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How do I enable a taxonomy template in the Grasp extension ?

To make a taxonomy template (Magic Builder) appear in the Grasp extension, you must link it to a naming guideline.

To do this setup, you need one of the following user roles

  • Full Admin Access
  • Guideline Management + Taxonomy Management
 

Step-by-step

Step 1 : Make sure you have a taxonomy template created in the Taxonomy tab.

Step 2: Create a naming guideline, choose the right taxonomy template you need 

Step 3 : Complete the other setup for the guideline , choose which ad accounts to apply etc.. 

🎯 That’s it

Once saved, the taxonomy template will immediately be visible for buyers in Magic Builder.


Notes :

  • Editing a template affects all active guidelines.

    If a template is linked to a guideline, any update you make — adding a new value, editing a field — will instantly update in the Magic Builder for all media buyers who use that template.

  • You can create alternative templates.

    If you need a new taxonomy for a new period, you can keep your current template active until a specific date and then activate a new one. 

    This way, monitoring checks past campaigns against the old template, and new campaigns against the new template.