Kobo devices have support for series information built in. It will be displayed in the lists under the title (and subtitle if there is one). And calibre can send the series information to the device. In fact, that is the default configuration. If you send a book to the device, disconnect and let it import the book, when you connect again, the series information is updated on the device.
The reason this doesn't happen is that either the configuration of the driver has been changed to not to it, or on the "Sending books to devices" page of the preferences, then "Metadata management" option is not set to the automatic choice.
Otherwise, it has to be done using a plugboard. The save template you refer to is used for the file name when the book is sent to the device. Kobo does not display this. For formats that contain metadata, such as ePub and PDF, it extracts the metadata from inside the books. That means it gets the title and author from inside the book, not from the file name.
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