Use labels with automations

Use labels to keep your automations organized. You can use labels to group automations (and other assets) together by keyword, topic, audience, purpose, and more. Once you add a label to an automation, you can filter the Automations overview 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 an automation.

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

Take note

• Automations, forms, and campaigns share the same labels. Any labels created on the Automations page will appear in the Label Manager and can be used with forms and campaigns

Create a new label from the Automations overview page

You can create a new label for one or multiple automations simultaneously.

Create a new label for a single automation:

1. Click Automations on the left menu.
2. Locate the automation that should receive a net new label, then click the “+” in the "Business Goals/ Labels" column.
3. A small modal window will appear. Click the “Add new label” button.
4. A new modal window will appear where you can create a new label:
   • Enter the label name into the field provided
   • Select a label color
   • Click the “Create” button

The new label will appear to the right of the automation's name in the "Business Goals/ Labels" column. In addition, this label will be added to the Label manager and can be applied to any form or campaign of your choice.

Create a new label for multiple automations:

1. Create a new label using the steps outlined above. 
2. Click the checkbox next to each automation that will receive the new label.
3. Click the “Edit (number of) automations" button that appears above the "Automation" column.
   
   
4. Click the "Select a bulk action" dropdown.
5. Select "Add labels."
6. Click the "Select" dropdown and scroll through the list of labels.
7. When you find the label you created, click the checkbox to the left of it to select it. Note that you can select more than one label in this step.
8. Click the blue "Apply" button.

The new label will be applied to the selected automations. It will appear next to each automation name.

In addition, this label will be added to the Labels manager and can be applied to any form or campaign of your choice.

Apply an existing label

You can apply an existing label to one or multiple automations simultaneously.

Apply an existing label to a single automation:

1. Click Automations on the left menu.
2. Locate the automation that will receive the label, then click the “+” in the "Business Goals/ Labels" column.
3. A small modal window will appear. Scroll through the list of labels.
4. When you find the one you want to use, click the checkbox on its left to select it.

The label will be applied to the automation.

Apply an existing label to multiple automations at the same time:

1. Click Automations on the left menu.
2. Click the checkbox next to each automation that will receive a label.
3. Click the “Edit (number of) automations" button that appears above the "Automation" column.
4. Click the "Select a bulk action" dropdown.
5. Select "Add labels."
6. Click the "Select" dropdown and scroll through the list of labels.
7. When you find the label you want to use, click the checkbox to the left of it to select it. Note that you can select more than one label in this step.
8. Click the blue "Apply" button.

The label will be applied to the selected automations.

Edit a label

Once the edit is complete, it is applied globally to your account.

1. Click Settings in the upper right corner.
2. Select "Labels" from the Settings menu.
3. Locate the label you'd like to update.
4. Click the down caret next to the "Upgrade to business goal" button.
5. Select the "Edit" option.
6. A modal window will appear. Type the updated name and/or select a different color for the label.
7. Click the “Save” button.

Remove a label

You can remove a label from a single automation or multiple automations simultaneously. Removing a label removes it from the selected automation(s). It does not permanently delete it from your account.

Remove a label from a single automation:

1. Click Automations on the left menu.
2. Locate the automation from which you want to remove a label.
3. Click the name of the label you want to remove.
4. A small modal window will appear. Scroll through the list of labels.
5. When you find the label you want to remove, click the checkbox on its left to uncheck it.

The label will be removed from the automation.

Remove a label from multiple automations at the same time:

1. Click Automations on the left menu.
2. Click the checkbox next to each automation that you want to remove the label from.
3. Click the “Edit (number of) automations" button that appears above the "Automation" column.
4. Click the "Select a bulk action" dropdown.
5. Select "Remove labels."
6. Click the "Select" dropdown and scroll through the list of labels.
7. When you find the label you want to remove, click the checkbox on its left to select it. Note that you can select more than one label in this step.
8. Click the blue "Apply" button.

The label will be removed from the selected automations.

Delete a label

Once you delete a label, it is removed from all assets (campaigns, forms, and automations) and permanently deleted from your ActiveCampaign account.

1. Click Settings in the upper right corner.
2. Select "Labels" in the Settings menu.
3. Locate the label you'd like to delete.
4. Click the down caret next to the "Upgrade to business goal" button.
5. Select the "Delete" option.
6. A modal window will appear to verify that you want to delete the selected label. Click the “Delete” button.

Delete multiple labels at the same time:

1. Click Settings in the upper right corner.
2. Select "Labels" in the Settings menu.
3. Click the checkbox next to each label that you want to delete.
4. Select “Delete," located above the "Label name" column.
   
   
5. A modal window will appear to verify that you want to delete the selected labels. Click the “Delete” button.

Filter automations by label

You can filter the Automations page by labels. This will allow you to only view the automations that have been assigned a specific label. To filter the page:

1. Click the "Filter" button located above the "Automation" column.
2. Click in the Label dropdown menu.
3. Select the label you want to filter by. Multiple labels can be selected for the filter.
4. Click the blue "Apply" button.

The page will reload and display all automations with that label.