Create a direct deal

Media Owners
Last Updated: June 10, 2026
  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. Go to Private Market > Deals.
  4. Click the CREATE DEALClosed A private auction that allows media owners to offer specific inventory directly to selected buyers identified by a deal ID. Terms are negotiated and are agreed upon before the auction occurs. drop-down list and select Direct.
  5. Under Bidding strategy, select how you want this deal to compete in the Index auction:
    • Standard: Choose this option to get the highest price for your inventory. With this option, the deal uses a first-price auction and competes with all bids, including open market bids. No priority is given to the deal and the highest bid wins. FloorClosed A pricing control used by media owners and exchanges to set a minimum sale price on inventory. prices from the deal and the open market are considered, and all bids must clear the highest floor between the two.

    • Preferred price: Choose this option to give a buyer an exclusive deal that does not compete with open market bids. With this option, the deal can use a first- or fixed-price auction. The highest bid wins, but bids only have to clear the deal floor. This is a good option when you want to set the deal floor lower than what you'd anticipate the open market floor to be, allowing buyers to bid at a lower clear priceClosed The final price paid for an impression.. Make sure that your ad serverClosed A platform that manages, stores, and delivers advertisements to a publisher's site., such as Google Ad Manager, is also configured to prioritize deals that use this bidding strategy.
    • Priority bidding: Choose this option to give a buyer a preferred chance to bid on the deal and win the auction before other lower-prioritized or non-prioritized bids are considered. There are three ways for the bid to win the Index auction:
      • If it meets or exceeds the deal floor price.

      • If it's the highest bid at that priority level.

      • If the deal is the highest priority deal.

      This is true even if a lower-priority bid or an open market bid would have been a higher price.

  6. If you selected Priority bidding as the bidding strategy, select a number between 1 and 10 to specify this deal's priority in the Index auction. The default priority is 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 Name field, enter a name for the direct deal.
  8. In the Deal ID field, specify a unique deal identifier using one of the following options:
    • Enter your own deal ID. The deal ID can only contain letters, numbers, and dashes. It cannot start with a zero or contain spaces.
    • Click GENERATE if you want our system to generate a deal ID automatically.
  9. In the DSPClosed 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 DSP for this deal.
  10. In the Buyer seat IDs (optional) field, optionally enter a Buyer Seat ID, also known as a Trading DeskClosed A buyer in the RTB exchange. Trading desks integrate with DSPs to participate in the auctions that occur each time an impression is served. A single trading desk may be connected to one or more DSPs. The pairing of a single trading desk with a single DSP represents an advertiser user in our system. 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 in UTC.
  12. To bypass blocks in this deal, deselect the Apply blocks checkbox. When this option is selected, all blocks are applied to this deal. For more information about blocks, see Blocking content from appearing on your site.
  13. To include labels for reporting on this deal, expand Reporting Labels (optional) and enter values for 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.

    Note:

    • To keep reporting consistent, plan your label taxonomy before you start adding values. For example, "Advertiser Corp.", "Advertiser Corporation", and "advertiser corporation" are all considered different values in reporting.
    • Comma-separated values are allowed and are considered a single value in reporting.
  14. Under Pricing, select the type of auction that the deal will participate in:
    OptionSteps

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

    1. In the Auction typeClosed 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, select First.

    2. In the Floor price field, enter the minimum gross CPMClosed 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.

    Fixed: The winning bidder only owes the negotiated fixed priceClosed 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.. If the winning bid is higher than the fixed price, the bid is reduced to the fixed price.

    1. In the Auction type drop-down list, select Fixed.

    2. 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 price must be higher than a PublisherClosed The owner of a website or app where advertisements are served.'s floor setting for the deal to transact. For more information on how to calculate floor prices, see How floors work in the Index auction.

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

  15. Under Pricing, in the Post-Auction DiscountClosed A discount applied after the auction, awarded for high-volume purchasing. Applied by assigning a discount value to a deal. The discount is applied post-auction to avoid affecting win rate. 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 don't want to set a discount, leave this field empty.
  16. To target inventory in the deal, you must select at least one site IDClosed Site IDs are unique Index-specific identifiers that represent specific inventory and attributes based on our media owners needs. Site IDs are created in the Index UI and these IDs are used by media owners to make real-time bid requests.. You can target site IDs individually, as part of an inventory group, or both. In the Targeting section, under Required, expand Site IDs and configure the following options:

    OptionSteps

    Target an existing inventory group

    In the Inventory groups list, select the inventory groups with the site IDs that you want to target. To see which site IDs are included in a group, click the icon next to the site ID count for that group.

