Automation: Naming Strategies

Automatically name your campaigns, ad sets & ads to better organize & visualize your data

Orel Gilad avatar
Written by Orel Gilad
Updated over a week ago

Note: This feature is currently available for Meta, Twitter & Snapchat.


We've introduced the ability to automatically name your Campaigns, Ad sets or Ads according to a specific template. Using this automation will allow you to better understand your data and this also works hand in hand with our automatic labeling.

Each template can be a combination of several parameters:

  • Dynamic Parameters
    Each level has various dimensions that can be used, whether it's campaign objective, targeting, placements, call-to-action and more.
    Once selected, the dynamic parameter will be used as a placeholder for the actual value, once a campaign is created.

  • Manual inputs
    Such as a specific prefix for each campaign for instance

  • Custom Parameters
    This is further expands the dynamic parameters capability. You can read more about them here.

Creating a naming strategy

Go to Tools > Naming strategy, and click "Create new strategy".

Step 1: Name your strategy

Simply name your strategy as you see fit. It can be based on the accounts applied, market, products and more.

Step 2: Set Templates

Here you can set up the template for each level - Campaigns, Ad Sets and Ads.

You can set up the template for all three of levels, or just for a specific level.

For each level, you'll see the preview of the template. In the far right, you'll see the icon that lets your select the relevant parameter. Once selected, the preview will be updated based on the selected campaign and the parameters.

We offer a variety of dynamic parameters for each level of the campaign:

Here, we've selected two dynamic parameters: Campaign objective and campaign countries. As you can see, the preview was updated to "Lead Generation" (Objective) and "US" (Country).

You can always the change the preview example by clicking the "change" button.

To understand how to create a customer parameter, click here.

Tip: Always add a separator between the various parameters (such as underscore, hyphen, etc.) to make it more readable .

Step 3: Select Entities

Once you've finished setting up the template, you'll be required to select the entities which the strategy will be applied to. It can be ad accounts or campaign groups, from various networks.

Step 4: Select Strategy in Creation Flow

Now that you've finished creating the strategy, you can create a new campaign using this strategy.

To do so, once you're in the setting step, select the campaign group which the strategy was applied to, and the select it from the list of available strategies.

You will then see the you cannot name your campaign, as it will be automatically named based on the strategy selected.

Custom Parameters

When adding a parameter, click "New parameter" to create your own, custom parameter. It can be manually added each time, or dynamically.

Manual Custom Parameter

To create a manual parameter, proceed as follows:

  1. First, name your parameter

  2. Define on which level it'll be available (campaign/ ad set/ ad)

  3. Select the input method - Free text or list ("Choices")

    1. With text, every time you'll create a campaign, you'll have to manual input a free text to be used as the value of the custom parameter.

    2. With choices, you'll have a pre-defined list of values. You can also have a difference between the display value to the actual one used in the campaign (for example, if you have product ids)

Once created, you'll find the the custom parameter option in the setting or summary step:

Dynamic Custom Parameter

This option will customize the way we display our dynamic parameters.

Each level will have different options you can customize, so it'll be displayed as it makes sense to you.

For some parameters, you can select multiple values to be grouped. For example, you can select multiple countries and then have the value "Europe" be displayed for the "country" dynamic parameter.

These are the dynamic parameters that can be customized:

  • Campaign Level

    • Start date

    • End date

    • Countries

    • Languages

    • Objective

    • Network

  • Ad Set Level

    • Genders

    • Placements

    • Start date

    • End date

    • Countries

    • Languages

    • Ages

    • Bid strategy

  • Ad

    • Post Link

Note: This option is currently available for Meta campaign only.

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