How to organize your automations using labels

Labels are keywords that you can create and apply to your automations to keep them organized. You may want to use labels if you have several automations in your account, and would like to filter them by label. This makes it easier for you to find information quickly. While similar to folders, labels offer more flexibility as you can assign more than one label to an automation.

Note: The Automations, Forms, and Campaigns overview pages share the same labels. Any labels created, edited, or deleted on the Automations page will also be reflected on the Forms and Campaigns overview pages.

This article will cover:

Viewing automation labels
How to create an automation label
How to add a label to an automation
How to remove a label from an automation
How to filter/locate automations by label
How to edit an automation label
How to delete an automation label from your account

Viewing automation labels
Any labels you create in your account for Automations will appear on the left side of the Automations overview page:

labels_on_left_side_of_screen.png

Here you will see the name of the label, as well as a number for each label. The number displayed represents the number of automations in your account that have that label applied to them.

Note: Any labels created on the Automations overview page will also appear on the Forms and Campaigns overview pages.

How to create an automation label

  1. Navigate to the Automations overview page in your account.
  2. Click the plus (+) sign next to “Labels” located on the left side menu:

    Automation_label_click_plus_sign.png
  3. A “Add New Label” modal will open. Type the name of the label into the field provided and apply a color of your choice by clicking it.

    Automation_label_new_label.png

  4. Click the “Add Label” button.

    Automation_label_click_add_label.png

The new label will appear under “Labels” on the left side of your screen for the Automations, Forms, and Campaigns overview pages.

How to add a label to an automation
There are three ways to apply a label to an automation:

1. Drag the automation to the label

First, locate the automation you want to add a label to. Then, click the thumbnail of your automation:

click_thumbnail.png
Next, drag the automation to the label. 

Drag_automation_to_label.png

The label will appear under the automation name:

label_under_automation_1.png

2. Drag the label to your automation

First, click the label from the left side menu then drag it to your automation:

Click_label_and_drag_to_automation.png

The label will appear under the automation name:

label_under_automation_2.png

3. Add a label with the "Add label" dropdown.

First, locate the automation you would like to add a label to, then click the checkbox to the left of the automation thumbnail:

Click_checkbox_next_to_automation.png

An “Add label” dropdown will appear.

add_label_dropdown.png

Next, click the “Add label” dropdown and click the label you wish to apply to the automation.

Click_the_label_from_the_dropdown.png

The label will appear under the automation name:

label_under_automation_2.png 

How to remove a label from an automation
To remove a label from an automation, click the “x” located next to the label under your automation name:

Click_x_to_remove_label_from_automation.png

How to filter/locate automations by label
To filter or locate automations by label, click the label on the left side menu:

Click_the_automation_label.png

The Automations overview page will then show you all automations with that label:

All_automations_with_that_label.png

To display all automations, click “All Automations”:

Click_all_to_display_all_automations.png

How to edit an automation label
You can edit the name of a label as well choose a different label color. This update will appear for any automations with that label right away as well as on the Forms and Campaigns overview pages.

To edit your label:

  1. Navigate to the Automations overview page in your account.
  2. Locate the label you wish to edit on the left side menu.
  3. Hover your mouse over the label you wish to edit.
  4. Click the ellipses.

    Click_ellipses.png

  5. Click the “Edit” button:

    Click_Edit.png

  6. Type a new label name into the “Edit Label” modal. You can also choose to use a different color for your label by clicking it.

    Edit_automation_label.png

  7. Click the “Save” button to save your edits.

    Click_save_button.png

How to delete an automation label from your account
You can delete a label at any time from your account. Once this label is deleted, it cannot be restored. The label will no longer appear for any automations, campaigns, or forms.

To delete an automation label from your account:

  1. Navigate to the Automations overview page in your account.
  2. Locate the label you wish to delete on the left side menu.
  3. Hover your mouse over the label you wish to delete.
  4. Click the ellipses.

    Click_ellipses_2.png

  5. Click the “Delete” button.

    Click_delete.png

  6. A confirmation modal will appear. Click “Delete Label.”

    Click_delete_label.png
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