Introduction
Do you often make selections for a grind? Then labels are a valuable addition to your selection criteria. By default, you can select your relations based on the fields on the relation card. However, labels offer you an extra dimension to your selection. In this article, you will read more about labels and how you can use them to segment your relations.
What is the difference between a label and a field?
Where do you create labels and how do you add them?
How do you make a selection based on a label?
How do you deactivate a label?
1 What is the difference between a label and a field?
When do you add a new registration field to an organisation or person and when do you choose to add a label?
Usually fields are added on the map because the value in the field contains an important property of the contact person, for example. Such as the mail address, function or role or a date of birth. These data belong to the contact and are a (fixed) attribute.
Labels are often used to divide relations into groups, e.g. the group Christmas card or the group newsletter. These groups are defined by you. This value does not have to be fixed data of your relation, but it is an important property for you to select on.
Furthermore, fields are often very specific to one relation type, whereas labels can be applied across relation types; a label can be assigned to both an organisation and a person. In addition, labels allow you to assign multiple values to the same relation, whereas a field often contains only one value.
When making your selection based on a label, you select the entire group, e.g. 'offer'. You can then refine this selection by adding an additional filter based on a field, such as function = purchasing manager.
2 Where do you create labels and how do you add them?
Are you the administrator of Tribe CRM? Then you can add new labels in your system settings. You can do this through the configuration or directly on the relation card.
Creating a label in the configuration
Click on the configuration.
Navigate to labels.
A label consists of the label itself and the parent category. For example, category 'newsletter' and label 'monthly'. Click the + label button to create a new label. Select an existing category or create a new category directly.
Create/add a label to a relation
The other option is directly on the customer card. This is also where you assign a label to the relation. Select one or more labels you want to assign to the relation. If you are missing a label and you are an administrator, create the label using the + label button.
3 How to make a selection based on a label?
It's time to send the newsletter. That's why we create a campaign through the marketing dashboard. Read more about creating a campaign in this article.
In the selection step in the campaign, create your filter. In this example, we will create a selection of contacts labelled offers.
First select by type = people: contacts.
Click on the + button by the filter.
Select the comparison option and click on the link pick field.
In the fields picker, the overview of all fields at the contact appears. The label is not a field, but a link at the contact. Therefore, click the contact person links tab.
In the multiple links column, select labels.
In the field picker, the overview of all fields at a label appears. Select the field name.
Complete your filter further by selecting the criterion contains and then typing in the value offer.
The selection is automatically refreshed.
Then add the additional filter. Contact person: e-mail address > is defined. This way you filter out all contacts without an e-mail address from your selection.
4 How do you deactivate a label?
You deactivate a label category or a label by activating the inactive slider. An inactive label is represented in the configuration by an eye in the list.
Inactive labels can no longer be added to relations, but can still be used in views, widgets or campaigns.