Best practices · Best practice
Campaign naming that doesn’t drift.
Seven practices that keep campaign names, IDs and reports in agreement as your team and your platforms grow.
Best practice
Why naming drifts
Campaign names start as a convention in a spreadsheet. Then a new team joins, an agency improvises, a product line is renamed, and the names in your platforms stop matching the names in your reports. Reporting drifts from reality one campaign at a time.
These seven practices keep a naming standard intact as you grow.
01
Separate the ID from the name
Give every campaign a short permanent ID that never changes, and let the readable name carry the description. Reports join on the ID, so a renamed campaign doesn't break history.
02
Build names from managed lists, not free text
Each segment of a name (brand, region, channel, audience, purpose) comes from a controlled list. Free text is where spelling variants and one-off abbreviations creep in.
03
Fix the order and the separator
Decide the order of segments and one separator, write them down, and validate names against them before anything goes live, not after.
04
Never reuse or rename a code once it's been used
A code that has appeared in a live campaign is part of your reporting history. Retire old values instead of renaming them, and keep them resolvable for old records.
05
Map the aliases
Partners and platforms will use their own labels. Keep a list of known aliases and old spellings, and translate them to your standard on import instead of fixing them by hand.
06
Approve changes to the standard
Adding a value can be quick. Renaming or retiring one changes your history, so route it through an owner who approves it.
07
Measure adherence
Check live campaign names against the standard every month and track the percentage that pass. What isn't measured drifts back.
Want to know how far yours has drifted?
Our Taxonomy Assessment checks your naming conventions against live campaigns, scores adherence, and proposes a standard ready to load into Etch.Taxonomy. Two weeks.