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Microsoft Curate - Create a simplified deal line item

Note

This feature is currently in Beta and might undergo changes without notice. To enable this feature, contact your Microsoft Advertising Account Representative.

Curators using Microsoft Curate can utilize curated deal line items to set up deals with their advertisers. This helps them offer the latest features available on the Microsoft Curate platform to their buyers.

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 curated deal line items under the same advertiser and insertion order for efficiency. If you haven't done this yet, follow the steps outlined in the pages below:

  • Advertiser
  • Insertion order: Create an insertion order with Impressions or Flexible Budget Type, Unlimited Budget, Set pacing on the line item settings.

Create a deal line item from scratch

You can create a new deal line item from the Curated Deals screen.

  1. Go to Packages > Curated Deals.

  2. Select the Create from Scratch option under Creation Mode. If you wish to create a new deal from a template, see Create a deal line item from a template.

  3. Search (by name or ID) and select the desired advertiser and insertion order for the respective Advertiser and Insertion Order fields.

    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 cache.

  4. Select Next.

Basic settings

In the Basic Settings section, enter the following details for the deal line item:

  • Deal Name: Required, 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: Optional, 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 selecting 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.

  • Ad Type: Select the type of ad you plan to offer. You can select 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 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.

  • Pricing Strategy: Specifies the price agreed upon by the advertiser. You can select one of the following revenue types:

    • Floor Price: Enter the hard floor price that will apply to the buyer of the deal.
    • Fixed Price: Enter the amount that the advertiser will pay you per thousand impressions.

      Note

      You can now modify a Fixed Price even after saving the deal line item.

    • Market Price: Select this option to use yield management floors if they are available; if they are not available, no floors will be applied to the auction.

  • Margin Type: Curator margin types are configured on a curated deal line item. There are two types of curated margins corresponding to the curated deal line item. For more information, see Curated deal floors.

    • Percentage: The percentage of the buyer’s bid (Curator Revenue) which will be taken as curator margin.
    • Cost per mille (CPM): A fixed minimum CPM deducted from the buyer’s bid which will be taken as curator margin.

  • Supply Strategy: Shows which types of targeted inventory perform best for your line item.

    • Open Exchange: Allows you to curate the suppliers that sellers make available to buyers on the open exchange.
    • Deals: Allows you to select specific deals associated with your account in the Targeting section.

Target deals

A deal line item 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 the following inventory types:
    • Web: To run on standard websites and those optimized for browsers on mobile devices.
    • App: To run applications installed on mobile tablets, phones, and Windows 8 devices.
  • Allowlists and Blocklists: Allow or block any domains and apps.
  • Segment Targeting: Set which first-party or third-party segments you wish to target. For more information, see Segment Targeting.
  • Cross-Device Targeting: Enhances targeting and attribution using information from an identity graph, a customer information database that helps Microsoft Advertising identify users across multiple devices.
  • 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.

Supply shaping

Splits allow you to target specific tranches of inventory or audiences within your curated deal's overall targeting. For each split you can control how much spend you want to allocate and what floor prices the buyer needs to bid against.

Note

Splits feature is currently in Beta and might undergo changes without notice. To enable this feature, contact your Microsoft Advertising Account Representative. Users can enable splits to utilize the feature. The Splits feature is disabled by default.

  • Catch-All Splits: Curated deal will only be eligible for an impression if it matches one of your configured splits targeting criteria. Without a default catch-all split, you might want to limit the reach of the deal.
  • Use Custom Margins: Allows users to apply custom margin values to each split.
  • Spend Allocation: Allows users to distribute spend across curated deal as a whole, not for individual buyers or brands.
  • Custom Floors: Allows users to use custom floors for each split. By default, the floors will be those set in the original line item.

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 Targeting.
  • Completion Rate Threshold: Select the Completion Rate Threshold checkbox and enter a percentage to sell inventory based on their predicted video completion.

Advanced targeting

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

  • Inventory Targeting: Select from Seller Inventory, Universal Categories, Seller Categories, and Custom Categories.
  • Viewability Threshold: Select the Viewability Threshold checkbox and enter a percentage to sell inventory based on their predicted viewability.
  • System targeting: Target users based on their operating systems, browsers, language, device model, or carrier. For more information, see System targeting.
  • 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.

Schedule agreement

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

  • Flights: Flights permits you to create limited deals with start and end dates, and “evergreen deals” with no end date. To create one or more flights:

    1. Select either Set Dates or No End Date. If the Lifetime Budget is set, then the No End Date option isn't available for selection.

      • Set Dates: Enter a Start Date and End Date for each of the deal line item's flights. The hour settings for Start Date and End Date defaults to 12:00 AM and 11:59 PM, respectively (you can override the defaults). Flights might not overlap with one another. All flight dates must fall within the billing period dates of the parent insertion order and be a minimum of one day in duration. In addition, if you selected Lifetime Budget > Set Per Flight in the Budget section, you must enter a value for the Budget of each flight.
      • No End Date: Enter the Start Date for the deal line item. You might not create additional flights for this deal line item because it has no end date.

    2. Select Add Another Flight if you want additional flights. This option is not available if you select No End Date.

    Note

    You cannot change the Start Date or the End Date of a flight once that date has passed. You can add multiple flights to any deal line item.

  • 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.

  • Brand: 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.
  • Media Type: Select the media types you want to include on the deal.

    Note

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

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 deal line item. You can also add comments to a deal line item 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 deal line item.

  • 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.

Save deal line item

Select Save to save the deal line item, or Save and Duplicate if you wish to duplicate this deal line item.

Note

Using Save and Duplicate is the preferred method for duplicating deal line items.

Create a deal line item from a template

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

Use pre-selection screen

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

  1. Go to Packages > Curated Deals.
  2. On the Create New Deal screen, select the Create from Template option under Creation Mode.
  3. Use the Deal Template Selection field to search and select a deal template using either a Line Item ID or name.
  4. Review the summary of settings and select Select This Template. This action applies all the template settings to your deal settings.
  5. Review your deal settings and summary, make any necessary updates, and then select Save to save the deal line item. Alternatively, select Save and Duplicate if you wish to duplicate this deal line item.

Use monitoring grid view

  1. Search for the deal line item you wish to use as a template.
  2. In the Line Name column, hover over the deal line item, and two icons will appear. Select the Use as Template icon.
  3. Review your deal settings and summary, make any necessary updates, and then select Save to save the deal line item. Alternatively, select Save and Duplicate if you wish to duplicate this deal line item.

Use monitoring settings pane

  1. Search for the deal line item you wish to use as a template.
  2. In the Line Name column, select the deal line item 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 deal line item. Alternatively, select Save and Duplicate if you wish to duplicate this deal line item.

Note

  • When you create a new deal line item from a template using any of the three ways, it will automatically be placed under the same advertiser and insertion order of the original deal line item. 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 deal line item. This feature creates a deal line item and opens a new form pre-populated with the same settings.