Getting Started with Deal Portal

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The guide provides a step-by-step guide to navigate and use the Verve’s Deal Portal application efficiently. The guide will cover essential features such as switching accounts, managing deals, creating new deals, and configuring deals with proper settings. The guide will cover the following seven main sections:

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Getting Started

The section will guide you through the initial steps needed to start working with a Deal Portal application.

Here is what this section covers:

• Registering your User Account
• Logging into the Deal Portal
• Accessing your Deal Portal Dashboard
• Managing your Account Profile

Registering your User Account

To access the Deal Portal, you must have registered user account. If you don’t have a one, please contact your designated account manager. For more information on account setup and access, see the Registering your User Account section.

Once you have a registered user account, follow these steps to log in to the Deal Portal:

1. Launch your web browser and navigate to the following URL:https://marketplace.verve.com/.

2. On the login page, enter your verve registered email address and password.

3. After entering your credentials, click the Sign in button. You will be redirected to the Deal Portal Dashboard page.

4. If you have forgotten your password, click Forgot your password? link on the login page. Follow the instructions sent to your email address to reset your password.

5. If you do not have an account, click Sign up at the bottom of the login page. To request a new user account, please contact your designated account manager.

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Accessing your Deal Portal Dashboard

The Dashboard page provides you a comprehensive workspace to view all active and inactive deals associated with your buyer account, allowing you to create, view, and edit deals.

Navigating your Dashboard

Below is a detailed breakdown of Dashboard’s key features and components.

Left-hand Navigation menu

The left-hand sidebar contains the navigation menu, which includes options like My Deals, Reporting, and Deal Troubleshooting. This menu allows you to quickly access different sections of the dashboard.

• My Deals: The My Deals menu provides access to the default Dashboard page, where you can view and manage your deals. For more details, see the Dashboard Header and Deal Table section.
  

  

• Reporting: The Reporting menu provides access to the Reporting page, where you can customize and run reports. For example, you can filter reports based on options such as Advertiser, DSP, Deal Name/ID, Trafficker/Ad Ops, Sales Person, and Date Range.

• Deal Troubleshooting: The Deal Troubleshooting menu provides access to the Deal Troubleshooting page, where you can use the search functionality to select the deal you wish to troubleshoot, see the Deal Troubleshooting section.

Dashboard Header

The header of the Dashboard includes the following sections:

• User Account Profile: This option is available at the top right corner of the dashboard, providing access to switch accounts, documentation, user settings, and sign out options. For more information, see the Managing your Account Profile section.

• Create New Deal: This button is available on the right side of the dashboard, allowing you to create new deals. Clicking on this button will open the Create Deal page, where you can enter required details like deal name and DSP for creating a deal. For more information, see the Creating a Deal section.

• Bulk Action: The Bulk Action is available below the Create New Deal button, allowing you to perform action on multiple selected deals simultaneously. To use it, first select the deals by clicking Select All or Deselect All at the top of the deal table. Once deals are selected, you can apply Bulk Action options to start or stop them. For more information, see the Bulk Action section.

• Deal Search and Filter:
  The Search Your Deal search box is available at the left-hand side of the dashboard, allowing you to quickly search your specific deals. You can refine your view of the deals by using the following options:
  • Search Your Deals: Search for deal details using the Deal Name, Deal Id, Buyer Account Name, Advertiser Name, Seat Name, DSP, or Created By in the search textbox.

  

  • Deal Filter:
    The Deal Filter is available below the Search Your Deal search box, allowing you to quickly filter deals based on their status.
    • Status Filter: Use this option to filter deals based on their status, such as All, Running, or Paused.

    

    • Select All/Deselect All: Use this option to select or deselect all deals simultaneously. Once selected, you can perform bulk actions, such as running or pausing the selected deals, using the options available under Bulk Action.

    

Bulk Action

The Bulk Action feature updates the status of multiple deals simultaneously. You can run and pause all selected deals with a few simple steps.

Running Multiple Deals

To run multiple deals, follow these steps:

1. From the Deal Filter dropdown, click Paused.

2. All the deals with Paused status are displayed.

3. Click Select All to select all paused deals. Alternatively, you can deselect all paused deals.

4. In the Bulk Action option, click the  icon to run all selected paused deals.

5. A confirmation box appears. Click OK to run the deals or Cancel to discard the action.

6. Once confirmed, the status of selected deals is changed to Running. A confirmation message appears on the top-right side of the Deal Dashboard page, confirming that all selected deals were started.

All selected deals status change to running

Pausing Multiple Deals

To pause multiple deals, follow these steps:

1. From the Deal Filter dropdown arrow, click Running.

Filter your deal by Running

2. All the deals with Running status are displayed.

3. Click Select All to select all deals. Alternatively, you can deselect all deals.

4. In the Bulk Action menu, click the   icon to pause multiple running deals.

5. A confirmation box appears. Click OK to pause the deals or Cancel to discard the action.

6. Once confirmed, the status of selected deals is changed to Paused in the deal table.

📝 Note: You can also update the individual deal status by clicking the or   Icon in the Actions field. For detailed instructions, see the Actions section.

