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.