation form from the section Associated Objects. Programmatic guaranteed deals only support insertion orders with Flexible Budget Type or Impression Budget Type,No End Date, Unlimited Budget, Set pacing on the line item settings. If you can't find your Insertion Order in the list, check its settings as unsupported Insertion Orders are filtered out.

You can create a new programmatic guaranteed deal from the pre-selection screen by selecting the Create from Template option under Creation Mode.

  1. Go to Advertisers > Line Items.
  2. On the Line Items screen, select Guaranteed Deal from the + New drop-down menu.
  3. On the Create New Guaranteed Deal screen, select the Create from Template option under Creation Mode.
  4. Use the Deal Template Selection field to search and select a deal template using either a Line Item ID or name.
  5. Review the summary of settings and select Select This Template. This action applies all the template settings to your deal settings.
  6. Review your deal settings and summary, make any necessary updates, and then select Save to save the programmatic guaranteed deal. Alternatively, select Save and Duplicate if you wish to duplicate this programmatic guaranteed deal.
  7. Review your guaranteed deal settings and summary, make any necessary updates, and then select Save and Reserve to save the guaranteed deal and reserve the inventory. Alternatively, save by selecting one of the alternatives options in the dropdown as explained in the Save the programmatic guaranteed deal section above.

Use the monitoring grid view

  1. Search for the programmatic guaranteed deal you wish to use as a template.
  2. In the Line Name column, hover over the programmatic guaranteed deal, and two icons will appear. Select the Use as Template icon.
  3. Review your guaranteed deal settings and summary, make any necessary updates, and then select Save and Reserve to save the guaranteed deal and reserve the inventory. Alternatively, save by selecting one of the alternatives options in the dropdown as explained in the Save the programmatic guaranteed deal section above.

Use the monitoring settings pane

  1. Search for the programmatic guaranteed deal you wish to use as a template.
  2. In the Line Name column, click on the programmatic guaranteed deal to expand the Settings pane.
  3. Select the Use as Template option located at the upper-right corner of the page.
  4. Review your deal settings and summary, make any necessary updates, and then select Save to save the programmatic guaranteed deal. Alternatively, select Save and Duplicate if you wish to duplicate this programmatic guaranteed deal.
  5. Review your guaranteed deal settings and summary, make any necessary updates, and then select Save and Reserve to save the guaranteed deal and reserve the inventory. Alternatively, save by selecting one of the alternatives options in the dropdown as explained in the Save the programmatic guaranteed deal section above.

Note

  • When you create a new programmatic guaranteed deal from a template using any of the three ways, it will automatically be placed under the same advertiser and insertion order of the original programmatic guaranteed deal. If you're using multiple advertiser and insertion orders and need to update them, you can make the changes directly in the creation form from the Associated Objects section in the Advanced Settings.

  • If you want to create multiple deals from a template, use the Save and Duplicate option after you've created the first programmatic guaranteed deal. This feature creates a programmatic guaranteed deal and opens a new form pre-populated with the same settings.

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