How to Create and Use Ad Naming Templates (Step-by-Step)

1. Create a New Ad Naming Template

1. Go to the Ad Naming Template section.

2. Click “Create New Template.”

3. Enter a template name.

4. Select the ad platform

2. Define the Naming Structure

1. Start adding the components (fields) that will make up your ad name.

2. You can:

   • Use existing naming fields, or

   • Create a new field

3. Create a New Naming Field

1. Click “Create New Field.”

2. Enter a field name (e.g., Country2).

3. Add options (values):

   • You can assign a label and a value

     • Example:

       • Label: Germany

       • Value in naming: DE

4. Save the field.

👉 This allows dropdown-friendly values while keeping naming conventions clean.

4. Add Different Types of Fields

You can include different field types in your template:

• Naming Fields (e.g., Country, Product)

• Platform Columns (e.g Ad Format)

• Asset Field (any part of the asset name)

• Free Text (manual input)

• Date Fields (with customizable formatting)

Example structure:

Country | Product | Date | Ad Format | Asset Name

You’ll see a live preview of how the final naming will look.

5. Use Advanced Settings (Optional)

You can customize how values appear in the naming:

🧹 Strip Unwanted Elements

• Remove parts like:

  • Aspect ratio (e.g., 1:1, 9:16)

  • Extra naming segments

🔄 Map Ad Formats or Call to Action

• Customize how formats appear in naming:

  • Example:

    • Single Image → Image

    • Single Video → Video

6. Save the Template

• Click Save Template once everything is configured.

7. Manage Naming Fields

• You can edit fields anytime:

  • Add new options

  • Update values

✅ Changes apply automatically to all sheets using the template
(No need to recreate fields each time)

8. Apply the Template to a Launch Sheet

For a New Sheet:

1. Create a new sheet

2. Select your Ad Naming Template

For an Existing Sheet:

1. Open the sheet

2. Apply the template

9. Generate Ad Names Automatically

• When creating rows:

  • Fields will auto-populate as columns

  • As you select values → the ad name is generated automatically

💡 Key Takeaways

• Templates standardize naming across campaigns

• Fields are reusable and centrally managed

• Advanced settings allow full control over formatting

• Naming updates dynamically as values are selected

• Once a template is applied, it will auto-generate columns in the launch sheet