Label/Unlabel

Label/Unlabel card utility card allows you to label or unlabel a customer with a predefined category. Labels are system-defined categories that you can use to identify the type or stage of your customers, such as new, active, inactive, or churned. You can use labels to monitor, analyze, or optimize journeys.

Using Label/Unlabel

Select label

• You need to select the label(s) that you want to assign or remove to or from your customer from the drop-down menu.

• You can select one or more labels from the list of existing labels. A label is a word or phrase that describes the customer’s characteristics, behavior, or status.

For example, you can select or create a label like “New Customer”, “VIP Customer”, “Interested in Shoes”, etc.

insert

Create new label

• To create a new label, you need to click on the button that says ‘create new label here’ and enter the name and color of the label in the pop-up window. The name of the label can be up to 25 characters long and can include emojis. The color of the label can be chosen from a palette of 15 colors or by entering any color code.

For example, you can create a new label like “Birthday Month” with the color blue or edit an existing label like “Interested in Shoes” to “Interested in Sneakers”.

Action

• You can choose to add or remove the label(s) to or from your customer.

• Adding a label means that you will assign the label to the customer and store it in their profile.

• Removing a label means that you will delete the label from the customer and remove it from their profile.

For example, you can choose to add the label “Birthday Month” to the customer if they have told you their birth month or remove the label “Interested in Shoes” from the customer if they have changed their preference.