Adding New Deals

When you negotiate your own deal, you can add it to the DSP in My Deals, and then use the deals with any of your tactics.

If the deal that you negotiated is a guaranteed deal with a publisher that sells inventory on Google, you must accept a proposal to add the deal to the DSP. Review the following articles for important information about negotiating deals on Google and viewing proposals in Basis:

Deal Verification

After you successfully negotiate a deal with an exchange and have agreed on pricing and other details, you'll receive a deal ID. You cannot add a deal to the DSP without a deal ID.

Some exchanges, such as Google, PubMatic, and Rubicon, can verify your deal ID and automatically fill in the deal details. If you're using one of these exchanges, you only need the name of the exchange and the deal ID, and the exchange provides the rest of the information.

If you're not using an exchange that verifies deals, you can still add your deal to the DSP. Basis may be able to fill some information (like device type, creative type, or ad size,) but you'll have to enter the remaining details manually.

Required Deal Details

Most exchanges require these details at a minimum:

  • Commitment Type

  • Exchange

  • Deal ID

  • Publisher

Adding a Deal to My Deals

Note: You must have a deal ID in order to add a deal to My Deals.

Access My Deals through the Inventory Directory.

To add a deal to the DSP:

  1. Go to Main Menu [] > Inventory Directory.

  2. Select Private Marketplace > My Deals.

  3. Click Create new deal.

  4. Select the deal type: Guaranteed or Non-guaranteed.

    Tip: See Programmatic Guaranteed to learn more about guaranteed deals.

  5. Select an Exchange.

  6. Enter a deal ID as provided by the exchange or publisher.

  7. Click Next.

    • If the exchange can verify the deal, it automatically fills in the necessary details. If the vendor name that the exchange provides doesn't exactly match the name of your vendor, select the correct vendor from the list.

    • If the exchange can't verify the deal ID, you'll see an alert. Click Retry to send the ID to the exchange again, or enter the deal details manually.

    • If Basis can verify the deal internally, you'll see some deal details such as the format, device, ad size, and auction volume. Review this information, then click Continue to see the full deal details and provide more information.

    • If the deal cannot be verified, you have to enter the details manually.

  8. Enter the deal details. The DSP uses this information to validate tactics that use this deal, so fill in as many fields as you can. Every deal must include at least a Deal Name and Vendor, and guaranteed deals also require Impressions and Budget. See Deal Details for more information.

  9. If there's any additional information about the deal that you want to include, attach up to three PDF files (25 MB total). Click Attach a file, then select the PDFs you want to upload.

  10. Click Save. You'll see your new deal in My Deals, and it's also available in the tactic editor when you set up PMP tactics.