Day 10 | Labels Management 🏷️

Challenges 14-Day AI Sprint
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As a marketer, you’re juggling countless tasks…

And while AI can help save time and boost impact, managing multiple campaigns and assets still requires organization and management. (Especially to stay sane! :sweat_smile:)

That’s where labels come in.

By tagging your campaigns, forms and automations, you can keep everything neatly organized and make sure the right message lands in front of the right audience at just the right time.

No more scrambling to find “that one email” or which automation you’ve used for a specific marketing campaign.

We’re going to show you how to keep everything running smoothly, so you can focus on strategic initiatives.

First, let’s define what a label is inside of ActiveCampaign.

Labels are keywords you can apply to your campaigns, forms and automations to group relevant assets. They are flexible, and you can add multiple labels to a single campaign, form or automation.

In addition to adding them campaigns, automations, and forms, you can:

  • Use labels to filter reports
  • Apply labels to campaigns and automations used with the Salesforce integration
  • Apply labels to campaigns and automations used with the Microsoft Dynamics 365 integration

We recommend creating labels for specific topics, audiences, purposes, or larger initiatives, although you can experiment and use them however you’d like.

You can create new labels from the Label Manager and the overview pages for Campaigns, Forms, and Automations.

To create a new label for a single campaign, form or automation, follow these steps:

  1. Select Campaigns, Forms or Automations on the left menu (depending on where you want to create a label.

  2. Locate the campaign, form or 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 campaign, form or automation name.

Once a label is created, you can apply the label to any asset (campaign, form, and/or automation) to group them together.

Note: This is available to Plus, Pro, and Enterprise.

To locate the Label Manager, click “Settings” (gear icon), then click Labels on the side menu.

If you created labels in the past, they will be listed on the Labels Management page.

If you haven’t created any new labels, you will see information about labels and a button to create one.

In addition to the label names, the label management page includes label colors and the number of times that label has been applied to a campaign, automation, or form.

Clicking any of these numbers provides direct links to the campaigns, automations, forms, and landing pages that use that label.

Now it’s your turn! :point_down:

Day 10 - Task of the Day

Create labels for your campaigns, automations, and forms to help you organize your marketing efforts.

Then, sort and filter to better visualize all of your marketing efforts.

For plus and above users, you will see the labels management page so you can see how many automations, forms and campaigns are associated with the label.

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Here are a few extra resources to help you edit, delete and filter labels: