How to organize your forms using labels

Labels are keywords that you can create and apply to your forms to keep them organized. You may want to use labels if you have several forms 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 a form.

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

This article will cover:

Viewing form labels
How to create a form label
How to add a label to a form
How to remove a label from a form
How to filter/locate forms by label
How to edit a label
How to delete a label from your account

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

view_form_labels.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 forms in your account that have that label applied to them.

Note: Any labels created on the Forms overview page will also appear on the Automations and Campaigns overview pages. Labels will be listed in descending order of creation date. For example, each new label you create will appear at the bottom of this list. It is not possible to reorder labels.

How to create a form label
To create a new form label:

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

    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.

    Add_new_label.png

  4. Click the “Add Label” button.

    Click_add_label.png

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

Label_has_been_added.png

How to add a label to a form
To add a label to a form:

  1. Click the thumbnail image of your form.
  2. Drag it to your label

    drag_form_to_label.png

The label will appear under the form name:

label_under_form_name.png

How to remove a label from a form
To remove a label from a form:

  1. Hover your mouse over the label under the form’s name:
  2. Click the “x” located next to the label:

    click_x_next_to_label.png

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

click_label_name_.png

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

forms_filtered_by_label.png

To display all forms, click “All Forms”:

Click_all_forms.png
How to edit a label
It is not possible to edit a label from the Forms overview page. Modifications to a label must be done from the Automation Overview page. This edit will appear on the Automations, Forms, and Campaigns overview pages. To edit a label, follow the steps below:

  1. Navigate to the Automations overview page.
  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.

    type_a_new_label_name.png

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

    save_edited_label.png

How to delete a 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 form label from your account:

  1. Navigate to the Forms overview page.
  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 delete icon.

    Click_trash_icon.png

  5. A confirmation modal will appear. Click “OK.”

    click_ok_to_delete_label.png
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