An overview of the processes and considerations you should be aware of when activating a cohort with Publishers through the Permutive platform.

Onboarding: Connecting you with Publishers

During onboarding, we ask that you identify which publishers you would like to work with while using the Permutive Audience Platform. We do this at the start of the relationship to ensure publishers are connected in time for any activation. 

Upon identifying the publisher you would like to connect with via the platform, Permutive will perform outreach to our publisher customers to ask for their participation in the opportunity.

Note: If you already have a pre-existing relationship with a publisher selected, please inform your CSM.

Once a publisher accepts, they will connect to your Audience Platform account and will feature as a connected Publisher in the “Connections” tab. 

Outreach to publishers will commence as soon as the publisher list is shared. Publishers will be notified and provided with a link to connect to your instance. This process can take up to 3 days to complete and is subject to the publisher agreeing to participate. 

Post-Onboarding: Connecting you with new Publishers

If you would like to work with a new publisher after onboarding, please inform your CSM and they will instruct our Campaign Operations team to perform the necessary outreach to ask the publisher to connect. 

The same timing considerations apply as described above.

Campaign Activation: Creating a cohort in the platform 

At the start of the relationship, we will ask you to give an indication of the number of campaigns you expect to run out of the platform within your contract. This will help to give an indication as to the scale of the cohorts.

In order to activate a campaign in your DSP using Permutive targeting, you must first create a cohort in the platform. Ahead of cohort creation, you will need to share the following information about the campaign with your dedicated CSM - this needs to be completed for each campaign. We ask for this information as it is important in understanding the scale of the campaign and will inform the publisher deal setup:

• Overall Permutive dedicated media budget 
• Expected start and end date 
• A list of all creative types and sizes (See Creative Considerations below)
• Confirm DSP seat information 
• High-level brand safety settings 
• List any 3rd party verification vendors being applied
  

You can create a cohort for a connected publisher(s) in the platform at any time. 

Once a cohort is created, a publisher will be notified and instructed to create the deal using the targeting key values that are created by the Audience Platform. 

Publishers will create a deal for each cohort deployed in the platform. Publishers work to 72 hours turnaround times for deal creation once a cohort is created. Please be mindful of this when creating a cohort for an upcoming activation. 

All deals will be sent to your provided DSP seat. Once issued, you will be able to build the campaign in your DSP. 

When setting up campaigns, it is important that the best practice set up guide for Permutive deals is followed. This is because these deals use exclusively 1P cookie data and applications that leverage 3rd party cookies will limit reachability. 

In order for your CSM to monitor the success of the campaign, we ask that you share the following:

• Reporting only DSP access to the relevant DSP seat 
  • If the above is not permitted, a scheduled daily report in line with the format shared here
• A list of all campaign DSP or AdServer Creative IDs (needed for reachability tracking)

Campaign Activation: Creative Considerations

To enable maximum delivery scale across your activation, we recommend running either IAB standard display formats or in-stream standard pre-roll video formats across Permutive deals.

In the event of preferences to run any creative formats/sizes outside of these, please speak to your CSM.