What is a Plan Naming Convention?
The Plan Naming Convention in Mediatool is a standardized naming system that you establish to ensure naming consistency across all your plans.
The name is automatically generated after the plan is created. You can find and manage this naming convention in the Plan Setup tab of each individual plan.
💡 The plan name is a required field that has to be manually entered to create a plan. If you'd like the generated Plan Naming Convention to automatically serve as the plan's name do this:
Parent Account: Navigate to your parent account;
Settings: Find the "Plan Settings" tab within "Settings"
Toggle the Button: Toggle the "Use conventional name as plan name" button so it turns blue.
If you are interested in configuring a field in the sheet view based on combinations of other entry fields in the same sheet, please visit our article on Template Fields.
How to Set Up a Plan Naming Convention
In order to set up a formula for the Plan Naming Convention:
Access Settings: Enter Settings in the left-hand menu of your parent account and then select Naming Conventions.
Create a Template: In the center of the screen, you will find a section where you can arrange and select the components for your plan naming convention.
Additional Settings: You can also customize the naming convention by selecting the desired letter case and specifying how whitespace should be handled.
Save the Naming Convention: Once you’ve configured everything, click the Save Naming Convention button to apply your settings.
Which fields can be included in a naming convention?
A plan naming convention can be configured using three key components: plan fields, tag categories, and utilities & separators.
Plan Fields
Plan fields include some default fields such as Organization, Start and End Dates, and Fiscal Year that will be filled in depending on the account you create the plan on and its settings.
Additionally, you can create custom plan fields, which can be configured as either text or date fields. These custom fields will appear as additional input options during plan creation for each plan.
Tag Categories
Tags can also be included in the plan naming convention. You select the tag value when creating the plan.
⚠️ Ensure that all tags associated with the Plan Naming Convention are required in the Plan Setup, as the naming convention is generated when the plan is created. Read how to add tags to a plan setup here.
Utilities and Separators
Utilities & separators are used between plan fields and tag categories in order to provide clarity and separation between the various components of your naming convention.
The text string is a custom separator that you can edit by clicking the pencil icon next to it. You can add any value you need.
You can make the same changes to other separators, too.
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