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How do I create a widget for marketing campaigns?

Updated yesterday

The Contacts Per Label widget helps you understand how your contacts are grouped using labels within Tribe. It is useful when you want a clear overview of segmentation and how contacts are distributed across different labels. You might use this widget to monitor campaign performance, spot trends, or plan follow-up actions. By reading this guide, you will understand what the widget shows and how it supports data-driven decisions from your dashboard.

Table of Contents

  • What Does This Feature Do?

  • Why Or When Should You Use It?

  • Where Is This Feature Displayed?

What Does This Feature Do?

The Contacts Per Label widget visualises how many contacts are assigned to each label. Labels are used in Tribe to group and categorise contacts based on shared characteristics or behaviour. By presenting this information in a widget, Tribe gives you an at-a-glance view of how your contact data is structured.

How to use Contacts Per Label

Go to your Tribe dashboard and click Configuration from the main menu. Select Contact Person as the relationship type to manage individuals and their associated labels.

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Open the Widgets tab in the Contact Person section.

Click on +New Widget. Give your widget a clear name such as "Contacts per Label" for easy identification.

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Click on Add segmentation by field.

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Go to Contactperson connections and select Labels. This will group your contacts according to the labels you've assigned.

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Then click on Select this field.

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Choose your chart style by selecting either Tile, Pie chart, or Bar chart to display your segmented data.

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To include only contacts with defined labels, click on the Add Filter button.

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Click on the Contactperson: choose field section, and select Labels, then on Select this field to save.

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Now add a filter on Labels with is defined. This will exclude all contact people who do not have a label tag.

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To exclude inactive contacts, add a filter: Contact Person > Former > is equal to inactive.

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Click on Save.

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Your widget will appear in your widgets configuration list. To add the widget to your workspace, go to My Workspace, select + Add Widget.

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Find your widget (usually under Persons > Contacts > Contacts Persons), and add it to your dashboard.

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Key Recommendations

  • Give each widget a clear, descriptive name so its purpose is always obvious.

  • Use filters to focus on the most relevant or high-priority groups for your campaigns.

  • Limit your dashboard to key widgets only to keep your workspace tidy and efficient.

Quick Summary

With the Contacts Per Label widget, segmenting and visualising your contacts becomes straightforward. Follow the steps above to set up, configure, and interpret your data for improved campaign management. This workflow supports clearer insights and more precise, organised outreach.

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