Managing deals

Last updated on March 20, 2018

After creating deals, you can view key attributes and perform basic operations with them in the List View of the Deals tab.

Viewing deals within the OX UI.

In addition to viewing non-performance deal information, you can perform the following tasks:

Finding deals to manage

If the View Deals table lists many deals, you can use several methods to find specific deals quickly.

Sorting deals

Organize deals by clicking a column heading. By default, deals are sorted by the PriorityIndicates which deal or line item should take precedence in the case that multiple deals or line items are eligible to serve for a given ad request. column.

For instance, clicking the Deal Name column heading will sort all the deals alphabetically by name.

Click any of the column headings listed below to sort the deals.

  • Deal Name
  • Status
  • Deal Type
  • Package Name
  • Priority
  • Price
  • Start Date
  • End Date

Filtering deals

Filter the list by a specific Deal Name, Deal ID, Package Name, Status, and/or Deal Type to view deals that meet those criteria.

  1. Enter the Deal Name or Deal ID in the search window. Deals will be filtered in real-time.
  2. Click the filter icon to reveal Package Name, Status, and Deal Type filtering options.
  3. To filter by Package Name, Status, or Deal Type, click in the selection window and select one or more items.

Cloning deals

Cloning a deal allows you to create a new deal with many of the same properties quickly.

  1. Select one or more deals.
  2. Click the Clone button.

Note: After cloning a deal, you can edit the new deal to give it unique properties.

Editing deals

You can edit a deal after creating it. For example, you may want to adjust price or other parameters based on performance metrics.

  1. Click the name of a deal in the List View or Performance View of the Deals tab.
  2. Modify any settings, and click Save.

Deleting deals

Deleting deals can be useful in several cases. You may have accumulated many expired or inactive deals that you no longer need, or you may have a deal with an incorrect on behalf of account setting that cannot be edited.

Note: Before deleting a deal, make sure you will no longer need it. You cannot recreate a deal with the same ID. An advertiser may have targeted that ID and may want to reuse it. If you are uncertain whether you will need a deal ID in the future, you can pause it or give it an end date.

Delete one or multiple deals.

  1. Select one or more deals.
  2. Click the Delete button.

Pausing and resuming deals

Pausing a deal makes it inactive, or unavailable for bidding. This is useful if, for example, a web siteAn OpenX component that represents top-level domains or subdomains and is used to organize ad units. Sites enable you to target and report on inventory performance. providing inventoryAd space available on a website or app. The basic unit of inventory for OpenX is an ad unit. is scheduled to be temporarily out of service for maintenance. Resuming a deal makes it active again and available for bidding.

Pausing deals

Pause one or multiple deals.

  1. Select one or more deals.
  2. Click the Pause button.

Resuming deals

Restart one or multiple deals that have been paused.

  1. Select one or more deals.
  2. Click the Resume button.

Prioritizing deals

Optimizing a deal's priority may help improve monetary performance. Deals are part of the Non-guaranteed buying modelThe terms under which a specific inventory purchase is made, as well as the priority order in which OpenX considers a line item for selection, including 1. Guaranteed – exclusive; 2. Guaranteed – share of voice; 3. Guaranteed – volume goal; 4. Non-guaranteed – preferred access; 5. Non-guaranteed; 6. House tier of inventory that fall into one of several groups: preferred, private, or open auction. The chart below shows how these groups are prioritized.

 

Preferred Deal Private Auction
Within Open Auction

 

Of these deal groupings, only preferred and private deals compete directly with each other. To ensure that OpenX Ad Exchange can automatically resolve any conflicting deals, the deal priority of preferred and private deals can be set. OpenX Ad Exchange uses the following rules to resolve conflicts between preferred and private deals:

  • Deals with a lower number take precedence.
  • Multiple deals with the same priority are resolved based on the price.
  • If multiple deals have the same priority and price, a winner is randomly selected.

Prioritize a deal

You can set a priority when you create a deal (the default priority is 5) or adjust it later. The following instructions assume that you have an existing deal whose priority needs to be adjusted.

  1. Click the Deals tab. All deals will be listed.
  2. Find the deal whose priority needs to be adjusted.
  3. Click the name of a deal.
  4. Adjust the Priority slider under the Deal Type heading of the Deal Details section.
  5. Click Save Deal. The deals are re-sorted according to the new priority.

This topic applies to Ad Exchange. This topic applies to Programmatic Direct.