Create a new deal using inventory groups

Note: Effective August 17, 2021, the Deal Type (One to One and One to Many) and Payout fields are no longer available in this deal form. For more information, contact your Index Representative.

  1. Enter your email address and password to log in to the Index UI at app.indexexchange.com. If you don’t have login credentials, see Log in to the Index UI.

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

  3. Go to Private Market > Deals.
  4. Click the Create Deal drop-down list and select Using Inventory Groups.
  5. Under Deal type, select one of the following deal types and set a priority if applicable. For more information on deal types, see Comparing deal types.
  6. Option Description Deal priority

    Private auction deal

    This deal type is configured to use a first-price auction and to compete with open market bids.

    This deal type is automatically set to compete with open market bids and has no priority.

    Preferred deal

    This deal type does not compete with open market bids and can be configured to use either a first or fixed price auction. Make sure that your ad server, such as Google Ad Manager, is also configured to prioritize this deal type.

    In the Priority drop-down list, select a number between 1-10 to specify this deal's priority in the auction that takes place within Index.

    Custom

    This deal type allows for custom deal configuration settings.

    Note: If you are creating the deal to serve interactive skin ads and have enabled the MASS Prebid module with Index, select the Custom option.

    In the Priority drop-down list, select one of the following options:

    • If you want this deal to compete with open market bids, select Competes with open market (no priority).

    • If you don't want this deal to compete with open market bids, select a number between 1-10 to specify this deal's priority in the auction that takes place within Index.

    Note: If you are creating the deal to serve interactive skin ads and have enabled the MASS Prebid module with Index, select a Priority of 5.

    Note: Setting a deal priority of 1-10 allows you to prioritize the deals that you've created, and specify the ones you prefer to win. For example, if you prefer this deal to win over another deal you've created, set the priority of this deal to 10 and the priority of the other deal to a lower number. This priority does not impact the deal priority in your ad server (such as Google Ad Manager).

  7. In the Deal name field, enter a name for the new deal you are creating.
  8. In the Deal ID field, enter a unique deal identifier 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.
    • If you are creating the deal to serve interactive skin ads and have enabled the MASS Prebid module with Index, you will need to create a deal ID that starts with the word MASS. We recommend the following format: MASSTECHVENDORBUYERDATE.
      Example: MASSINSKINMEDIACOM08072021

    • Click GENERATE if you want our system to generate a deal ID for you automatically.
  9. In the DSP drop-down list, select the corresponding DSP for this deal.
  10. Optionally, in the Buyer seat ID field, enter a Buyer Seat ID, also known as a Trading Desk ID, if a buyer has provided you with one. It must correspond with the DSP selected in the DSP field.
  11. In the Start date and End date fields, specify the duration of the deal.
  12. In the Rate field, specify the minimum gross CPM rate in USD that DSPs can bid for impressions.
  13. In the Auction type drop-down list, choose the type of auction that the deal 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 amount defined in the Rate field. If the winning bid is higher than the fixed rate, the bid is reduced to the fixed rate.

    Note: If you are creating the deal to serve interactive skin ads and have enabled the MASS Prebid module with Index, select the Fixed option as the auction type.

    Note: The second price auction type is deprecated and no longer supported.

  14. In the Post-Auction Discount field, choose one of the following:
    • To set a discount percentage negotiated with the buyer, enter a discount percentage, such as 10.5. Index recommends setting a maximum discount of 50%, but discounts up to 99.9% are supported.
    • If you do not want to set a discount, leave this field empty.
  15. For the Human verification and campaign blocking checkbox, choose one of the following:
    • Select this checkbox if you want our Ad Quality team to review all new creatives before they compete in an auction blocks that you have set in your campaign settings (Blocks & Campaigns > Blocking Controls).
    • Deselect this checkbox if you want this deal to ignore any blocks that you have set in your campaign settings (Blocks & Campaigns > Blocking Controls). Deselecting this checkbox also means that the creatives bidding for this deal will only undergo an automated malicious threat scan.
    • Note: If you are creating the deal to serve interactive skin ads and have enabled the MASS Prebid module with Index, deselect this checkbox.

