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Inventory group overview
Inventory groups are collections of inventory that you categorize based on a set of criteria such as ad format, placement type, targeting options, or other attributes. In this article, you’ll learn how to create Open Exchange, Private Marketplace (PMP), or Contextual inventory groups in the IQM platform. Refer to Assign an inventory group to a campaign when you’re ready to target an existing group.
In addition to the inventory groups you create yourself, you can take advantage of curated inventory groups and assign them to your campaigns. These groups are segmented by inventory that’s available on specific devices and belonging to particular content categories. Review Curated inventory groups overview for more information on available inventory group types and inventory sources.
Create an inventory group
You can create the following types of inventory groups in the Inventory app:
Refer to Inventory groups overview for descriptions of, and the differences between, each type of inventory group.
Create an inventory group from the Campaigns app
This article outlines ways to create and manage inventory groups in the Inventory app. You can also take a shortcut to these workflows directly from the Campaigns app when you create a new campaign or manage an existing one.
Follow these steps to access the inventory-group-creation workflow from the Campaigns app:
Open the Campaigns app.
Choose an insertion order (IO), then filter or search your campaigns to locate the one for which you want to target an inventory group.
Locate the Campaign Name column and click the campaign’s name. We’ll redirect you to a landing page for the campaign, where you can add or update its details and targeting parameters.
Expand the Inventory section.
Select Create Inventory Group to open the Inventory app, where you’ll complete the workflows outlined in this article.
Create an Open Exchange inventory group
Follow these steps to create a new Open Exchange inventory group in the Inventory app:
Select the Open Exchange tab in the Inventory app.
From the side panel, search or filter the available Open Exchange inventory based on your criteria.
Refer to Inventory groups overview to review the available filters.
Select Search to apply your search and filter criteria to the items listed in the inventory table.
Confirm whether the resulting inventory is scalable for the campaigns that will target this inventory group.
The summary panel’s insights related to all of the inventory listed in the table based on the search criteria you applied—it’s not limited to the individual inventory you select to add to the new group.
Click the checkbox(es) next to the desired inventory.
Select Save To New Group. This will open the Create New Group pop-up window.
Enter a name for the group.
Click Create to save the inventory you selected to the new group.
Create a Private Marketplace (PMP) inventory group
Follow these steps to create a new PMP inventory group in the Inventory app:
Select the PMP tab in the Inventory app.
From the side panel, search or filter the available PMP inventory based on your criteria.
Refer to Inventory groups overview to review the available filters.
Select Search to apply your search and filter criteria to the items listed in the inventory table.
Click the checkbox(es) next to the desired inventory.
Select Save To New Group. This will open the Create New Group pop-up window.
Enter a name for the group.
Click Create to save the inventory you selected to the new group.
Create a Contextual inventory group
Follow these steps to create a new Contextual inventory group in the Inventory app:
Select the Contextual tab in the Inventory app.
To add keywords:
Select the By Keywords tab.
Type a keyword into the available field and click Add.
You can add keywords in bulk by uploading a spreadsheet instead.
Additional, optional keyword recommendations will appear. Browse the list and select one or more keywords, if desired.
To add URLs:
Select the By URLs tab.
Type a URL into the available field and click Add.
You can add URLs in bulk by uploading a spreadsheet instead.
Each keyword and URL that you added is listed in the inventory table. Click the checkbox(es) next to the keywords and URLs that you’d like to add to the same group.
Select Save To New Group. This will open the Create New Group pop-up window.
Enter a name for the group.
Click Create to save the items you selected to the new group.
Create any inventory group type
You can also create any type of inventory group directly from the Groups tab of the Inventory app:
Select the Groups tab in the Inventory app.
Click + Create Group. This will open the Create Group pop-up window.
Enter a name for the group.
Select the type of inventory that the group will include: Open Exchange, PMP Deals, or Contextual.
Click Create.
Depending on the Group Type you selected, follow the steps outlined in Create an Open Exchange inventory group, Create a PMP inventory group, or Create a Contextual inventory group to add inventory to the new group.
