Labels help you organise and segment your relations in a flexible way that goes beyond standard fields. They are useful when you want to group relations based on your own criteria, such as campaigns, interests, or internal classifications. You might use labels when preparing selections for campaigns, views, or widgets. By following this guide, you will understand what labels are, how they differ from fields, and how to create, apply, and manage them in Tribe.
Table of Contents
What Is The Difference Between A Label And A Field?
Where Do You Create And Add Labels?
How Do You Make A Selection Based On A Label?
How Do You Deactivate A Label?
What Is The Difference Between A Label And A Field?
Fields are used to store fixed attributes of a relation, such as an email address, job title, role, or date of birth. This information belongs to the relation itself and usually has one specific value.
Labels are used to group relations based on criteria you define. For example, you might create labels for groups like Newsletter, Christmas Card, or Offer. These values are not fixed attributes of the relation, but they are important for how you want to select and organise your data.
Labels can be applied across different relation types, meaning the same label can be assigned to both organisations and persons. You can also assign multiple labels to a single relation, whereas a field usually contains only one value.
When selecting based on a label, you select the entire group first and can then refine the selection further using fields, such as filtering by job function or email availability.
Where Do You Create And Add Labels?
You can create and assign labels in two ways, depending on your workflow and permissions.
Creating A Label In The Configuration
Click Configuration.
Navigate to Labels.
Select + Label.
Choose an existing Category or create a new one.
Enter the label name and save your changes.
A label always belongs to a category, for example category Newsletter with label Monthly.
Creating And Adding A Label On A Relation Card
Open the relevant Customer Card.
Locate the Labels section.
Select one or more existing labels to assign them to the relation.
If you are an administrator and a label is missing, click + Label to create it directly.
How Do You Make A Selection Based On A Label?
Labels are often used when creating selections for campaigns, views, or widgets.
Open the relevant tool, such as a Campaign from the Marketing Dashboard.
In the Selection step, start by selecting the relation type, for example Persons.
Click + Add Filter.
Choose Comparison and select Choose Field.
Open the Contact Person Links tab.
Under Plural Connections, select Labels.
From the label fields, select Name.
Choose the criterion Contains and enter the label value, for example Monthly.
The selection updates automatically based on the label.
You can refine the selection further by adding additional filters, such as Email Address is defined, to exclude relations without an email address.
How Do You Deactivate A Label?
Go to Configuration.
Navigate to Labels.
Locate the label or label category you want to deactivate.
Enable the Inactive slider.
An inactive label is shown with an eye icon in the configuration.
Note: Inactive labels can no longer be added to relations, but they remain available for use in existing views, widgets, and campaigns.
Quick Summary
Labels allow you to group and segment relations in a flexible way that fields cannot. You can create labels in the configuration or directly from a relation card and use them in selections for campaigns and views. Deactivating labels prevents future use while keeping existing data and selections intact.