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Deal Lists

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Deal Lists

Deal Lists allow users to group multiple Deals into a reusable list that can be applied across Campaigns and Lines. They are useful when the same group of Deals will be targeted across multiple strategies.

Create Custom Deal Lists

  1. Navigate to the Inventory tab.
  2. Select New Deal List.
  3. Name the Deal List.
  4. Add Deals from the available Deals table using the green plus sign (+).
    • To remove a Deal, use the red minus sign (−).
  5. Save the Deal List.

Once saved, the Deal List becomes available for use in Campaign and Line Targeting.

Use a Deal List in Campaign or Line Targeting

Deal Lists can be applied at the Campaign and/or Line level.

  1. Open the applicable Campaign or Line in Edit Mode.
  2. Navigate to Targeting.
  3. Select Edit Targeting.
  4. Open Inventory > Deal Lists.
  5. Search for the Deal List by Name.
  6. Select the green plus sign (+) to add the Deal List.
  7. Save the Targeting changes and submit the Campaign or Line update.

If Deal List Targeting is applied at both the Campaign and Line levels, the settings are evaluated together. The resulting inventory must satisfy the applicable Deal Targeting requirements at both levels.

Example: If a Campaign targets a Deal List containing Deals A, B, and C, but the Line targets a Deal List containing only Deals B and C, the Line is effectively limited to Deals B and C.

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