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Create a programmatic guaranteed deal

Learn step by step how to create and customize a programmatic guaranteed (PG) deal through Microsoft Monetize Ad Server.

Important

Creating PG deals through Monetize Ad Server is a beta feature. For more information, see Selling Programmatic Guaranteed Deals.

Before you begin

Before you begin creating a line item, you must have performed the following tasks:

Setting up a programmatic guaranteed deal

If you've created an advertiser and insertion order, then you're ready to begin creating a line item.

  1. Navigation: Navigate to the Create New Programmatic Guaranteed Deal Screen to begin creating a PG selling line item.

  2. Deal type: Choose the Programmatic Guaranteed Deal Type to sell inventory to a programmatic buyer on a guaranteed basis (Traffic a Programmatic Guaranteed Deal).

  3. Basic setup: Follow the instructions to Add Basic Line Item Details and associate one or more insertion orders to the line item, as well as set an ad type, name, state, deal details, and supply strategy, all from the Basic Setup section.

  4. Inventory & brand safety: Set Up Line Item Inventory and Brand Safety and select the type of inventory you want to include or exclude for your PG deal.

  5. Frequency & recency: Set Line Item Frequency and Recency Caps to cap the number of times (frequency) and how often (recency) creatives can be shown to a given user.

  6. Targeting: Follow the instructions in Set Up Line Item Targeting to set up targeting by geography, device type, key/value, daypart, system settings, segment settings, page properties, demographics, or viewability thresholds.

  7. Deal creative criteria: Define Deal Creative Criteria to specify which creative attributes you allow for your deal.

  8. Reporting labels and comments: Add Reporting Labels and Comments to a Line Item and optionally assign custom reporting labels to a line item so that you can create reports tracking metrics across line items, and you can add comments to your line item for personal reference.

  9. Inventory forecasting: Follow the instructions in Save and Reserve Inventory Space and use forecasting tools to see how much inventory you have available that meets your targeting setup.

    Note

    Inventory Forecasting is only applicable to PG deals created for Microsoft Monetize Ad Server.