For organizations involving multiple stakeholders in the ads creation process, i.e. practitioners working in different agencies, teams, and regions, having a predefined workflow and a consistent naming convention across teams helps reduce de-duplication and manage the campaigns effectively.
Sprinklr Naming Conventions (add link) help you automate the process of naming Paid Initiatives, Ad Sets, Ad Variants, Audiences, and Creatives to help bring consistency and save time through automation. You can create naming conventions for managing your Facebook, Twitter, LinkedIn, Yahoo, Snapchat, Pinterest, LINE, Googe, TikTok, Google DV 360, and Nextdoor ads. The naming conventions will provide a structure to your campaigns so that you can easily identify, differentiate, and manage your campaigns, ad sets, and ads.
Scroll down to the bottom of this article to see a video overview of how to use Naming Convention in Ads Manager.
To Apply Naming Convention in Ads Manager
Note
Once a Naming Convention is applied, it will automatically be updated if you make any changes to dependent fields (custom fields, channel fields, etc.). However, changes made in the native platform will not auto-update the name.
You can manually update the ad entity names at levels where a Naming Convention is not applied. For example, if a naming convention is applied at the Paid Initiative level, then you will be able to update the Ad Set and Ad level names manually.
1. Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.
2. Click the View and Edit icon alongside the desired Campaign.
3. In the View and Edit pane to the right, navigate to the Edit window if you are not on the same from the Navigationpane to the far right.
1. In the Campaign and Details section from the middle pane, click Apply Naming Convention from the top right corner of the Campaign Name field.
2. On the Apply Naming Convention pop-up window, select a naming convention from the drop-down menu.
Tip: You can also bulk apply Naming Conventions to your ad entities by selecting the Campaigns in bulk. However, you can not perform this action across multiple social channels.
Note: The Apply Naming Convention option will be disabled if you make changes to any other field in the Edit pane. To apply a naming convention, you will need to either save or discard other changes made in the campaign.
3. Click Apply. This will dynamicallygenerate the names for different ad entities based on the provided placeholders.
Note
The name cannot be edited once a naming convention is applied at the campaign level. To manually edit the name, you must remove the naming convention. This will apply even when you are creating a New Ad Set or Ad from the Edit pane.
Application of the Naming Convention via the above flow will be registered in Sprinklr Marketing (Ads) VRD (add link) under PBUC 13 for tracking purposes.
- If you want to use another naming convention, click Change below the Campaign Name field.
- If you want to manually make changes to the name, click Create Name Manually in the right corner of the Campaign Name field. Selecting this option will disable the selected naming convention and allow you to update the name outside of the naming convention parameters.
4. From the bottom-right corner of the Edit window, click Review Changes to review your changes.
5. On the Review Changes window, click Apply Changes in the bottom right corner.
1. Navigate to the Ad Set level from the far left pane of the Edit window.
2. In the Audience section from the middle pane, select the Use a Naming Convention radio button above the Targeting Name field.
3. Select a naming convention from the Targeting Name drop-down menu.
Note
You can edit the audience name applied for both draft and published Ad Sets.
Updating the name for an existing audience will reflect in the Audience Manager and other Ad Sets where the same Audience ID is leveraged.
4. From the bottom-right corner of the Edit window, click Review Changes to review your changes.
5. On the Review Changes window, click Apply Changes in the bottom right corner.
1. Navigate to the Ad Variant level from the far left pane of the Edit window.
2. In the Creative section from the middle pane, scroll down to Creative Details.
3. Select the Use a Naming Convention radio button above the Creative Name field.
Note: You can edit the creative name applied for both draft and published Creatives.
Updating the name for a published creative will reflect in the Creative Library (DAM) and other ad variants where the same Creative ID is leveraged
4. Select a naming convention from the Creative Name drop-down menu.
5. From the bottom-right corner of the Edit window, click Review Changes to review your changes.
6. On the Review Changes window, click Apply Changes in the bottom right corner.
1. Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.
3. On the Macro window for building a new macro, select Naming Convention from the Select Field drop-down menu and set a naming convention for your macro.
4. Click Apply in the bottom right corner to apply the macro.