Set up plan templates

Create a plan template

  1. Sign in to your Search Ads 360 experience.
  2. Navigate to the relevant sub-manager account.
  3. From the page menu, under “Tools & settings”, click the Templates drop-down.
  4. Click Templates.
  5. Click the plus button .
  6. Click + Plan template.

Optionally, you can use plan templates to group together templates in selected accounts. All templates linked to this plan will generate entities in these accounts.

Click Continue to go to the next stage.

The stages and settings displayed at each stage are described in the table below.

Stage Panel Settings and descriptions
“Pre-stage”  
  • Select the applicable client accounts.
  • Select the data source.
  • Add feed filters to modify the feed.
One stage "Template settings"
  • Enter a plan template name.
  • Accounts and the feed are inherited from the pre-stage and displayed but can be edited here.

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