Setting up a naming registry for client ad accounts

A naming convention says what a name should look like. A registry says which codes already exist and who owns them, so two people do not invent the same one.

Decide what the registry holds

  • Keep one row per approved code: the code, what it means, the owner, the date it was added and the date it was retired, if it was.
  • Keep the list short. Every code needs a meaning that someone can explain in one sentence.
  • Store the registry where the team and the reporting work can both read it, and name one owner for it.

Set the rules for adding codes

  • Only the owner or a named deputy adds a code. Everyone else asks for one through the request channel.
  • A new code is checked against the list after case and separators are removed, so SMR, smr and S-M-R count as one code.
Made-up scenario: a team wants SUMMER for a new campaign. The registry already holds SMR for last year's summer sale. The team reuses SMR and adds a date range to the campaign name, instead of creating a second code for the same thing.
  • Retired codes stay in the list with their end date. A report from last year must still be readable.

Connect it to the work

  • Check every new name against the registry in the pre-launch steps, using the naming QA guide.
  • Review the list once a month. Mark codes that no live account uses as retired first, and remove them only after a second review.

Keep it small

  • A registry that grows without rules becomes a second convention that nobody reads. Check its size each quarter.
  • Write the rules at the top of the sheet, not in a separate document that nobody opens.

5 min read. Last updated 2026-10-07. Examples use made-up numbers.

This guide in numbers

5minutes to read
3terms explained
4sections
3related guides

Use it as a checklist

Tick items as you go. Your ticks stay in this browser only.

Built for shop owners, creators and agencies. Stock photos, not customers.

Run the next client review from one screen.

We open one agency at a time, with your own accounts connected read-only first.

Request access

How we plan to price it