Best Practices

Pick a structure

• One brand: fits a single business with one set of accounts.
• One brand per product or region: fits teams where each line has its own accounts and goals.
• One brand per client: the usual agency setup, keeping each client's connections apart.

Start with the smallest structure that works. Add brands when mixing accounts starts to confuse reporting or access.

Name brands the way you talk

• Use the name you will type in prompts, such as "Northwind" or "Acme EU".
• Use a consistent pattern across the team, such as Client - Acme or Region - LATAM.
• Avoid placeholder names like "Brand 1" or "Test".

Keep brand fields current

• Fill in description, industry, target audience and website URL.
• Add brand guidelines and ad-copy guidelines if agents write copy for this brand.
• Update them when positioning or messaging changes, because agents receive these fields with the account context.

Maintain connections

• Check the connections table for statuses other than Active and reconnect them.
• Use Move to brand when an account was added under the wrong brand.
• Before deleting a brand, delete or move what is attached to it, since deletion is blocked while records remain.

Related: Brand Properties, Managing Brands, Managing Connections.