Label Manager
```mediawiki Navigation: Main_Page > Settings > Labels > Label Manager
Overview of the Label Manager[edit | edit source]
ActiveCampaign’s Label Manager is a centralized hub designed to give you control over all labels across your ActiveCampaign account. This powerful tool not only allows you to see, create, edit, and delete labels but also provides the capability to apply or remove them from automations, campaigns, and forms quickly. Understanding how to leverage the Label Manager efficiently can improve your account organization and streamline your operations, making it easier to categorize and manage various elements of your marketing strategy.
Labels are essential for categorizing and identifying related items in your account. Beyond basic management, the Label Manager offers the ability to convert existing labels into business goals, allowing for strategic planning and tracking of important outcomes.
This article will provide a comprehensive guide on accessing and utilizing the Label Manager effectively, ensuring that you understand all of its features.
How to Access the Label Manager[edit | edit source]
To locate the Label Manager within ActiveCampaign, follow these steps:
1. Click on the Settings (gear icon) in the lower left corner of your ActiveCampaign dashboard. 2. From the side menu, select Labels.
Once you navigate to the Label Manager, you will see a list of any labels you may have created in the past. If no labels exist, you will be presented with helpful information and a Create label button. Each entry in the list shows the label name, its associated label color, and the number of instances it has been used in campaigns, automations, or forms.
To find specific labels quickly, you can utilize the filter and search functionalities available on the page.
Step-by-Step Instructions[edit | edit source]
Create a Label[edit | edit source]
To create a label in the Label Manager, follow these steps:
1. Click the Create label button. 2. A modal window will pop up; enter the desired name for your label in the provided field. 3. Choose a color for your label that can easily identify it. 4. Click the Create button to finalize the creation of your label.
Edit a Label[edit | edit source]
If you need to make changes to an existing label, do the following:
1. Locate the label you wish to edit from the list. 2. Click the Edit button next to the label. 3. Enter the updated name and/or select a different label color as needed. 4. Click the Save button to apply your changes.
Delete a Label[edit | edit source]
To delete a label (either single or multiple), follow these steps:
- To delete a single label:*
1. Find the label you want to remove. 2. Click the down carat next to the Edit button. 3. Select the Delete option. 4. A confirmation modal will appear; confirm your action by clicking Delete again.
- To delete multiple labels at once:*
1. Check the box next to each label you want to delete. 2. Click the Delete option at the top of the page. 3. Confirm your action by clicking Delete in the modal window that appears.
Convert a Label to a Business Goal[edit | edit source]
To enhance a label and link it to a business objective, you can convert it to a business goal by following these steps:
1. Ensure you have the conversion you want to link already created. 2. Click on the Settings (gear icon) in the left menu. 3. Select Labels. 4. Find the label you wish to convert and click the Upgrade to business goal button next to it. 5. Choose an existing conversion goal from the dropdown menu. 6. (Optional) You can set a target for your business goal by clicking on the Add conversion target link next to the conversion name. 7. Click the Create business goal button to finalize the conversion.
After saving, you will be redirected to the Individual Goal Overview where you can further manage the new goal. Remember that labels converted to business goals cannot be downgraded; if a mistake is made, you must create a new label.
Configuration Options and Settings[edit | edit source]
The Label Manager contains several key configuration options, which include:
- **Label Names**: Every label is identified by its name, which can be customized during creation or editing. - **Label Colors**: You can assign a specific color to help distinguish between labels visually. - **Application**: Labels can be applied to any campaign, automation, or form post-creation.
Once a label is modified within the Label Manager, all changes will reflect across your entire ActiveCampaign account without needing additional updates.
Best Practices and Tips[edit | edit source]
To make the most out of the Label Manager, consider the following best practices:
1. Create clear and descriptive label names that indicate the function or purpose of each label. 2. Utilize a color-coding system to manage visual representation effectively; this can help in quickly encompassing the status of campaigns, automations, or forms. 3. Regularly review existing labels to remove any that are no longer in use, keeping your account organized and clutter-free. 4. When converting to a business goal, ensure you have a clear and defined purpose for tracking that goal to avoid unnecessary complications.
Common Use Cases with Examples[edit | edit source]
1. **Organizing Marketing Campaigns**: You might use labels like "Email Blast", "Social Media", or "Discount Offer" to categorize different marketing strategies.
2. **Tracking Customer Actions**: Use labels such as "Downloaded PDF" or "Completed Form" to monitor customer interactions and engage further based on their activity.
3. **Project Management**: If labels represent projects, consider having labels like "Q1 Launch", "Customer Feedback", or "Performance Review" to ensure all relevant campaigns, automations, and forms are aligned with specific projects.
Troubleshooting Section[edit | edit source]
When using the Label Manager, you may encounter a few common issues:
- **Unable to Find a Label**: Use the filter and search functionalities to quickly locate labels. If no labels show up, confirm that you’ve added labels in the past.
- **Label Changes Not Reflecting**: Refresh your page to apply changes. If the issue persists, ensure that you saved your changes correctly.
- **Mistakenly Deleted Labels**: Remember that label deletions are permanent. If you accidentally delete a label, you will need to create a new one.
FAQ Section[edit | edit source]
What plans include the Label Manager?[edit | edit source]
The Label Manager is available on the Plus, Pro, and Enterprise plans.
Can I apply a label to multiple items at once?[edit | edit source]
Yes, once you create a label, you can apply it to any number of campaigns, automations, or forms.
What happens to labels that are deleted?[edit | edit source]
Deleting a label removes it from all associated items, and this action cannot be undone.
Can I downgrade a business goal back to a label?[edit | edit source]
No, once a label is converted to a business goal, it cannot be downgraded. You must create a new label to maintain the original structure.
How do I find labels quickly?[edit | edit source]
You can use the filter and search options available in the Label Manager to locate specific labels easily.
Is there support for using labels with other features?[edit | edit source]
Yes, you can find documents on how to use labels in conjunction with Campaigns, Automations, and Forms.
What should I do if I encounter an issue with the Label Manager?[edit | edit source]
For persistent issues, consult the troubleshooting tips provided above, or reach out to ActiveCampaign support for assistance.
For further information, you can review the documentation on using labels with Campaigns, Automations, and Forms. ```