All guides, by feature
Use different naming rules for one client
Pick the client in Taxonomy’s Editing menu and change what should differ. Everything else keeps following the agency default.
Before you start
- Who can do this
- Agency Owner, Admin or Manager
- Where in Orbit
- Sidebar › Manage › Settings
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Settings and choose the Taxonomy tab.
In , pick the client instead of Global (Agency default).
Change the dimensions, patterns, UTMs or format that should differ for this client.
Press Save. What you set for this client shows an overridden badge.
To go back to the agency default, press Reset to default on a pattern, or Reset scope to clear all of this client’s overrides.
When it worked
Orbit shows “✓ All changes saved”, and the agent follows these rules for this client only.
If something goes wrong
There’s no Reset to default on a dimension or UTM.
Only patterns have their own reset. To undo other overrides, use Reset scope, which clears all of this client’s overrides.
You can’t see Reset scope.
It shows only when Editing is set to a client, not to Global (Agency default).
How it works
Explainer: Taxonomy: your naming rules
Taxonomy is your agency’s naming standard. Orbit’s build agent reads it to name campaigns, ad groups and creatives and to fill in UTM parameters. A client can have its own rules without changing anyone else’s.
Names have three levels: Campaign, Ad Group and Creative.
Orbit starts you with seeded rules. Campaign names are advertiser, campaign, channel and platform. Ad group names are tactic, an optional audience, and region. Creative names are advertiser, campaign, concept and an optional version, joined with _ in lower case.
The seeded UTMs fill utm_source from platform, utm_medium from channel and utm_campaign from the campaign name, all required, plus utm_term from audience and utm_content from concept.
| Section | What it holds |
|---|---|
| Dimensions | Named tokens such as advertiser, channel or region, each at one level, with their allowed values. |
| Naming Patterns | The tokens in each level’s name, in order, each required or optional. |
| UTMs | What fills each UTM parameter: a dimension or the campaign name. |
| Linter | The delimiter, casing, maximum length and a regex names should match. |
| Agent Contract | The resolved rules the agent reads, shown read-only. |
- Rules come in three layers: Orbit’s seed, your agency default, and a client’s override. The most specific wins.
- In Editing, pick Global (Agency default) to change the agency default, or a client to override it for that client only.
- Saving stores only what differs from the layer above. Items set for the client you’re editing show an overridden badge.
- Edits save only when you press Save.
- Taxonomy also drives creative names and helps Pacing read region and audience from names.