How to use labels with your forms

Labels are keywords that you can apply to your forms to keep them organized. Once you add a label to a form, you can filter the Forms page by that label to quickly find what you need. While similar to folders, labels offer more flexibility as you can assign more than one label to a form.

Take note

  • Forms, automations, and campaigns share the same labels. Any labels created on the Forms page are available to use with automations and campaigns
  • Edits made to labels on the Forms page are also reflected on automations and campaigns pages
  • Labels are edited or deleted from the Forms page only. Learn how to delete a label from your account

Viewing form labels

Any labels you create for your forms will appear in the "Filter" dropdown on the Forms overview page. This dropdown will also contain labels you created for your Automations and Campaigns.

form_label_dropdown.png

How to create a label for a form

To create a new form label:

  1. Click "Site" on the left menu.
  2. Click the "Forms" option on the left side of your screen.
  3. Locate the form to which you want to add the label. 
  4. Click the checkbox next to the form's name.
  5. Click the "Add Label" button that appears at the top of the Forms page.
  6. Click the "Create New Label" button.
    create_new_label_button.png
  7. A "Create New Label" modal will open. Type the label name into the field provided.
  8. Click a color tile to assign a color to the label.
  9. Click the "Create" button.

The new label will be applied to the selected form. In addition, you can apply this label to other forms, campaigns, and automations.

label_added_to_form_example.png

How to add a label to a form

You can add a label you've already created to a single form or multiple forms.

  1. Click "Site" on the left menu.
  2. Click the "Forms" option on the left side of your screen.
  3. Locate the form to which you want to add the label.
  4. Click the checkbox next to the form's name.
  5. Click the "Add Label" button that appears at the top of the Forms page.
    add_label_button.png
  6. Click the label that you want to apply to your form.

The label will be applied to the selected form.

How to remove a label from a form

You can remove a label from a single form or multiple forms.

  1. From the Forms overview page, locate the form containing the label you want to remove. 
  2. Click the checkbox next to the form's name.
  3. Click the "Add/Remove Label" dropdown at the top of the Forms overview page.
    add_remove_label_option.png
  4. Locate the label you wish to remove from the form in the list of options. It will have a green checkmark.
    label_with_green_checkmark.png
  5. Click the label.

The label will be removed from the form.

How to edit a label

To edit a label:

  1. From the Forms overview page, locate the label you wish to update.
  2. Click the pencil icon that appears to the right of the label.
    edit_label_icon.png
  3. An "Edit Label" modal will open. Type a modified name into the field provided.
  4. Click the "Save" button.

The label will be updated on the Forms, Automations, and Campaigns pages.

How to filter forms by label

If you have several forms in your ActiveCampaign account, filtering them by a label can help you quickly locate what you need.

  1. From the Forms overview page, click the "Filter" dropdown.
  2. Click the label you wish to use as a filter.

The Forms page will list all forms that contain that label.

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