Deal Planner

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Table of Contents

• Overview
• Prerequisite
• Accessing the Avails
• Generate a Deal Plan Workflow
• Price Settings
• Define Your Deal’s Geography
• Add Audiences and Contextual Segments Workflow
• Inventory Targeting
• Add Device Signals Targeting
• Estimate Calculation for Plan Workflow
• Create a Deal
• Edit a Deal
• Targeting Settings
• Summary

Overview

The Avails page allows you to define and calculate the availability of ad inventory for a deal, based on CPM (cost per thousand impressions). The page provides you with the ability to input your CPM bid, adjust targeting parameters, and view the estimated impressions and available inventory.

The Avails workflow includes three key steps:

• Generate a Deal Plan:
  • Define your deal parameters such as select ad formats, geography, audience & contextual segment, inventory targeting, and device signals.
  • Set CPM bids by input your desired CPM bid to estimate impression based on deal parameters.
• Estimate and re-estimate calculation for a Deal Plan:
  • View estimated impression and CPM breakdowns
  • Adjust targeting parameters such as audience segments and device types to fine tune the deal plan. 
• Create a Deal:
  • Use the calculated impressions and CPM values to create and save the deal.

Prerequisite

Before accessing the Avails page, ensure that you are logged into the Deal Portal. For more details, see Logging into the Deal Portal.

Accessing the Avails

1. In the left-hand menu, click Avails.
2. The Avails page will open, allowing you to configure the deal plan settings.

Generate a Deal Plan workflow

This section guides you through configuring and generating a deal plan on the Avails page.

After you have accessed the Avails page, navigate to the Calculate Avails tab on the Avails page.

The Avails page includes the following sections to configure and adjust your deal settings:

• Price Settings: Define your pricing model and set the desired CPM rates for your deal.

• Define your deal’s ad formats and ad sizes: Select the ad formats and sizes applicable to your deal.

• Define your deal’s geography: Specify the geographic regions where your deal will run.

• Add audiences & contextual segments to your deal: Choose the relevant audiences and contextual segments to target.

• Inventory targeting: Configure the inventory settings for your deal.

• Add device signals targeting: Specify device-related signals for targeting.

Price Settings:

1. Click to expand the Price Settings option and set your deal plan based on the selected pricing model.
2. In the Pricing Model dropdown, the Fixed Price option is pre-selected and cannot be changed. It is automatically set to CPM (cost per thousand impressions) pricing.
3. Enter the desired CPM value (for example, $25). This will be used to estimate the impressions for the deal.

1. Click to expand Define your deal’s ad format and ad sizes to set your deal based on preferred ad formats and sizes.

2. From the Ad Format dropdown, select Allow, and then choose the desired Ad Format parameter for your campaign (For example, Rich Media MRAID, Image Ads, Rewarded Video).

3. From the Ad Size dropdown, select Allow, and then choose the desired Ad Size parameters that suit your campaign (For example, 250 x 250, 320 x 100).

4. Click Generate Plan to estimate impressions based on CPM.

5. The system calculates expected impressions for the selected ad format and size at the given CPM.

Define your deal’s geography:

1. Click to expand Define your deal’s geography to set your deal based on geo-location.
2. The Country column shows available countries for deal selection.
3. In the Country search bar, type the name of the country, you wish to target or block.
4. For each country or region listed:
   • Click on the Allow button if you want to include the country/region in your targeting.
   • Click on the Block button if you want to exclude the country/region from your targeting.
5. At the bottom of the geography section, you’ll see a Country Summary displaying an overview of your current selections (countries allowed or blocked). This gives you a quick view of your targeting choices. (for example, selecting the US).
   

   

6. Click Generate Plan to estimate impression based on CPM.
7. This system calculates expected impressions for the selected country at the given CPM.

Add Audiences and Contextual Segments Workflow:

1. From the Data Providers dropdown, select the appropriate provider (for example, Fusion Audience).
2. This will display the available audience segments for the selected provider.
3. Select Fusion Audience:
   • Click on the Fusion Audience option under the Data Providers section to reveal more audience targeting options.
   • Fusion Audiences include categories like Demographics, InMarket, Interest, and Topic.
   • Check the specific categories you wish to include in your targeting.
4. Choose the Segments to Include:
   • Browse the available audience segments such as New Movers, Gender: Male, Age: Seeded 25-34, and more.
   • Click on the Include button next to the segment you wish to add to your deal targeting.
5. If you wish to remove a segment from your deal, click on the Exclude button next to that segment.
6. The selected audience segments will be grouped under an OR condition. For example, if you select multiple segments, they will be included in the targeting with an OR Within logic.
7. Review the Targeting Summary:
   • In the Targeting Summary panel on the right, you will see a breakdown of the selected segments, including CPM (cost per thousand impressions) for each.
   • The summary also provides details about the total audience segments and total cost range.
8. Once you’ve reviewed your selection, click the Update Audience button to apply your audience and contextual segment choices.
9. After updating the audience selection, proceed to the next stages of deal setup, such as Inventory Targeting and Device Signals Targeting.

