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Build an RFP

OTT Hub buyers can build RFPs and then either make them available to all programmers in the RFP Gallery or send them only to selected programmers.

To build an RFP:

  1. From the Advanced TV navigation menu, click RFP Builder in the OTT Hub section to navigate to the RFP Builder page.

    ATV-Global_Nav-RFP_Builder_menu_selection.png

  2. Click the caret next to the dataset folder that contains one of the segment categories you want to use to build the new RFP and continue expanding the folders until you see the segment category you want.

    • If you already know the name of the segment category or the value, you can enter the segment category name or value name in the search bar or in one of the Audience Builder boxes. You can also perform an advanced search that includes one or more search filters by clicking the advanced search icon in the search bar (see "Perform an Advanced Search in a Builder" for more information).

    • To see a list of the the segment values for a particular segment category, click the caret to expand the segment category or click anywhere in the segment row to open a panel below the folder tree. For Data Marketplace segments, the panel will also display a segment description and the CPM for each segment value.

    • You can find copies of your most recently-added segment categories (and their segment values) in the "Recently-Added Data" folder (up to 30 segment categories are displayed).

    • You can find copies of your 30 most frequently-used segment categories (and their segment values) in the "Frequently-Used Data" folder (this is based on the usage in the last 3 months).

    • You can also use any of your previously built RFPs in the "Built RFPs" folder (but no segment values will appear when you drag the previously built RFP into one of the boxes).

    OTT-___Build____An____RFP-___folder____carets.png

    Note

    To display all of the available values within a given segment category, click the caret to the left of the segment category name.

    OTT-_______________Build________________An________________RFP-_______________segment________category________________caret.png
    OTT-_______________Build________________An________________RFP-_______________segment________category________________values________in________tree.png

    Note

    Don't see the type of Data Marketplace data that you need? Click DATA MARKETPLACE to navigate to the Data Marketplace in your Connect account.

    OTT-_______________Build________________An________________RFP-_____Data__Marketplace__button.png

  3. Drag a segment category or segment value into the INCLUDE box.

    OTT-_______________Build________________An________________RFP-_______________INCLUDE____box.png

    Note

    When you drag a segment category, all of the values for that category are included by default. You can click the caret in the row for the segment you just created to display the list of all values for that category and then select or deselect any desired values. If the category contains seven or more values, you can also use the search bar or the select all/clear all functionality.

    OTT-___Build____An____RFP-segment__row__caret.png
    OTT-___Build____An____RFP-segment__row__values.png

    Note

    You can select multiple segment categories and/or segment values and then drag them into the box as a group.

    Note

    You can also use a previously-created audience as a component of your new audience by opening the "Built/Saved Audiences" folder. However, no segment values will appear.

  4. Make any additional adjustments to the RFP:

    • To add additional members (or devices) to the RFP, drag another segment category or value into the INCLUDE box.

    • If you want to exclude certain members (or devices) from the RFP, drag an additional segment category or value into the EXCLUDE box.

    Note

    The individual segment components in the same segment box can be joined either by “And” (to include only subscribers or devices who are in both categories) or “Or” (to include all subscribers or devices who are in at least one of the included categories). Click the AND/OR selector to change the join method.

    OTT-___Build____An____RFP-And__Or__selector.png

  5. Enter a name for the RFP in the "RFP Name" field.

    OTT-___Build____An____RFP-RFP_Name_field.png

    Caution

    The RFP name can only contain letters, numbers, hyphens, underscores, or spaces, and cannot be longer than 240 characters.

  6. To add RFP settings, select the RFP SETTINGS tab:

    OTT-_______________Build________________An________________RFP-RFP_Settings_tab.png
    OTT-_______Build________An________RFP-_RFP__Settings__popup.png

    Note

    RFP settings can also be added after the RFP has been saved.

    • RFP Use Case:

      • Public RFP (available to all programmers in the RFP Gallery)

      • Private RFP (available only to selected programmers)

    • Programmer: The programmer(s) you'd like to make the RFP available to (select from the drop-down list) (for private RFPs only).

    • Deal ID: The Deal ID to be used for this audience (for private RFPs only).

    • Contact Info: The email address of the person to contact to obtain a Deal ID for the audience.

    • Estimated Start Date

    • Estimated End Date

    • Campaign Objective: A description of the objective of your campaign.

    • Media Budget

    • Desired Number of Devices

    • Desired Number of Impressions

  7. When you finish building the RFP, click SAVE RFP from either the TARGETING tab or RFP SETTINGS tab.

    OTT-_______________Build________________An________________RFP-___Save__RFP__button.png
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