Create a Marketplace Package

Create Marketplace Packages to bundle inventory from multiple publishers, add targeting, and price them according to the value they bring to the buyer using a single deal A private auction that allows publishers to offer specific inventory directly to selected buyers identified by a deal ID. Terms are negotiated and are agreed upon before the auction occurs. ID. If you want to create a Marketplace Package by copying another one, you can clone a Marketplace Package instead. For tips on how to optimize a Marketplace Package , see Targeting tips to improve Marketplace Package performance.

  1. Enter your email address and password to log in to the Index UI at app.indexexchange.com.

  2. If you have more than one account, select the account that you want to access.

  3. Click Deals.
  4. Click Create Deal and select Marketplace Package.

  5. In the Name field, enter a unique name for this package.

  6. In the Deal ID field, enter a unique deal identifier for the package by selecting one of the following options:
    • Enter a new deal ID into this field manually. Deal IDs can only contain letters, numbers, and dashes. The deal ID cannot start with a zero or contain spaces.
    • Click GENERATE if you want our system to generate a deal ID for you automatically.

  7. In the DSP Demand-Side Platform (DSP). A software platform that automates bidding decisions in real-time and efficiently connects buyers and audiences through an ad exchange or SSP. Also known as a buy-side platform. drop-down list, select the corresponding DSP for this package.

  8. Optionally, in the Buyer seat ID field, select a Buyer Seat ID, if a buyer has provided you with one. It must correspond with the DSP selected in the DSP field. Index recommends to always select a Buyer Seat ID if available. If you work with any of the following DSPs, a Buyer Seat ID is required:

    • Display & Video 360

    • Quantcast

    • The Trade Desk

    • Amazon

    • Xandr Invest

  9. In the Start date and End date fields, specify the duration of the package.
  10. Optionally, in the Reporting Labels section, enter values for the labels that you want to be able to report on. You can add one value for each of the following labels:
    • Agency: Use this label to associate the deal with an agency.
    • Advertiser: Use this label to associate the deal with an advertiser.
    • Salesperson: Use this label to associate the deal with a salesperson.
    • External reference ID: Use this label to associate the deal with an external record system.
    • Custom: Use this label to associate the deal with any other values that you want to report on that don't fit the categories listed above.

    Notes:

    • To keep the values that you enter for each label consistent for reporting, it is best practice that you plan the taxonomy that you want to use before you start adding the values. For example, the values "Advertiser Corp.", "Advertiser Corporation", and "advertiser corporation" would all be considered different values in reporting.
    • Comma-separated values are allowed and are considered a single value in reporting.

  11. In the Auction type The RTB auction type and can be either a first price auction (an auction where the highest bid wins, and the winner pays the highest bid amount in full) or a fixed price auction (an auction that has priority over all other auction bid types and the bid must meet or exceed the pre-determined fixed price). drop-down list, choose the type of auction that the package will participate in. Refer to the following table for more information about each auction type.
    OptionDescription

    First

    The highest bid wins and the winning bidder owes the winning bid price.

    Fixed

    The winning bidder only owes the negotiated fixed price For specific deals, a fixed price can be negotiated between a publisher and a buyer. If the advertisers bid at this fixed price or above, their bid responses are eligible to compete in the auction, and, if they win the auction, they only pay the fixed price regardless of what their bid amount was. amount defined in the Price field. If the winning bid is higher than the fixed price, the bid is reduced to the fixed price.

  12. If you selected First as the auction type, in the Floor A pricing control used by publishers and exchanges to set a minimum sale price on inventory. price field, specify the minimum gross CPM Cost Per Thousand (CPM). A pricing structure for buying impressions and is the cost of serving an advertisement 1,000 times. Also known as Cost Per Mille (where M represents 1,000 in Roman numerals) or Cents Per Mille. rate in USD that DSPs must bid for impressions. The highest bid wins and the winning bidder owes the winning bid price.
  13. If you selected Fixed as the auction type, in the Price field, enter the winning bid price. This is the minimum gross CPM rate in USD that DSPs must bid for impressions, but if the winning bid is higher than the fixed price, the bid is reduced to the fixed price.
    Note: The floor price must be higher than a Publisher The owner of a website or app where advertisements are served.’s floor setting for the deal ID to transact.
  14. In the Partner name fee section, choose the type of fee that you'll earn from impressions.
    OptionDescription

    Use default Marketplace fee

    Select this option if you want to earn your default fee percentage or fixed-rate CPM fee for impressions. For reference, your default fee is shown next to this option.

    Use custom fee

    Select this option if you want to earn a custom fee percentage or fixed-rate CPM fee that is specific to this deal ID. Choose one of the following options:

    • Select % to earn a percentage of the media spend for impressions and enter the percentage value.

