Labels

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Getting Started with Labels

Labels are powerful tools within ActiveCampaign that help you organize and categorize your campaigns, automations, and forms. By utilizing labels, you can group relevant assets together based on specific topics, audiences, purposes, or larger initiatives, including your business goals. This ensures a more streamlined workflow and easier access to your marketing materials.

Why Labels Matter

Labels add a layer of organization to your marketing efforts, enabling you to filter and manage your assets effectively. They allow for greater flexibility; you can apply multiple labels to a single asset, which enhances your ability to manage and measure your marketing campaigns. Understanding how to utilize labels is essential for maximizing the capabilities of ActiveCampaign.

How to Access Labels

You can manage and apply labels through the following locations in ActiveCampaign: - **Label Manager**: For creating, editing, and deleting labels - **Campaigns Overview Page**: To apply labels directly to your campaigns - **Automations Overview Page**: To apply labels directly to your automations - **Forms Overview Page**: To apply labels directly to your forms

Step-by-Step Instructions

Creating New Labels

1. **Navigate to the Label Manager**:

  - Click on the appropriate menu in your dashboard to access the **Label Manager**.

2. **Click on the 'Add Label' Button**:

  - Locate and click the **Add Label** button to initiate the creation process.

3. **Enter Label Information**:

  - Fill in the fields to define your new label.

4. **Save Your Changes**:

  - Click the **Save** button to store the new label.

Applying Labels to Assets

1. **Go to Campaigns, Automations, or Forms Overview**:

  - Navigate to the overview page for the asset you want to label.

2. **Select the Asset**:

  - Click on the asset to open its details.

3. **Find the Label Section**:

  - Look for the **Labels** section in the asset's settings.

4. **Add the Desired Labels**:

  - Check the box next to the labels you wish to apply or create new ones as needed.

5. **Save Your Changes**:

  - Ensure you click the **Save** button to apply the labels.

Configuration Options and Settings

Within the context of Labels, there are several configuration options that you will encounter: - **Label Manager**: Manage all your labels in one place. - **Campaigns, Automations, and Forms Overview Pages**: Directly apply labels to assets from these pages. - **Filtering Reports**: Use labels to segment your reporting data meaningfully. - **Salesforce Integration**: Apply labels in campaigns and automations utilized in tandem with Salesforce. - **Microsoft Dynamics 365 Integration**: Similar to Salesforce, labels can enhance management within Microsoft Dynamics 365. - **Business Goals**: Consider turning a label into a business goal for tracking conversions more efficiently.

Best Practices and Tips

- **Use Descriptive Names**: When creating labels, opt for clear, descriptive names that convey their purpose. - **Limit the Number of Labels**: Avoid creating an excessive number of labels to keep your system organized. - **Regular Maintenance**: Periodically review and update your labels to ensure they remain relevant to your current marketing strategies. - **Utilize Multiple Labels**: Don't hesitate to tag an asset with multiple labels for added context and segmentation.

Common Use Cases with Examples

- **Segmentation**: Group campaigns by target audience using labels like "new customers" or "re-engagement". - **Project Tracking**: For large projects, use labels to indicate stages such as "planning", "in progress", and "completed". - **Performance Monitoring**: Apply business goal labels to track the success of multiple campaigns towards a single conversion goal.

Troubleshooting

If you encounter issues while using labels, consider the following steps: - **Ensure Permissions**: Check whether your account has the necessary permissions to create or modify labels. - **Browser Compatibility**: Ensure that your browser is up to date as older versions may not support all functionalities. - **Refreshing the Page**: If changes do not appear, try refreshing your page or logging out and back in to ActiveCampaign.

Related Features

For further exploration of related features within ActiveCampaign, consider reviewing the following resources: - Label Manager overview - Use labels with campaigns - Use labels with automations - Use labels with forms

FAQ

Q: What are Labels in ActiveCampaign? A: Labels are keywords used to organize and group your campaigns, automations, and forms within ActiveCampaign.

Q: How do I create a label? A: You can create a label through the **Label Manager** or directly on the overview pages of campaigns, automations, and forms.

Q: Can I apply multiple labels to a single campaign? A: Yes, you can apply multiple labels to any campaign, automation, or form to better categorize them.

Q: Are labels available in all ActiveCampaign plans? A: Yes, labels are available across all ActiveCampaign plans including Starter, Plus, Pro, and Enterprise.

Q: How do I use labels for reporting? A: You can filter your reports using labels to gain insights into specific campaign performances.

Q: Can I delete a label? A: Yes, labels can be deleted from the **Label Manager** whenever they are no longer needed.

Q: Is there a limit to the number of labels I can create? A: There is no specified limit, but it's best to maintain a reasonable number for effective organization.

For additional resources and to learn more about effectively using labels, visit the provided links throughout this article. ```