Inventory targeting

1. Click to expand Inventory Targeting to select inventory and device types for your deal.
2. From the Inventory Type dropdown, select Allow, and then choose the desired Inventory Type parameters for your campaign (for example, In-App, Mobile Web).
3. From the Device Type dropdown, select Allow, and then choose the desired Device Type parameters for your campaign (for example, Desktop, Tablet, Smart-TV, Feature-Phone).
4. Click Generate Plan to estimate CPM impressions based on CPM.
5. The system calculates expected impressions for the selected inventory at given CPM.

Add device signals targeting

1. Click to expand the Add device signals targeting to select the operating systems for your deal.
2. From the Device OS section, click Allow for the platform you want to target (for example, App, Web, CTV).
3. For each selected device platform (for example, Web, App), define the Device OS Nesting:
   • Web: Choose operating systems such as Windows, macOS, and Chrome OS.
   • App: Choose the relevant operating system for app targeting.
4. Click Allow for each of the device operating systems that match your campaign.
5. Click Generate Plan to process your deal plan with the selected device OS targeting.
6. The system calculates expected impressions at the given CPM for your chosen settings.

Estimate calculation for plan Workflow

Once your deal plan is generated, the Estimated Calculations section will display:

1. Re-Estimate:
   • After completing the steps above, click Re-estimate to update your avail calculations based on the defined parameters.
   • Impressions: Displays the total estimated Ad requests for the selected CPM value, shown in the Figure above (for example, 1.5 million Ad Requests).
2. View Insights:
   • In the Insights section, select the Daily tab to analyze performance on a daily basis (for example, monitor total ad requests, your ad requests, and CPM for each day).
   • If you want to track the performance over a longer period, switch to the Weekly tab. This will show aggregated data for each week, allowing you to compare weekly trends in ad requests and CPM.
3. CPM Evaluation:
   • View the CPM chart in both Daily and Weekly tabs. Analyze how your CPM is performing across different days or weeks.
   • Move the slider on the CPM scale to adjust the CPM value,  the chart will dynamically update, showing how different CPM values affect the available impressions.
   • Update your CPM if necessary by clicking Update CPM.

4. After reviewing the avail calculations and insights, click on Create Deal to finalize and create a deal.

Create a deal

After finalizing your plan and estimation, you are ready to create a deal for your ad campaign. For detailed workflow, see Creating a Deal section.

Deal Setting

Follow these steps in the Deal Setting section to create a deal:

Fill in the required information on the Deal Settings section:

1. Deal Name:
   • Enter a unique deal name in the Deal Name field.
2. DSP:
   • Choose the DSP (Demand-Side Platform) from the dropdown menu.
   • The other fields on the Deal Settings section are optional. You can choose to fill them in or leave them blank.
3. eCPM:
   • The eCPM field in the Deal Settings is automatically populated with the value entered during the avail estimation.
     

     

4. In the Price Settings section:
   • The Pricing Model will be Fixed Price from avail calculation.
   • The CPM values will be pre-filled in based from avails CPM value.
   • The other fields in the Price Settings section are optional
5.  In the Deal Reporting Labels section, all fields are optional. You can choose to fill them in or leave them blank.
6. Review all the mandatory fields in the Deal Settings section and then click Save and Continue.

Edit a deal

The Edit Deal page will open, allowing you to review and make changes to the parameters you selected during the planning stage.

Targeting Setting

In the Targeting Setting section, follow these steps to review and update the selected parameter. For detailed workflow, see the Setting Deal Targeting  section.

1. Define your deal’s ad formats and ad sizes:
   • Review the Ad Size parameters selected during deal planning (for example, Ad Sizes: 300 x 250, 728 x 90).
   • You can remove selected parameters and add new ones from the Ad Size dropdown. Any changes will update the deal settings, making them different from the original deal plan.
2. Define your deal’s geography
   
   • Review the selected country during deal planning (for example, Country selected: US)
   • You can remove selected country and add a new country. Any changes will update the deal setting, making them different from the original plan.
     
3. You can add parameters to further customize your deal, adjusting it to meet specific requirements beyond the initial plan.
4. Click Save and Continue to view the deal summary.

 Summary

After completing the setup for Deal Setting and Targeting, you are directed to the Summary Page.

1. You will review all of the key details summarized in the page:
   • Deal Settings: Ensure the Deal Type, Deal Name, Time Zone, ATC, and Request Capping are correct.
   • Price Settings: Review the selected pricing model, minimum price, and audience discount rules to ensure accuracy.
   • Targeting: Review the selected parameters (Ad Size, Geography, Device Type) and their associated statuses ALLOW/BLOCK).
2.  After reviewing all the sections, you can:
   • Click Save As Deal to save the deal with all the current settings.
   • If further changes are needed, you can navigate back to previous pages for additional changes.
3. Your new deal is created and can be accessed directly from the Dashboard.

Last Modified: April 18, 2025 at 3:41 pm