    Target a new inventory group

    1. Click + CREATE INVENTORY GROUP.
    2. In the Name field, enter a name that describes the grouping of site IDs you are adding to the inventory group.
    3. In the Site IDs, list select the site IDs that you want to add.
    4. Click CREATE.

    Target site IDs

    In the Site IDs list, select the site IDs that you want to target.

    Apply presets

    A preset is a predefined list of site IDs that can be quickly applied to a deal like a template. The Apply presets drop-down shows only when a preset already exists. For more information on creating a preset, see Create a targeting preset.

    1. From the Apply presets drop-down list, select a preset. To see which site IDs are included in the preset, click the icon next to the preset in the list.

    2. To add site IDs on top of the preset, in the Site IDs list, select the site IDs to include.

    Note: While presets and inventory groups both group site IDs, they are not the same. For more information on the differences between the two, see Managing targeting values.

  17. To target device types, inventory channels, formats, interstitialClosed A ad that covers the entire screen of the device/host app. ads, and rewardedClosed 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, under Optional in the Targeting section, expand General and configure the following options:
    Targeting optionDescription

    Device types

    Select the device types that you want to target in the deal:

    Inventory channels

    Select the inventory environments that you want to target in the deal:

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

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

    Formats and sizes

    Select the formats and sizes that you want to target in the deal:

    Interstitial

    Select the interstitial settings that you want to target in the deal:

    • 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

    Select the rewarded settings that you want to target in the deal:

    • 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.

  18. To target operating system and browsers, under Optional in the Targeting section, expand Environment and configure the following options:

    Targeting optionDescription

    Operating systems

    Select the operating systems that you want to target in the deal.

    Browsers

    Select the browsers that you want to target in the deal.

  19. To target specific countries and zip and postal codes, under Optional in the Targeting section, expand Geography and configure the following options:
    Targeting optionDescription

    Countries

    Select the countries that you want to target in the deal. While this setting is optional, it is recommended that you target the countries with the IP traffic that the buyer intends to buy from.

    Zip and postal codes (Beta)

    Select up to 5,000 zip and postal codes to include and exclude. If you're using zip and postal code targeting, it's recommended that you also target the countries that correspond to those codes to make sure that you're selecting the correct regions. For more information about restrictions with zip and postal code targeting, see Targeting geography in deals.

    To include zip and postal codes:

    1. In the Include section, click ADD TARGETING.

    2. Enter the zip and postal codes to target as a comma-separated list. You can provide either the full code or the prefix (at least the first two characters). Any lowercase letters are converted to uppercase and spaces are removed.

      If a zip or postal code you’re adding is already in the exclusion list, it will be moved to the inclusion list.

    3. Click APPLY.

    Note: If your campaignClosed A collection of multiple ads in different formats. targets the UK, make sure you enter the first four characters of the postal code. Because postal codes in the UK have variable-length prefixes, entering only two or three characters can match unintended postal codes; for example, SE1 will match SE1, SE10, SE11, and SE19.

    To exclude zip and postal codes:

    1. In the Exclude section, click ADD TARGETING.

    2. Enter the zip or postal codes to exclude as a comma-separated list. You can provide either the full code or the prefix (at least the first two characters). Any lowercase letters are converted to uppercase and spaces are removed.

      If a zip or postal code you’re adding is already in the inclusion list, it will be moved to the exclusion list.

    3. Click APPLY.

    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.

  20. To target URLs, under Optional in the Targeting section, expand URLs and configure the following option:
    Targeting optionDescription

    URLs

    Enter 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, but "ww2.xyz.com/sports" would not be included. Wildcards are supported.

  21. To target app bundles, under Optional in the Targeting section, expand App Bundles and configure the following option:
    Targeting optionDescription

    App bundles

    Select the app bundles that you want to target in the deal. Only app bundles that have been pre-registered will be listed. If you want to add an app bundle, contact your Index Representative.

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

    OptionDescription

    ViewabilityClosed 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. For more information, see What is viewability?

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

    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 a deal (Beta).

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

    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 deals (Beta).

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

    Targeting optionDescription

    Video placements

    Select the placement types that you want to target in the deal for video ads:

    Skippable

    Select the skippability type that you want to target in the deal for video ads:

    • 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 it would not be included in targeting if you only choose non-skippable or skippable.

