Use labels with forms

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Use Labels with Forms

In ActiveCampaign, the feature to use labels with forms allows users to organize their forms more effectively by grouping them based on keywords, topics, audiences, or purposes. This functionality is essential as it helps users manage their marketing assets efficiently, especially when dealing with a large number of forms. By incorporating labels, users can filter the Forms overview page swiftly, facilitating easier access to specific forms.

In this article, you will learn how to create, apply, edit, remove, and delete labels from the Forms overview page.

How to Access This Feature

To begin using labels with forms in ActiveCampaign, navigate to the Forms section by clicking on Website in the left menu and then selecting Forms. This will take you to the Forms overview page where you can manage all aspects of your forms, including label management.

Step-by-Step Instructions

1. 1. 1. Creating a New Label

You can create a new label for one or multiple forms at once.

1. 1. 1. 1. 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.

1. 1. 1. 1. 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.

1. 1. 1. Applying an Existing Label

You can apply existing labels to one or multiple forms.

1. 1. 1. 1. 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.

1. 1. 1. 1. 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.

1. 1. 1. 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.

1. 1. 1. Removing a Label

Removing a label does not delete it; it simply unassigns it from the selected forms.

1. 1. 1. 1. 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.

1. 1. 1. 1. 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.

1. 1. 1. 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.

1. 1. 1. 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.

Configuration Options and Settings

- Label Manager: This is where all labels are organized and can be managed. Labels created must be defined clearly to assist in filtering.

- Label Name: Enter a descriptive name for your label.

- Color Selection: Choose a unique color for visual differentiation of labels.

These configuration options empower users to maintain a tidy and organized form environment.

Best Practices and Tips

- Assign multiple labels to forms where applicable to improve search and filtering capabilities. - Use specific label names that clearly represent the form's purpose or target audience. - Regularly review and update your labels to ensure they reflect your current organizational needs. - Train your team on the labeling system to maintain consistency across forms.

Common Use Cases with Examples

- **Segmentation**: Use labels like "Newsletter Signup," "Event Registration," or "Feedback Form" to quickly segment and locate forms based on function. - **Campaign Alignment**: Align forms with specific campaigns by labeling them according to the campaign name or goal, making it easier to manage and track form performance. - **Audience Targeting**: Apply audience-specific labels, such as "Students" or "Professionals," to ensure that forms are targeted and relevant to specific demographics.

Troubleshooting Section

If you encounter issues while using labels with forms, consider the following:

- **Label Not Applying**: Check that you have the necessary permissions and that you are following the correct labeling process. - **Deleted Labels**: Remember, once deleted, labels cannot be recovered; ensure you really want to delete it before proceeding.

If problems persist, refer to ActiveCampaign support or consult the community forums for further assistance.

FAQ

1. Can I use the same label for different forms?

Yes, you can assign the same label to multiple forms, which can help categorize them under a single recognized group.

2. What happens if I delete a label?

Deleting a label removes it from all forms, campaigns, and automations permanently.

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

There is no specified limit to the number of labels you can create within your account.

4. Can I filter forms by multiple labels at once?

Currently, only one label can be selected for filtering at a time.

5. Do changes to labels apply to both forms and automations?

Yes, any edits or deletions to labels will apply globally across your ActiveCampaign account.

6. How can I quickly find a form if I forget its label?

You can use the search function on the Forms overview page to locate forms by name even if you do not remember the associated label.

7. Are labels visible to my form users?

No, labels are only visible within your ActiveCampaign account interface and do not show to the form users.

By effectively utilizing the label functionality in ActiveCampaign, you can enhance organizational efficiency, improve management, and retrieve forms quickly, making your marketing efforts more streamlined and effective.