Guide for transition to first-price auction

Get ready for the transition to first-price auction

Open Auction rules that block some or all buyers, advertisers, or brands transition to Protections. Open Auction pricing rules where specific pricing was set for branded, anonymous and semi-transparent transition to unified pricing rules and URLs. Learn more about the transition in Transition schedule to first-price auction.


This guide helps you set up Protections, URLs, and unified pricing rules to prepare for the transition.

Blocks

Universal inventory blocks in Open Auction rules

Some Open Auction rules may have been set up as a "universal inventory block" on all buyers, advertisers or brands. These rules block all buyers, advertisers, or brands and might include targeting (portions of your inventory) or might not include targeting (all of your inventory). 

In either case of targeting set up, a universal inventory block on all buyers, advertisers or brands in an Open Auction pricing rule occurs when:

  • Set pricing and blocking for everyone is selected
  • Block is selected for every one of these options:
    • Branded
    • Semi-transparent
    • Anonymous
  • Pricing is set to either Set floor prices or Set target CPM

Figure 1: A universal block on all buyers, advertisers or brands in Open Auction pricing rules
A universal block on all buyers, advertisers or brands in Open Auction pricing rules

What to do

A universal block in an Open Auction pricing rule can be reflected as an "Inventory exclusion" rule under Protections.

  1. Navigate to Protections and then Protections.
  2. Click New protection and select Inventory exclusion.
  3. Name the protection.
  4. Set targeting and inventory type to reflect the Open Auction pricing rule. Open Auction rule types are "Display", "Mobile app", "In-stream video", and "Games":
    • Ensure that the "Inventory type" option is set to reflect the Open Auction rule type
    • If you had duplicate Open Auction rules for every Open Auction rule type, create a single inventory exclusion rule and select Apply to all inventory types
    • Set "Targeting" to match that of the Open Auction rule
  5. Click Save for the inventory exclusion rule.

Blocks on specific buyers, advertisers, or brands  in Open Auction rules

Some Open Auction rules may have been set up to block specific buyers, advertisers, or brands. These rules block a set of buyers, advertisers or brands and might include targeting (portions of your inventory) or might not include targeting (all of your inventory). 

Open Auction pricing rules of this kind occur when:

  • Set pricing for specific buyers, advertisers, or brands is selected and at least one buyer, advertiser or brand is set
  • Block is selected for every one of these options:
    • Branded
    • Semi-transparent
    • Anonymous
  • Pricing is set to either Set floor prices or Set target CPM.

Figure 2: A block on specific buyers, advertisers, or brands in Open Auction pricing rules
A block on specific buyers, advertisers, or brands in Open Auction pricing rules

What to do

Use an "Ad content" rule under Protections to reflect the same settings. "Ad content" rules allow to set the same buyers, advertisers or brands to be blocked. They also allow to reflect the same targeting (inventory) you may have configured in the Open Auction pricing rule.

  1. Navigate to Protections and then Protections.
  2. Click New protection and select Ad content.
  3. Name the protection.
  4. Set targeting and inventory type to reflect the Open Auction pricing rule.  Open Auction rule types are "Display", "Mobile app", "In-stream video", and "Games":
    • Ensure that the "Inventory type" option is set to reflect the Open Auction rule type
    • If you had duplicate Open Auction rules for every Open Auction rule type, create a single inventory exclusion rule and select Apply to all inventory types
    • Set "Targeting" to match that of the Open Auction rule
  5. Under "Blocks":

    For advertisers or brands: 

    • Click Add next to "Advertisers/Brands"
    • Ensure Block the following advertisers or brands is selected
    • Select the advertisers or brands that were in the Open Auction rule
    • If the Include unclassified advertisers or brands was selected from the Open Auction rule under the "Advertisers/brands" picker, set its equivalent setting under the "Advertisers/brands" picker in protections called Block any advertisers or brands that are not classified
    • Click Update

    For buyers: 

    • Click Add next to "Buyers"
    • Select the buyers that were in the Open Auction rule
    • Click Update
  6. Click Save for the ad content rule.

Branding

Brand settings in Open Auction rules

Some Open Auction rules may have been set up with pricing for the branded, anonymous, or semi-transparent options. These rules might include targeting (portions of your inventory) or might not include targeting (all of your inventory). 

Open Auction pricing rules of this kind occur when:

  • Either Set pricing for specific buyers, advertisers, or brands or Set pricing and blocking for everyone is selected
  • Allowed is selected for at least one of these options and a price set:
    • Branded
    • Semi-transparent
    • Anonymous
  • Pricing is set to either Set floor prices or Set target CPM.

Figure 3: Pricing set for the branded, anonymous, or semi-transparent options in Open Auction pricing rules
Pricing set for the branded, anonymous, or semi-transparent options

What to do

Open Auction pricing rules where specific pricing was set for branded, anonymous, and semi-transparent should be reflected in a combination of unified pricing rules and URLs.

Good to know about brand settings and URLs

By default, inventory is set to branded. If an Open Auction rule set pricing under the Branded option, there is no need to create a URL with the Branded option and explicitly target it in the unified pricing rule. Simply set up a unified pricing rule to reflect the Open Auction rule.

If the Open Auction rule set pricing for Semi-transparent, you'll need to create a URL set to Semi-transparent and target it in a unified pricing rule.

URLs do not have an "Anonymous" option. Inventory that's currently sets pricing under the Anonymous option in Open Auction pricing rules can be set up as either Branded or Semi-transparent instead, using a URL and unified pricing rule combination in the latter case.

URLs

  1. Navigate to Inventory and then URLs.
  2. Click New URL.
  3. Enter a URL that represents the inventory you want to price.
  4. Select an inventory type.
  5. Select Branded or Semi-transparent.
  6. Click Save for the URL.

Unified pricing rules

  1. Navigate to Inventory and then Unified pricing and then Pricing.
  2. Click New pricing rule.
  3. Name the unified pricing rule.
  4. Set targeting.
    • Reflect the same targeting from the Open Auction rule in the new unified pricing rule.
    • Target the URL you set up in URLs.
  5. Select the pricing option that best reflects the one set in the Open Auction rule: 
    • Set pricing for everyone and all sizes
    • Set pricing for specific advertisers, brands, or size 
  6. Set and enter the price as set in the Open Auction rule: 
    • Set floor prices
    • Set target CPM 
  7. Click Save for the unified pricing rule.
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