    Playback methods

    Select the playback methods that you want to target in the deal for video ads:

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

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

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

    • 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 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.

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

    Aspect ratios

    Select the aspect ratios to target in the deal. 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

    Select the minimum video player width to target in the deal.

    Player height

    Select the minimum video player height to target in the deal.

    Ad durations

    Select the longest video ad lengths to target in the deal. These values map to the maxduration field in the video object sent in OpenRTB requests.

  24. To target content ratings, livestream, genres, or specific languages, under Optional in the Targeting section, expand Content and configure the following options:
    Targeting optionDescription

    Genres

    You can include or exclude genres for streaming TVClosed Streaming TV (STV). Video content that is shown across any device with an internet connection, for example a Connected TV (CTV). content targeting. In the Include list, select the genres to target in the deal, or in the Exclude list, select the genres to exclude from targeting.

    Note: If genres are added to the inclusion list, all entries in the exclusion list are ignored because targeting is restricted to the values in the inclusion list.

    Content ratings

    You can include or exclude content ratings for streaming TV content targeting.

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

    2. Select the ratings to include or exclude.

    Networks (Beta)

    Select the networks with the channels that you want to target in the deal. Before you can see or target content networks, they must be set up by Index. For more information, see Targeting content channel, content network, and content series in deals using inventory groups (Beta).

    Channels (Beta)

    Select the channels that you want to target in the deal. Before you can see or target channels, they must be set up by Index. For more information, see Targeting content channel, content network, and content series in deals using inventory groups (Beta).

    Series (Beta)

    You can include or exclude series for streaming TV content targeting.

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

    2. Select the series to include or exclude.

    Before you can see or target series, they must be set up by Index. For more information, see Targeting content channel, content network, and content series in deals using inventory groups (Beta).

    Livestream

    Select the streaming options to target in the deal:

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

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

    Languages

    Select the languages of the videos that you want to target in the deal.

  25. To target inbound deal IDs, under Optional in the Targeting section, expand Inbound Deal IDs (Beta) and configure the following option:
    Targeting optionDescription

    Inbound deal IDs

    Select the inbound deal IDs that you want to target. An inbound deal ID refers to a deal that was not created in the Index UIClosed The Index UI at app.indexexchange.com that allows you to manage integration settings, such as inventory, campaign, and deal settings. but may be present in inbound ad requests to Index. To add new inbound deal IDs to this list that you can target, contact your Index Representative.

    Note: This feature is currently in Beta. If you would like to participate in the Beta program, contact your Index Representative.

  26. To target segments, under Optional in the Targeting section, expand Segments and configure the following options:

    OptionDescription

    Include segments

    When including segments, you can add up to four segment rule sets. For more information about how to set up segment targeting, see How segment targeting works.

    1. In the Include section, click ADD TARGETING.

    2. To show or hide columns, click COLUMNS and select or deselect the columns.

    3. Select the segments to include. You can use the search bar to find segments by name or ID.

    4. Click the Segment description icon to view a segment's description.

    5. Click APPLY.

    6. To include another set of segments, click + AND and repeat steps 3-5.

    Exclude segments

    When excluding segments, you can add one segment rule set. For more information about how to set up segment targeting, see How segment targeting works.

    1. In the Exclude section, click ADD TARGETING.

    2. To show or hide columns, click COLUMNS and select or deselect the columns.

    3. Select the segments to exclude. You can use the search bar to find segments by name or ID.

    4. Click the Segment description icon to view a segment's description.

    5. Click APPLY.

  27. To target custom key values, under Optional in the Targeting section, expand Custom Key Values (Beta) and configure the following option:
    OptionDescription

    Custom key values

    You must register the custom key values with Index before you can see the option to target custom key values in the Index UI. Until they are registered, this option won't be visible. For more information about custom key values, see Targeting custom key values in deals using inventory groups (Beta).

    1. Click Add Key.

    2. In the Key drop-down list, select a key.

    3. In the Rule drop-down list, select the targeting logic you want to use:

      • is any of: Includes the specified key in targeting

      • is none of: Excludes the specified key from targeting

    4. In the Values list, select one or more values that correspond to the specified key.
    5. To add multiple keys, click + AND and repeat steps 2, 3, and 4.

    Note: This feature is currently in Beta. If you would like to participate in the Beta program, contact your Index Representative.

  28. Click CREATE.