  16. In the Inventory Targeting section, complete one of the following:
    • If you want to select an existing inventory group, search or select the inventory groups that you want to include in this deal. An inventory group is a group of site IDs that you want to target in the same way and apply to a specific deal.
    • If you want to create a new inventory group, complete the following:
      1. Click CREATE INVENTORY GROUP.
      2. In the Inventory group name field, enter a name that describes the content on your site. For example, Laptops and Computers.
      3. Select the site IDs that fit into this category and that you want to include in the deal.
      4. Click Create.
      5. From the Inventory group list, select the inventory group that you just created to include in this deal.
  17. Optionally, in the URL targeting (optional) field, type the partial URLs that you want this deal to target. For example, "xyz.com/all/" is a partial site match that means both “ww2.xyz.com/all/stories.html” and “ww3.xyz.com/all/editorial.html” would be eligible to serve impressions.
  18. Optionally, in the Ad units (optional) drop-down list, select ad unit sizes that you want to target in this deal.
  19. Optionally, in the Viewability (optional) drop-down list, select the minimum viewability probability percentage that you want to target in the deal. For more information, see Viewability targeting in deals (Beta). Note: Viewability targeting is currently in closed Beta. If you are interested in participating in the Beta program, contact your Index Representative.
  20. Optionally, in the Countries (optional) drop-down list, select the countries that you want to target in this deal.
  21. Optionally, in the Device types (optional) drop-down list, select one or more of the following device types that you want to target in this deal.

    Device type Description

    Connected device (CTV)

    A connected device, such as Amazon Fire Stick, Xbox, PlayStation, or Apple TV.

    Connected TV (CTV)

    A TV that has built in connection to the internet, such as a Samsung Smart TV.

    Personal computer

    A computer, such as MacBook Pro.

    Phone

    A smartphone, such as iPhone or Samsung.

    Set-top box (CTV)

    A cable box, such as Comcast X1 Box.

    TabletA tablet, such as an iPad.

  22. Optionally, in the Operating systems (optional) drop-down list, select the operating systems that you want to target in this deal.
  23. Optionally, in the Browsers (optional) drop-down list, select the browsers that you want to target in this deal.
  24. Optionally, in the Formats (optional) drop-down list, select one or more of the following ad formats that you want to target in this deal.

    FormatsDescription

    Banner

    An ad that displays as a banner as a static image.

    Video

    A video ad that displays video content. For more information on video ads, see Monetizing video.

    Note: If you want to target video placements in step 21, make sure that you have selected Video in this Ad formats field or have not selected anything to target all ad formats.

    Native

    A native ad is a type of ad format that blends in with the visual design of the page that it lives in. For more information on native ads, see Monetizing native.

  25. If you have specified Video in the Formats field or have not selected anything, you can target video placements. In the Video placements (optional) drop-down, select one or more of the following video placements that you want to target in this deal.

    Video placement optionsDescription

    Instream

    A video ad that displays before (pre-roll), during (mid-roll), or after (post-roll) video content that the user is consuming.

    • Pre-roll is a user-initiated video ad that serves before content that the user has selected to play.
    • Mid-roll is a video ad that appears in the middle of the video content, similar to how a traditional television ad appears.
    • Post-roll is a video ad that appears after the video content has finished playing.

    Outstream: In-article

    A video that loads and plays dynamically between paragraphs of editorial content, and exists as a standalone branded message.

    Outstream: In-banner

    A video that exists within a web banner that uses the banner space to deliver a video experience.

    Outstream: In-feed

    A video that displays in content, social, or product feeds.

    Outstream: Interstitial/slider/floating

    A video that covers the entire or a portion of the screen area, and is always visible even when the user is scrolling on the screen.

  26. Optionally, in the Skippable (optional) drop-down list, select one or more of the following video ad formats that you want to target in this deal.
    Skippable optionsDescription

    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.

  27. Optionally, in the Playback method (optional) drop-down list, select the video playback methods that you want to target in this deal.
    Playback method optionsDescription

    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 onThe video starts playing with the sound on after the user mouses over it.
    Initiates on page load with sound off by defaultThe video starts playing with the sound off as soon as the page loads.
    Initiates on page load with sound onThe video starts playing with the sound on as soon as the page loads.
    UndefinedA playback method has not been specified for the video.
  28. Optionally, in the Ad duration (optional) list, select the ad slot duration allowance for the video ad. Video ads that are least this length will be targeted in the deal.
  29. Optionally, in the Content Genre (optional) list, select the video genres that you want to target in the deal.
  30. Optionally, in the Content ratings (optional) drop-down list, choose the content ratings for the instream or CTV video content that you want to target in the deal. The list includes standard content ratings by country. Note: Currently, the list only includes U.S. ratings.
  31. Optionally, in the Content livestream (optional) drop-down list, select one of the following streaming options that you want to target in the deal.
    Streaming optionsDescription

    Live content

    Content that is real-time and streaming live.

    Not live

    Content that was pre-recorded and not streaming live.

  32. Optionally, in the App bundles - Beta (optional) list, select the app bundles that you want to target in this deal. Only app bundles that have been pre-registered will be listed. If you want to add an app bundle, contact your Index Representative.
  33. Optionally, in the Audiences (optional) drop-down list, select the audience files that you want to target in this deal.
  34. Click CREATE.