Editing
Use labels with forms
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Step-by-Step Instructions == ### Creating a New Label You can create a new label for one or multiple forms at once. #### For a Single Form: 1. Go to '''Website > Forms''' on the left menu. 2. Find the form you want to label and click '''Add label/business goal +.''' 3. A small modal window will open. Click the '''Create label''' button. 4. In the modal, enter the desired label name and select a color. 5. Click the '''Create''' button. The new label will appear below the form name and will also be added to the Label Manager, allowing it to be used with automations and campaigns. #### For Multiple Forms: 1. Go to '''Website > Forms''' on the left menu. 2. Check the boxes beside each form you want to label. 3. Click the '''Add or remove labels''' dropdown. 4. Click the '''Create label''' button. 5. In the modal, enter the label name and select a color. 6. Click the '''Create''' button. The new label will be applied to the selected forms and will appear under each form's name. ### Applying an Existing Label You can apply existing labels to one or multiple forms. #### For a Single Form: 1. Go to '''Website > Forms''' on the left menu. 2. Find the form that should receive a label and click '''Add label/business goal +.''' 3. A modal window will open. Scroll through the list of labels and select the one you want to apply. The label will now be applied to the form. #### For Multiple Forms: 1. Go to '''Website > Forms''' on the left menu. 2. Check the boxes beside each form you wish to label. 3. Click the '''Add or remove labels''' dropdown. 4. Scroll through the list of labels and select the desired label(s). The selected label(s) will be applied to the chosen forms. ### Editing a Label To edit a label, follow these steps: 1. Go to '''Website > Forms''' on the left menu. 2. Locate and click on the label you wish to edit. 3. A modal window will appear. Change the label name and/or select a different color as needed. 4. Click the '''Save''' button. The changes will be applied globally across your account. ### Removing a Label Removing a label does not delete it; it simply unassigns it from the selected forms. #### From a Single Form: 1. Go to '''Website > Forms''' on the left menu. 2. Locate the form from which the label should be removed. 3. Click the '''X''' next to the label name. #### From Multiple Forms: 1. Go to '''Website > Forms''' on the left menu. 2. Check the boxes next to each form from which you want to remove the label. 3. Click the '''Add/remove labels''' button. 4. Uncheck the box next to the label you want to remove and confirm. ### Deleting a Label To delete a label permanently: 1. Go to '''Website > Forms''' on the left menu. 2. Find and click the label you want to delete. 3. In the modal window, click on the '''Delete''' option. Deletion is final and will remove the label from all associated assets, including forms, campaigns, and automations. ### Filtering Forms by Label Filters can streamline the selection of forms based on labels. 1. Click the '''Business Goals/Labels''' dropdown on the Forms overview page. 2. Select the label you want to filter by. Note that only one label can be selected at a time, and the page will refresh to show the forms under that label.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information