Use labels with automations

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Use Labels with Automations

Labels are a powerful feature within ActiveCampaign that enhance your ability to manage and organize automations effectively. This feature allows you to categorize automations by keywords, topics, audience types, purposes, and more, creating a system of organization that can greatly improve productivity and efficiency. By applying labels, you can easily filter the Automations overview page, enabling quicker access to the specific automations you need.

This article will cover how to create, apply, edit, remove, and delete labels, alongside best practices for using labels within your automations.

Why It Matters

Using labels not only helps in keeping your automations organized but also allows for enhanced searchability and filtering capabilities. Unlike folders, labels offer the added benefit of flexibility, allowing you to assign multiple labels to a single automation. This feature is particularly valuable for users managing numerous automations, enabling a clear understanding of automation purposes at a glance.

How to Access this Feature

To access the labeling feature, follow these steps: 1. Log in to your ActiveCampaign account. 2. Click on Automations from the left-hand menu. 3. Here you will see the Automations overview page, where you can view all your existing automations and start managing labels.

Step-by-Step Instructions

Create a New Label from the Automations Overview Page

You can create a new label for one or multiple automations.

• Creating a New Label for a Single Automation:*

1. Click Automations on the left menu. 2. Locate the automation that should receive a new label, then click the + in the "Business Goals/ Labels" column. 3. A small modal window will appear. Click the Add new label button. 4. In the new modal window:

  * Enter the label name into the field provided.
  * Select a label color.
  * Click the Create button.

The new label will appear next to the automation's name in the "Business Goals/ Labels" column and will be added to the Label Manager.

• Creating a New Label for Multiple Automations:*

1. Follow the initial steps to create a new label as above. 2. Click the checkbox next to each automation that will receive the new label. 3. Click the Edit (number of) automations button that appears above the "Automation" column. 4. Select Add labels from the "Select a bulk action" dropdown. 5. Choose your newly created label from the list and click the checkbox to select it. 6. Click the blue Apply button.

Apply an Existing Label

You can easily apply existing labels to single or multiple automations.

• Applying an Existing Label to a Single Automation:*

1. Click Automations on the left menu. 2. Locate the automation and click the + in the "Business Goals/ Labels" column. 3. In the modal window, scroll through the label list and select your desired label by clicking the checkbox on its left.

• Applying an Existing Label to Multiple Automations:*

1. Click Automations on the left menu. 2. Check the boxes for each automation requiring the label. 3. Click the Edit (number of) automations button. 4. Identify the "Select a bulk action" dropdown and choose Add labels. 5. Select the label from the list and click the checkbox to confirm. 6. Click the blue Apply button.

Edit a Label

To edit a label: 1. Click Settings in the upper right corner. 2. Choose Labels from the Settings menu. 3. Identify the label you wish to update. 4. Click the down caret next to the Upgrade to business goal button. 5. Select the Edit option. 6. In the modal window, type the updated name or choose a new color for the label. 7. Click the Save button to apply changes.

Remove a Label

A label can be removed from a single or multiple automations:

• Removing a Label from a Single Automation:*

1. Click Automations on the left menu. 2. Find the automation and click the name of the label to remove. 3. In the appearing modal, uncheck the checkbox for the label you wish to remove.

• Removing a Label from Multiple Automations:*

1. Click Automations on the left menu. 2. Check the boxes next to automations from which you want to remove the label. 3. Click the Edit (number of) automations button. 4. Select Remove labels from the "Select a bulk action" dropdown. 5. Choose the label to remove and confirm by clicking the blue Apply button.

Delete a Label

To delete a label entirely: 1. Click Settings in the upper right corner. 2. Select Labels in the Settings menu. 3. Locate the label you wish to delete. 4. Click the down caret next to the Upgrade to business goal button. 5. Choose the Delete option. 6. Confirm by clicking the Delete button in the verification modal.

To delete multiple labels at once: 1. Click Settings in the upper right corner. 2. Select Labels. 3. Check the boxes next to the labels you want to delete. 4. Click the Delete option above the label name column. 5. Confirm the deletion in the modal window.

Filter Automations by Label

Filtering automations by labels facilitates targeted views of your automations: 1. Click the Filter button above the "Automation" column. 2. In the Label dropdown menu, select the label by which you wish to filter. 3. You can select multiple labels; click the blue Apply button to view automations associated with those labels.

Configuration Options and Settings

In this section, key configurations include: - Label Manager: A centralized location to view and manage all your labels. - Color Selection: Each label can have an associated color for visual clarity. - Bulk Actions: Options for managing multiple automations simultaneously.

Best Practices and Tips

1. Use descriptive labels to create clear distinctions between different automations. 2. Avoid creating excessive labels to maintain simple navigation. 3. Regularly review and update labels to reflect changes in automation purposes or team structure.

Common Use Cases with Examples

- **Organizing by Audience**: Create labels such as "VIP Customers," "New Subscribers," or "Inactive Leads" for easy segmentation. - **Task Management**: Use labels like "Follow-Up Needed" or "Completed" to track the status of automations. - **Thematic Grouping**: Group automations by campaigns, such as "Holiday Promotions" or "Regular Newsletter."

Troubleshooting

If you experience issues with label management: - Ensure that you are following the correct steps to create, edit, or delete labels. - Check if your user permissions allow for label management under the Settings.

FAQ

Q1: Can I assign multiple labels to a single automation? A1: Yes, ActiveCampaign allows the assignment of multiple labels to a single automation for enhanced categorization.

Q2: If I delete a label, does it remove it from all automations? A2: Yes, deleting a label will remove it completely from all assets including campaigns and forms.

Q3: Is there a limit to the number of labels I can create? A3: No, there is no specified limit; however, it is advisable to maintain a manageable number for clarity.

Q4: How do I filter my automations? A4: Use the Filter button above the Automation column and select desired labels for filtering.

Q5: Can I revert a deleted label? A5: No, once a label is deleted, it cannot be recovered.

Q6: Can labels be used for forms and campaigns as well? A6: Yes, any labels created in the Automations overview will also be available for use in forms and campaigns.

Q7: What happens if I edit a label? A7: Any edits made to a label will be applied globally to all assets (automations, campaigns, forms) that have that label.

For additional resources, refer to the Automations category page. ```