Automation Naming Conventions and Documentation Pack
Set naming conventions, folder structure and documentation templates for workflows, lists and campaigns in your marketing platform.
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Create a naming and documentation standard for our marketing automation. Platforms we use: [PLATFORMS]. Number of people who build things: [BUILDER_COUNT]. Types of assets (workflows, lists, forms, emails, campaigns): [ASSET_TYPES]. Current mess: [CURRENT_MESS]. Review cadence we can sustain: [REVIEW_CADENCE]. Produce: a naming convention with a pattern for each asset type, shown as a table with the columns Asset type, Pattern, Example, Do not; a folder or tagging structure; a documentation template for a workflow with the headings Purpose, Owner, Trigger, Audience, Steps, Exit criteria, Dependencies, Last reviewed, Known issues; a change log template; a quarterly audit checklist that counts unused or unowned assets and calculates a percentage, showing the arithmetic; and an archive rule for retiring old items safely without deleting history. Add a one-page "how to build something new" checklist for new team members and a short message announcing the standard. Platform features such as folders, labels, cloning, versioning and permissions differ by tool and plan, so flag each as [VERIFY]. Do not invent platform capabilities. Do not rename or delete live assets without testing and a backup, because names can be referenced by reports and integrations. Add a worked example with invented figures: 140 assets, 38 with no owner, 22 inactive for over 12 months, and compute the clean-up targets.
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