Use labels with campaigns

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Use Labels with Campaigns

Introduction

In ActiveCampaign, the feature to use labels with campaigns allows users to efficiently organize their campaigns through a flexible and intuitive system. Labels serve as a method for grouping campaigns—enabling categorization by keyword, topic, audience, purpose, or any larger initiatives you may have. For instance, if you have several campaigns aimed at re-engaging contacts, adding a label such as "Re-engagement" can streamline your workflow.

Utilizing labels not only aids in organization but also enhances the ability to filter campaigns quickly, enabling users to navigate the Campaigns overview page with ease. Labels present an advantage over traditional folders, offering the flexibility to assign multiple labels to a single campaign.

This article will provide detailed instructions on creating, applying, editing, removing, and deleting labels from the Campaigns overview page.

How to Access This Feature

To access the feature for managing labels with campaigns, follow these steps: 1. Log in to your ActiveCampaign account. 2. Click on the Campaigns option from the left menu. From here, you will be able to manage your campaigns and their respective labels.

Step-by-Step Instructions

This section outlines the procedures for creating, applying, editing, removing, and deleting labels for your campaigns.

Create a New Label

You can create a new label either for a single campaign or for multiple campaigns at the same time.

Create a new label for a single campaign: 1. Click Campaigns on the left menu. 2. Locate the specific campaign that requires a new label, and click on Add label/business goal +. 3. A small modal window will appear; click the Create label button. 4. A new modal will emerge where you can create the label by:

  - Entering the label name into the provided field.
  - Selecting a color.
  - Clicking the Create button.

The new label will now appear below the campaign name and status, and will be added to the Label Manager for use across automations and forms.

Create a new label for multiple campaigns: 1. Click Campaigns on the left menu. 2. Check the boxes next to each campaign that should receive the label. 3. Click the Add or remove labels dropdown that becomes visible. 4. Click the Create label button. 5. A modal will open, allowing you to:

  - Enter the label name.
  - Select a color.
  - Click the Create button.

The newly created label will be applied to the selected campaigns.

Apply an Existing Label

You can apply a label that already exists to single or multiple campaigns.

Apply an existing label to a single campaign: 1. Click Campaigns on the left menu. 2. Find the campaign needing a label and click on Add label/business goal +. 3. A small modal window will appear. Scroll through the list of labels available. 4. Select the desired label to apply it to the campaign.

Apply an existing label to multiple campaigns: 1. Click Campaigns on the left menu. 2. Check the boxes next to each campaign that requires a label. 3. Click the Add or remove labels dropdown. 4. Scroll through the label list and select the desired label(s).

The labels will be applied to the selected campaigns.

Edit a Label

To edit a label, which applies changes globally to your account:

1. Click Campaigns on the left menu. 2. Locate and click the label you wish to edit from the list of campaigns. 3. A modal window will appear; type the updated name and select a different color for the label. 4. Click the Save button to apply the changes.

Remove a Label

You can remove a label from one or multiple campaigns, without deleting it from your account.

Remove a label from a single campaign: 1. Click Campaigns on the left menu. 2. Identify the campaign and click the X next to the label name to remove it from that campaign.

Remove a label from multiple campaigns: 1. Click Campaigns on the left menu. 2. Check the boxes next to each campaign you want to remove the label from. 3. Click the Add/remove labels button that appears. 4. Scroll through the list and uncheck the box next to the label you wish to remove.

Delete a Label

To completely remove a label from your ActiveCampaign account (note this removes it from all assets):

1. Click Campaigns on the left menu. 2. Locate and click the label you want to delete. 3. A modal window will appear; click the Delete option.

Configuration Options and Settings

When working with labels in ActiveCampaign, the following options and settings are important to understand:

- Label Name: The designated name you give to a label to categorize your campaigns. - Color Selection: A visual representation to differentiate labels for easy identification. - Label Manager: A dedicated area where all labels are stored and can be applied across campaigns, forms, and automations.

Best Practices and Tips

- Use descriptive names for your labels to ensure clarity and ease of recognition. - Apply multiple labels to a single campaign to capture various aspects of its purpose. - Regularly review and clean up unused labels to maintain organization and prevent clutter. - Utilize filtering based on labels to quickly locate campaigns relevant to specific initiatives or goals.

Common Use Cases

1. **Re-engagement Campaigns:** Label campaigns aimed at re-engaging contacts with a label such as "Re-engagement." 2. **Seasonal Promotions:** Use seasonal labels like "Holiday Campaigns" to categorize campaigns relevant to specific times of the year. 3. **Targeted Outreach:** Label campaigns for specific audiences, such as "VIP Customers" or "New Subscribers," to segment your outreach efforts. 4. **Product Launches:** Use labels to manage multiple campaigns centered around the launch of a new product.

Troubleshooting

If you encounter issues with labels in ActiveCampaign, consider the following tips: - Verify that you have the appropriate permissions to create or modify labels. - Ensure labels are not globally deleted if they are still in use by other assets. - Refresh the Campaigns overview page if newly created labels do not appear immediately.

Related Features

For additional information, you may want to explore related features in ActiveCampaign such as: - Automations - Forms - Contacts

Frequently Asked Questions (FAQ)

1. Can I apply the same label to multiple campaigns?

Yes, you can apply the same label to multiple campaigns simultaneously.

2. What happens when I delete a label?

When you delete a label, it is permanently removed from your account and from all associated campaigns, forms, and automations.

3. Is there a limit to the number of labels I can create?

There is no specified limit; you can create as many labels as needed to effectively organize your campaigns.

4. Can I edit an existing label after it is created?

Yes, you can edit an existing label to change its name or color.

5. How do I filter campaigns by label?

To filter campaigns, click the Business Goals/Labels dropdown and select the label you wish to filter by. Only one label can be selected at a time.

6. Are labels shared between campaigns, forms, and automations?

Yes, all labels created on the Campaigns page are accessible across campaigns, forms, and automations.

7. Are changes to labels applied globally?

Yes, any edits to labels are applied globally to your account, affecting all associated assets. ```