Platforms use different terms for this level: Meta calls it an ad set, Google and Pinterest call it an ad group, and SMS or email platforms often call it a segment or variant. This document covers all of them under one convention. Fill in a row for every value you use in each category table below; that’s what builds this level’s dictionary. Testing identifiers, below, are optional and only apply while a test is running.
1
List your customer profile sources
Note every customer profile type and seed source you draw on: lookalikes, retargeting pools, customer lists, and so on.
2
Fill in a row for every value you use, in each category table below
Add its short form too, if you plan to name jam it.
3
Assemble the name
Concatenate the identifiers in order, using one delimiter. Then add the testing identifier, if any, at the end.
Standard identifiers
Date is freeform, for example20260601, and doesn’t need a table of its own.
Customer profile type
Customer profile seed
Concept review: ad set / ad group / variant identifiers
Concept review: ad set / ad group / variant identifiers
Date tells you when a customer profile was built or last refreshed, which matters because customer profile performance can drift as a list ages or a lookalike source changes. Recording it lets you compare a customer profile’s early performance against its later performance, or tell two versions of “the same” customer profile apart. Customer profile type and customer profile seed work together rather than separately. Customer profile type says what kind of customer profile it is (a lookalike, a retargeting pool, a customer list); customer profile seed says where it came from. Two 3% lookalikes built from different seed lists can perform very differently, so recording both is what lets you attribute a result to the customer profile itself rather than just to “lookalikes” in general.
Additional categories many teams add
Geo / market
Language
Device
Ad group theme (search and shopping)
On Google Search, each theme registered above also gets a search theme brief, which pins down the intent behind it, the keywords, the customer profile, the landing page, and the ads. This table owns the value and its short form. The brief owns everything the theme targets. See search theme concepts.
List / segment type
Concept review: additional targeting and segment categories
Concept review: additional targeting and segment categories
Geo, language, and device only earn a place in the name if you actually target or create by them. An account running only broad, English-language, all-device campaigns doesn’t need any of the three; one that runs separate creative for mobile and desktop, or localizes into French, does. List and segment type is the ad-set-level equivalent for email and SMS. A newsletter send and a cart-abandonment trigger aren’t different customer profiles in the ad-platform sense, but they’re different sends with different timing and intent, and naming them the same way you’d name a Meta ad set keeps them comparable in reporting.If you add one of these to your names, decide where it sits in the order and keep it there consistently.
Assemble the name
Spaces,%, and other special characters can break platform parsing or reporting exports. Use the short form you logged above for anything that isn’t a plain alphanumeric string.
- Long form:
20260601-3-Percent-LLA-HubSpot-Leads - Short form (name jammed):
20260601-LLA3-HSL
- Long form:
20260401-Keyword-Reporting-Automation - Short form (name jammed):
20260401-KW-REPORTAUTO
This document covers ad set / ad group / variant-level identifiers, including this level’s dictionary of values. See Campaign naming conventions and Ad naming conventions for the other two levels.
Testing identifiers
Testing identifiers mark a hypothesis you’re currently running, for example an A/B variant test. Because a test only applies to some sets / groups / variants for a limited time, testing identifiers aren’t part of the standard identifier set: append one to the end of the sets / groups / variant name, after the standard identifiers, instead of building it into a table above.- With a testing identifier appended:
20260601-3-Percent-LLA-HubSpot-Leads-TEST01
Related resources
- Naming conventions overview How the six conventions relate.
- Campaign naming conventions The level above.
- Ad naming conventions The level below.
- Campaign structure best practices What varies at which level.
- Name something Which convention applies to what.