Deal Table

The Deal Table is located at the center of the Dashboard and displays an overview of all your deals in a tabular format. It provides information about the deal:

Actions

You can use the Actions feature to manage various options for deals, such as:

• Run a deal
• Pause a deal
• Edit a deal settings
• Troubleshoot a deal

Running a Deal

To run a paused deal, follow these steps:

1. From the Deal Filter dropdown arrow, click Paused.

2.  All the deals with Paused status are displayed.

3. In the Actions column, click the icon to run a deal.

4. A confirmation box appears. Click OK to start a deal or Cancel to discard the action.

5. Once confirmed, the deal’s status is changed to Running. A notification message appears at the top-right corner of the Deal Dashboard page, confirming that your deal was successfully started.

Pausing a Deal

To pause a running deal, follow these steps:

1. From the Deal Filter dropdown arrow, click Running.

2. All the deals with Running status are displayed. 

3. In the Actions column, click the icon to pause a deal.

4. A confirmation box appears. Click OK to stop the deal or Cancel to discard the action.

5. Once confirmed, the deal’s status is changed to Paused. A notification message appears at the top-right corner of the Deal Dashboard page, confirming that your deal was successfully paused.

Editing a Deal

Follow these steps to edit the deal settings:

1. In the Actions column, click the   icon for the deal you wish to edit.

2. You will be redirected to the Edit Deal page. Update the desired settings and targeting options. For more details on editing a deal, see the Editing a Deal section.

Troubleshooting a Deal

Follow these steps to troubleshoot a deal:

1. Navigate to the list of active deals you wish to troubleshoot.

2. In the Actions column, click the icon for the deal you wish to troubleshoot.

3. You will be redirected to the Deal Troubleshooting page for that specific deal, allowing you real-time insights and tools for managing active deals effectively. For more information, see the Troubleshooting deal from Action column.

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Managing your Account Profile

The Account Profile section provides you quick access to various settings and actions related to your account profile. This section is typically located in the upper right corner of the Deal Portal, represented by your name or profile icon.

 

User Account

When you hover over your user account, the following options are displayed:

• Switch Accounts: Quickly switch between accounts you have access to within the Deal Portal. You can choose your desired buyer account from a list and save the selection. For more information, see the Switching Accounts section.

• Documentation: Access official documentation and User Guide for assistance with navigating to the Deal Portal.

• User Settings: Access and manage your account profile settings. For more information on User Setting, see the User Settings section.

• Sign Out: Securely log out of your account in the Deal Portal.

Switching Accounts

Accessing Switch Accounts

To access the Switch Accounts option, follow these steps:

1. After logging into the Deal Portal, you will see the Switch Accounts option on the top-left side of the navigation menu.

Access Switch Accounts (Top-Left view)

2. Alternatively, click your account profile in the top-right corner to access the Switch Accounts option.

Access Switch Accounts (Top-Right view)

Managing Switch Accounts page

The Switch Accounts page appears when you select the Switch Accounts option from the profile dropdown menu. This page allows you to view and access multiple buyer accounts and their respective deals.

Switch Accounts page

The Switch Accounts page provides the following functionalities:

• View available buyer accounts

• Search for specific buyer accounts

• Switch to a desired account

Viewing available Account

You can view a list of buyer accounts assigned to you.

View available buyer accounts

Searching for an Account

To quickly find a specific buyer account, follow these steps:

1. Click on the search bar and type the buyer account name either full or partial.

Search buyer account by full or partial name

2. As you type, the list will filter to show a matching buyer account name. To return to the full list, clear the text from the search bar. For example, typing Test buyer in the search bar will show accounts like Test buyer, Test buyer2, or other similar matching names.

Filtered buyer account by name

Switching to your Account

To switch to a desired buyer account, follow these steps:

1. Select your  buyer account name.

Select a buyer account

2. Click Save to confirm your selection.

Select a buyer account

3. You will be redirected to the Deal Portal Dashboard for the selected buyer account.

Deal Portal Dashboard

User Settings

This section allows you to view and manage your personal information, including your name, email and password.

The following personal information is displayed on the User Settings page:

Accessing User Settings

To access the User Settings page, follow these steps:

1. Navigate to your user account profile in the top-right corner.

2. Select User Settings from the dropdown menu, or access it through the left navigation panel.

User Settings

Managing User Settings page

To view and update your personal information, follow these steps:

1. View Existing Information

• On the User Settings page, you can review your Name and Email displayed at the top of the page.

User Settings page

2. Update Name:

• Click the Edit button next to the Name field.
• Enter your updated first and/or last name.
• Click Save to confirm your changes or  Cancel to discard them.

Edit Name

3. Update Password::

• Click the Edit button next to the Password field.
• Enter your current password.
• Enter your new password and confirm it by re-entering the same password.
• Click Save to apply your new password or Cancel to discard the changes.

Edit Password

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Creating a Deal

The section will guide you through the steps needed to create a deal within a Deal Portal application.

Here is what this section covers:

• Prerequisites
• Accessing the Create Deal Page
• Overview
• Workflow for Creating Deal

Prerequisites

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

1. You have a registered user account and buyer account
   See Registering your User Account

2. You are logged into the Deal Portal.
   See Logging into the Deal 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 Settings 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 section.

Deal Settings

Deal Settings

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.

2. Deal Name (Required):

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

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

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.

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.

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.

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.

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.

Follow these steps in the Price Settings section:

Price Settings

Price Settings

• From the Price Model dropdown menu, click to select from following available options:
  • Min Price (Default)
  • Fixed Price

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.

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

Deal Reporting Labels

1. Sales Person (Optional):

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

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.

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Last Modified: January 6, 2025 at 2:58 pm