Use labels with automations

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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
  • Edits made to labels on the Automations page are applied globally to your account
  • Labels deleted from the Automations page are permanently deleted from your account and will be removed from all assets (campaigns, automations, and forms)

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 “Add label +.”
  3. A small modal window will appear. Click the “Create label” button.
  4. A modal window will appear where you can create a new label:
    • Enter the label name into the field provided
    • Select a color
    • Click the “Create” button

The new label will appear below the automation name. 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. Click Automations on the left menu.
  2. Click the checkbox next to each automation that should receive a new label.
  3. Click the “Add or remove labels” dropdown that appears.
  4. Click the “Create label” button.
  5. A modal window will appear where you can create a new label:
    • Enter the label name into the field provided
    • Select a color
    • Click the “Create” button

The new label will be applied to selected automations. It will appear under each automation name and status.

In addition, this label will be added to the Label 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 should receive a label, then click “Add label +.”
  3. A small modal window will appear. Scroll through the list of labels.
  4. When you find the one you want to use, click it 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 should receive a label.
  3. Click the “Add or remove labels” dropdown that appears.
  4. Scroll through the list of labels.
  5. When you find the one you want to use, click it to select it. Note that you can select more than one label in this step.

The label will be applied to the selected automations.

Edit a label

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

  1. Click Automations on the left menu.
  2. From the list of automations, locate and click the label you want to edit.
  3. A modal window will appear. Type the updated name and select a different color for the label.
  4. 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 “X” next to the label name to remove it 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 you want to remove the label from.
  3. Click the “Add/remove labels” button that appears.
  4. Scroll through the list of labels until you see the one you want to remove. It will have a checkmark next to its name.
  5. Uncheck the box next to the label you want to remove. Note that you can remove multiple labels from the selected automations in this step.

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 Automations on the left menu.
  2. Locate and click the label you want to delete from your account.
  3. A modal window will appear. Click the “Delete” option.

Filter automations by label

Any labels you create will appear alphabetically in the "Label" dropdown menu.

To filter automations by label, click the "Label" dropdown, then click the label you want to filter. Note that only one label can be selected for the filter.

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

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