Overview of Labels
Labels are a way to tag people or segments of people for the following purposes:
Easy sorting and organization
At-a-glance identification
Delivering customized content for communications, sites, and pages
The labels you choose are completely up to you and how your institution refers to people at different stages of the funnel.
Examples of labels you might find helpful include the following:
Athletic Recruit
Scholarship Recipient
Music (Instrument)
Deposits (automated based on Milestones using Rules)
Creating Labels
Navigate to your labels from Contacts > Categories > Labels. If any labels have been created, you'll see a listing of them.
Click the blue + New Label button to open the Add Label slide-out form.
Complete the fields:
Name: Enter a name for your label. This is the name that you'll use when you apply labels to individual people profiles or to segments of people.
Slug: The slug will automatically be created for you. It is a short, unique name without spaces that will be used internally by the system to manage your labels.
📙 Note: If you edit the label name and the slug doesn't automatically update, click the slug field to make sure it is empty, then click on the label name and select the slug field again. The slug field should autofill with a slug matching your new label name.Color Picker: Click on Choose Color to open the color picker, where you can select any color you want. Color coding makes it even easier to identify labeled groups at a glance.
When you're satisfied with your new label details, click Save in the top right corner of the form. Your new label will appear in the label list.
💡 Tip: Automate adding labels through a rule or workflow.
Editing and Deleting Labels
Editing Labels
Navigate to your labels from Contacts > Categories > Labels.
Locate the label you wish to edit. Click on the three vertical dots.
Click Edit. Make any necessary changes and click Save.
Deleting Labels
Navigate to your labels from Contacts > Categories > Labels.
Locate the label you wish to delete. Click on the three vertical dots.
Click Delete. Confirm the permanent deletion by clicking Confirm.
⚠️ Important: Please note that deleting a label will remove it from all profiles tagged with the label, and this action cannot be undone. If you need to re-tag people with the label, you will have to recreate it and reapply it. It's important to keep this in mind before deleting any labels.