Managing Client Naming Conventions

Note: For information about managing organization-level naming conventions, see Creating Organization Naming Conventions.

After you create a naming convention formula, you can change its status and select a default for each client. Any changes you make will apply to future campaigns that you create for the client. Existing campaigns will continue to use the naming convention that was applied to them when they were created.

To manage client naming conventions:

  1. Go to Main Menu > My Organization > Clients/Brands.

  2. Select a client.

  3. Select the Naming Conventions tab.

  4. In the Default column, select a naming convention that you want to use as the default for future media plans that you create for this client.

  5. Click Yes on the Confirmation modal to save your changes.

  6. In the Status column, select ON or OFF to make a naming convention available or unavailable for future media plans that you create for this client.

  7. Click Yes on the Confirmation modal to save your changes.