Add inventory to an existing group
Depending on the inventory group type, complete steps 1 through 5 of Create an Open Exchange inventory group, or steps 1 through 4 of Create a PMP inventory group or Create a Contextual inventory group.
Select Save To Existing Group. This will open the Save To Existing Inventory Group pop-up window.
Search or browse and select the desired inventory group that you’d like to update.
Click Save to apply your changes to the existing inventory group.
If desired, you can also add inventory to an existing group directly from the Groups tab. Follow steps 1 through 6 of Review an inventory group and select + Add Inventory to complete this process.
Manage an inventory group
Shared groups notice: Shared inventory groups feature a folder icon next to their name. They’re prepared by your Workspace admin and available for inventory targeting in your campaigns. While you can use these groups, note that only the Workspace admin can apply changes to them. |
The way you’ll manage groups that you’ve already created is the same for Open Exchange, PMP, and Contextual inventory groups. You can complete the following actions for inventory groups in the Inventory app:
Review an inventory group
Follow these steps to locate a previously created group and review its details:
Select the Groups tab in the Inventory app.
Search, browse, or filter and select the desired group from the side panel.
Review an inventory group summary, such as details about the group’s cumulative impressions and reach for Open Exchange groups; or the group’s total number of keywords for Contextual groups.
For Open Exchange inventory groups, select the Inventory Overview toggle to review more group-level insights such as channel, geography, and creative-format breakouts.
Search the group to locate inventory featuring a particular ID, name, or publisher.
Review the table for a full list of the inventory that’s included in the group, and related metrics such as reach and impressions.
Rename an inventory group
Follow these steps to change the name of an existing inventory group:
Select the Groups tab in the Inventory app.
Search, browse, or filter and select the desired group from the side panel.
Open the ellipses menu and click Change Name. This will open the Change name of the group pop-up window.
Enter the new name.
Select Change to apply your edits.
Remove inventory from an inventory group
Inventory removal notice: Any campaigns targeting an inventory group will be impacted by the changes you apply to that group in the Inventory app. Determine which campaigns are targeting or blocking an inventory group and review those campaigns before removing inventory from the group. |
Follow these steps to remove inventory from an inventory group:
Select the Groups tab in the Inventory app.
Search, browse, or filter and select the desired group from the side panel.
Select the checkbox(es) next to each item that you’d like to remove from the inventory group.
Click Remove From Group.
Review any warnings or disclaimers, and confirm your selection.
Download an inventory group table
Follow these steps to download details about each of the individual inventory items included in an inventory group:
Select the Groups tab in the Inventory app.
Search, browse, or filter and select the desired group from the side panel.
Click the download icon.
Select Download as CSV or Download as XLSX, depending on your preference.
Delete an inventory group
Inventory deletion notice: Inventory-group deletion is permanent. Determine which campaigns are targeting or blocking an inventory group prior to attempting to delete that inventory group. |
Follow these steps delete an inventory group:
Select the Groups tab in the Inventory app.
Search, browse, or filter and select the desired group from the side panel.
Open the ellipses menu and click Delete.
Review any warnings or disclaimers, and confirm your selection.
Assign an inventory group to a campaign
You can assign up to 250 custom or curated inventory groups to new and existing campaigns. Refer to Assign PMP deals or inventory groups to a campaign for step-by-step instructions.
Determine which campaigns are targeting or blocking an inventory group
Select the Groups tab in the Inventory app.
Search, browse, or filter and select the desired group from the side panel.
Open the ellipses menu and click Assign to Campaign. This will open the Assign To Campaigns pop-up window.
Refer to the table for a detailed list of the campaigns that are targeting or blocking this inventory group.
You’ll know that the group is added to the Allowlist when the toggle is switched to the right and shown in green, or added to the Blocklist when the toggle is switched to the left and shown in red.
You can use the Actions column to remove the inventory group from a campaign, or the Allowlist/Blocklist column to choose whether each campaign should allow or block it. Select Update before navigating away to apply any changes.
Refer to Assign Private Marketplace (PMP) deals or inventory groups to a campaign for step-by-step instructions.
Locate additional inventory resources