Campaign naming

Created: 14.11.2022

Updated: 16.11.2022

Author: Polina A.

Why is Naming Convention Important?

The main goal of campaign naming conventions is an order. Proper naming assists you in swiftly finding required information and understanding the content of specific campaigns, as well as for effective sharing of information. The purpose of this article is to help you create naming standards that serve your goals and continue to do so for a long time. This article provides recommendations on campaign naming which you can utilize and adapt to your team's personal goals, to make them as effective as possible.

Key Benefits of Naming Convention

Key benefits include:

• Simplified Interaction: Correct naming streamlines the process of locating strategies, templates, events, and other components. This simplifies interactions by making it easier to find the specific elements needed, facilitating understanding of the elements and quicker decision-making aligned with business goals.

• More Consistency: Correct naming fosters better understanding among team members and helps different teams collaborate more efficiently.

• Simplified Overview: Correct naming contributes to a clearer overview of your personalization program.

Naming Guide for Campaigns, Experiences, and Variations

All entity names must be written in Latin script.

Campaign

• Location - Where will the campaign operate?

• Functionality - What will it do?

• Naming Recommendations:

  • Use labels to mark tests, events, campaign location, content and more.

  • Create notes to describe use cases or new testing versions.

  • Use identifiers in the form of numbers, e.g., "Test001" or "Event 001."

  • Use targeting information if it is intended only for the root audience.

Example:

• Campaign Name: Homepage - New users - Recommendations (or HP - New - Recs)

• Labels: A/B, Recs, HP

Experience

Audience - Who will see the experience?

Example: Low intent users

Variation:

Content - What will be displayed?

Example: Most Popular recommendations

Naming Guide for Templates

Naming Convention:

• Location - Where will the campaign operate?

• Functionality - What will it do?

• Date - Note for tracking new versions of the template, its design, and functionality.

Example: Homepage - "New Arrivals" - Recommendations 10.11.2022

Naming Guide for Strategies

Naming Convention:

• Location - Where will the strategy operate?

• Strategy - Algorithm + filtering rules

• Recommendation - Include the audience when applicable

Example: Homepage Tabbed Recommendations 6.25.22

Guide for Custom Events

Naming Convention:

• Location - Where will the event operate?

• Functionality - What will the event do, and what will it react to? (click, scroll, download)

• Recommendation - If it's a global event or campaign, add labels "event" and "do not delete," and include "global" in the name (Global - Add to Favorites).

Example:

• Campaign Name: Homepage Recommendations Tab 1 Click Event

• Labels: Event, Do not touch