Overview

Deal sharing lets one Maestro company make a deal available to another company. The receiving company can then include the shared deal in a meta-deal and use the meta-deal’s ID in a DSP.

The workflow involves two companies:

• Sharing company: creates a standalone deal and selects which partner companies can use it.
• Receiving company: selects the shared deal and adds it to a meta-deal.

The receiving company can view the information needed to select the deal, but cannot open the sharing company’s deal summary or access its full targeting configuration.

Prerequisites

To share a deal:

• Your company must have access to the deal-sharing feature.
• Your Equativ representative must enable the relationship between your company and each receiving company. Contact your Equativ representative to request this setup.
• The deal must be a standalone deal, without child deals. You cannot share a meta-deal.

Access

To share and use deals across companies, log into Maestro and select Media Planning from the left-hand menu.

Share deal on creation

To share a deal with another company, follow these steps:

1. From the left menu, select Media Planning.
2. Configure the deal’s targeting and supply criteria. For more information, see Set targeting criteria. Leave the Meta Deal section empty.
3. Select Create a deal in the top-right corner.
4. In the Settings section, enter the deal’s name, currency, dates, and other required settings.
5. Open the Share with company dropdown.
6. Select one or more partner companies. The dropdown lists only companies enabled for your company.
7. Configure pricing and any remaining required settings. For details, see Create deals.
8. Select Create.

The selected companies can now find the deal when choosing deals for a meta-deal.

Edit deal sharing

To edit deal sharing, follow these steps:

1. Open the deal summary.
2. In the Share with company dropdown menu, update the selected companies.
3. Click Save.

Use shared deal in meta-deal

Perform these steps in the receiving company’s account.

1. From the left menu, select Media Planning.
2. In the Meta Deal section, select + Add deal.
3. In the Target an existing deal dialog, select Shared with me.
4. Search for the shared deal by name or deal ID. Use the available filters to narrow the results if needed.
5. Select the checkbox next to each deal you want to include.
6. Select Apply.
   The selected deals appear in the Meta Deal section.
7. Add any additional targeting criteria for the meta-deal.
8. Select Create a deal in the top-right corner.
9. Configure the meta-deal’s settings, including its name, currency, dates, available buyer seats or DSP, and pricing.
10. Complete creation and copy the generated meta-deal ID.
11. Use the meta-deal ID in your DSP to activate the meta-deal.

For more information about meta-deal configuration, see Create meta-deals.