Labels are a flexible feature that lets you group people and organisations for easier searching and segmentation. These are then used for marketing campaigns or special follow-ups. Unlike drop-down lists, labels are present across all relationships and are always visible in all Organisation and Person levels.
Table of Contents:
Creating a Label
Editing a Label
Assigning and Using a Label
Key Points to Remember
Quick Summary
Creating a Label
Go to the Configuration menu.
Scroll down to Base Data, then choose Labels.
A label will always belong to a category. You can either select a pre-existing category or create a new one. To create a new category, click the + Label Category button.
Enter the name for the new category and click Save.
To add a label, click on the + Label button.
Type the label name, select its corresponding category, and click Save.
Editing a Label
To edit a label or category, click on it and make your changes. These are automatically saved.
To make a label or category inactive, use the slider next to it. When inactive, the slider turns pink. Inactive labels stay within existing records but can’t be added to new ones.
Assigning and Using a Label
Your new labels appear in every person’s and organisation’s card. Assign a label by clicking on it in the relevant section of the card.
If enabled, labels are also visible within widgets, making it easy to group contacts for actions like email campaign. Simply select the list using the desired label and choose Create mailing.
Key Points to Remember
You may delete labels when these are no longer relevant to your marketing needs, unlike with Dropdown Lists.
You cannot choose which labels are present where. They are present in all Persons and Organization relationship levels.
It’s best to add labels to contact persons rather than to organizations, since your campaigns are aimed at people, not the organizations themselves.
Quick Summary
You can now create and use labels in Efficy to segment people and organisations, as shown in the tutorial. Labels help keep your data structured and make it simple to target groups for communications or campaigns. Following these steps ensures you can organise information confidently and efficiently.