    • Select CPM to earn a fixed rate for impressions and enter the rate in USD. Note: If using a fixed price auction, the CPM value must be lower than the fixed price for the deal ID to transact.

    If you choose this option, you can't change it to your default margin later.

  15. In the Targeting section, under Required, you must target at least one publisher, one deal, one domain or app bundle, or one segment. It is recommended that you apply segment targeting, then app and bundle targeting, and only apply publisher targeting if you need to target certain publisher integrations.

    Option Description

    Target all inventory for specific publishers.

    Note: You can target publishers or deals, but not both.

    1. Expand Publishers or Deals.

    2. Click Target publishers.

    3. Select the publishers to target.

    If you have worked with a publisher to negotiate a deal that you can target, you can target that deal instead of targeting all of the publisher's inventory. For more information about this option, see Targeting a deal in a Marketplace Package (Beta).

    Note: You can target publishers or deals, but not both.

    1. Expand Publishers or Deals.

    2. Click Target deals.

    3. Select the deals to target.

    Note: If you target a deal, for the deal to activate, the targeting conditions set in the publisher's deal and the targeting conditions set in the Marketplace Package must be met. The publisher's floor setting is also considered. To see the publisher's deal settings, click the icon beside the name of the deal. For details on these settings and how floor settings work, see Viewing a publisher's deal settings for a targeted deal.

    Restrict targeting to a specific list of domains and app bundles. For more information about how to structure domain targeting, see How domain targeting works.

    1. Expand Domains and App Bundles.

      In the Included domains and app bundles list, click Edit List.

    2. Enter the domains and app bundles to target.

    3. Click Apply.

    Exclude a list of domains from targeting. For more information about how to structure domain targeting, see How domain targeting works.

    Note: If there are any domains or app bundles in the included list, all entries in the excluded list are ignored because targeting will be restricted to the values in the inclusion list.

    1. Expand Domains and App Bundles.

    2. In the Excluded domains and app bundles list, click Edit List.

    3. Enter the domains and app bundles to exclude.

    4. Click Apply.

    Target segments and exclude segments.

    Before you can see or target segments, they must be set up by Index. You can include up to four segment rule sets and exclude one segment rule set. For more information about how to set up segment targeting, see How segment targeting works.

    Note: There may be limitations to using certain segments. For details, see Data usage limitations.

    1. Expand Segments.

    2. Select the segments to include and exclude.
  16. To target specific device types, inventory channels, formats and sizes, interstitial A ad that covers the entire screen of the device/host app. ads, and rewarded An opt-in video ad experience, typically in mobile apps, in exchange for which the user receives some type of in-app or in-game currency. ads, in the Optional section, expand General and configure the following options:

    OptionDescription
    Device types

    Inventory channels

    • In-app: An ad that displays in an app.

    • Web: An ad that displays in a browser environment.

    Formats and sizes

    Note: It is recommended that you select a format to target. If you have a deal that targets multiple formats, consider creating separate deals for each format to increase deal performance.

    Interstitial

    • Interstitial: A full-screen ad that covers the entire interface of the host app.

    • Not interstitial: An ad that doesn't cover the entire interface of the host app or site, such as a banner or popup ad.

    Rewarded

    • Rewarded: A type of ad that the user receives a reward for viewing, such as if the user must watch a video ad before reading a news article.

    • Not rewarded: A type of ad that isn't associated with a subsequent reward.

  17. To target specific operating system and browsers, in the Targeting (optional) section, expand Environment and configure the following options:

    OptionDescription

    Operating systems

    In the drop-down list, select the operating systems that you want to target in this deal.

    BrowsersIn the drop-down list, select the browsers that you want to target in this deal.

  18. To target specific geography, in the Optional section, expand Geography and configure the following options:
    OptionDescription

    Target specific countries.

    Although this is an optional setting, it is recommended that you target the countries with the IP traffic that the buyer intends to buy from.

    1. Expand Geography.

    2. In the Countries list, select the countries that you want to target.

    Restrict targeting to a specific list of zip and postal codes.

    You can select up to 5000 zip or postal codes to include or exclude. It is recommended that if you are using zip or postal code targeting, that you also target the countries that correspond to those zip or postal codes to make sure that you are selecting the correct regions.

    For more information about restrictions with zip and postal code targeting, see Targeting geography in Marketplace Packages.

    1. Expand Geography.

    2. In the Include list, click Edit List.

    3. Enter the zip and postal codes to target. You must specify the entire zip or postal code. Partial entries will not work as expected. Any lowercase letters are converted to uppercase and spaces are removed.

    4. Click Apply.

    Exclude a list of zip and postal codes from targeting.

    Note: If there are any zip and postal codes in the included list, all entries in the excluded list are ignored because targeting will be restricted to the values in the inclusion list.

    1. Expand Geography.

    2. In the Exclude list, click Edit List.

    3. Enter the zip and postal codes to exclude. You must specify the entire zip or postal code. Partial entries will not work as expected. Any lowercase letters are converted to uppercase and spaces are removed.

    4. Click Apply.

  19. To target specific performance metrics, in the Optional section, expand Performance Metrics and configure the following options:

    OptionDescription

    Viewability A measure of how often an impression is actually seen by a user. For example, an ad that is served at the bottom of a page that requires a user to scroll to see it will likely have a lower viewability score than an ad that loads at the top of a page.

    Select the minimum viewability probability percentage that you want to target in the deal. Optionally, select the Include unknown viewability checkbox to also target inventory that hasn't been measured enough to have a viewability score yet. If the deal is for video inventory, it is recommended that you select the Include unknown viewability checkbox. For more information about what viewability is and how we measure it, see What is viewability?

    Video completion rate The percentage of video advertisements that play to completion. Also known as view through rate and video completion rate. (VCR)

    Select the minimum VCR percentage that you want to target in the deal. For more information about what VCR is and how we predict it, see Targeting video completion rate (VCR) in Marketplace Packages (Alpha).

    Note: VCR targeting is currently in alpha.

    Click-through rate (CTR) CTR measures the percentage of times an ad was clicked.

    Select the minimum CTR percentage that you want to target in the deal. For more information about what CTR is and how we predict it, see Targeting click-through rate (CTR) in Marketplace Packages (Alpha).

    Note: CTR targeting is currently in alpha.

  20. To target specific video placements, skippability, playback methods, or ad duration, in the Optional section, expand Video and configure the following options:

    Option Description

    Video placements

    Skippable

    • Non-skippable: A video ad that must be watched in its entirety and cannot be skipped by the viewer.

    • Skippable: A video ad that can be skipped by the viewer after a certain amount of time.

    • Undefined: A video ad that has not been defined as either skippable of non-skippable. If you include this option, the video ad can be either of these types, but would not be included in the targeting if you only choose non-skippable or skippable.

    Playback methods

    • Initiates on click with sound on: The video starts playing with the sound on after the user clicks the play button.

    • Initiates on entering viewport with sound off by default: The video starts playing with the sound off once it becomes visible to the user on the page.

    • Initiates on entering viewport with sound on: The video starts playing with the sound on once it becomes visible to the user on the page.

    • Initiates on mouse-over with sound on: The video starts playing with the sound on after the user mouses over it.

    • Initiates on page load with sound off by default: The video starts playing with the sound off as soon as the page loads.

    • Initiates on page load with sound on: The video starts playing with the sound on as soon as the page loads.

    • Undefined: A playback method has not been specified for the video.

    Aspect ratios

    The aspect ratios to target. Fuzzy matching is used in aspect ratio targeting to minimize rounding errors. Video sizes that are close to the selected aspect ratio will still be included.

    Player width

    The minimum video player width to target.

    Player height

    The minimum video player height to target.

    Ad duration

    Select the ad slot The location on a publisher's website where an advertisement is served. Also known as inventory. duration allowance for the video ad. Video ads that are at least this length will be targeted in the package.
  21. To target content genres or exclude content genres from targeting, in the Optional section, expand Content Genres and select the content genres to include and exclude.
  22. To target content ratings, content livestream, or specific content languages, in the Optional section, expand Content (Other) and configure the following options:
    OptionDescription
    Content genres

    You can either include or exclude specific content genres in your instream or STV Streaming TV (STV). Video content that is shown across any device with an internet connection, for example a Connected TV (CTV). video content targeting.

    1. In the drop-down menu, select either Include or Exclude depending on the type of targeting you need.

    2. Select the genres.

    Content ratings

    You can either include or exclude specific content ratings in your instream or STV video content targeting.

    1. In the drop-down menu, select either Include or Exclude depending on the type of targeting you need.

    2. Select the content ratings.

    Notes: You can either use the include or exclude option, but not both.

    Content livestream

    Select from the following streaming options:

    • Not Live: Content that was pre-recorded and not streaming live.

    • Live Content: Content that is real-time and streaming live.

    Content languages

    Select the language of the video content that you want to target.

  23. To target custom key values in the deal, in the Targeting (optional) section, expand Custom Key Values and select the key and corresponding values that you want to target. Select is any of to include the value in targeting or select is none of to exclude the value from targeting.

    Note: You must register the custom key values with Index before you can see the option to target custom key values in the Index UI The Index UI at app.indexexchange.com that allows you to manage integration settings, such as inventory, campaign, and deal settings.. Until they are registered, this option won't be visible.

  24. Click CREATE.