Managing Labels

What is Manage Campaign Labels?

• Label creation - Create custom labels for campaigns
• Label management - Edit, rename, and delete labels
• Campaign assignment - Assign labels to campaigns individually or in bulk
• Label organization - View which campaigns use each label
• Campaign tracking - See label usage statistics

Getting Started

Accessing Manage Labels

1. Navigate to Campaigns section
2. Go to Manage Labels or visit /campaigns/labels
3. Main interface shows all existing labels
4. Empty state appears if no labels exist

Understanding the Interface

• Title: "Manage Campaign Labels"
• Create New Label Button: Add a new label

• Label Name Column: Name of the label
• # Campaigns Column: Number of campaigns using the label
• Actions Column: Edit and delete buttons
• Expandable Rows: Click to see campaigns with each label

Creating a New Label

Step 1: Open Create Dialog

1. Click "Create New Label" button (top-right)
2. Create dialog opens
3. Enter label name

Step 2: Enter Label Name

• Required: Cannot be empty
• Length: Maximum 50 characters
• Format: Any text (letters, numbers, spaces, special characters)
• Uniqueness: Can have same name as existing labels (labels are case-sensitive)

• "Q4 2024"
• "Customer Satisfaction"
• "Employee Engagement"
• "Sales Team"
• "High Priority"

• Use descriptive names
• Keep names concise
• Use consistent naming conventions
• Consider using prefixes (e.g., "Region: North", "Type: Survey")

Step 3: Save Label

1. Enter label name
2. Click "Create" button
3. Label is created immediately
4. Dialog closes
5. Label appears in table (may show 0 campaigns)

• Label appears in the table
• Campaign count shows 0 (unassigned)
• Can be assigned to campaigns immediately
• Can be edited or deleted

Viewing Label Details

Expanding Label Rows

1. Find the label in the table
2. Click anywhere on the row (or expand icon if available)
3. Row expands to show details
4. Shows all campaigns with that label

• Campaigns Table: List of all campaigns using the label
• Campaign Name: Clickable link to edit campaign
• Created Date: When campaign was created
• Responses: Number of responses received
• Remove Button: Remove label from individual campaigns
• Add Campaigns Button: Bulk assign label to multiple campaigns

Campaigns Table Columns

• Clickable link
• Opens campaign editor
• Shows full campaign name

• Date campaign was created
• Formatted as locale date
• Helps identify campaign age

• Number of responses received
• Shows 0 if no responses
• Helps identify active campaigns

• Remove Icon: Remove label from this campaign
• Red X icon for removal

Assigning Labels to Campaigns

Method 1: Bulk Assignment (Recommended)

1. Expand the label row
2. Click "Add Campaigns" button
3. Bulk assignment dialog opens
4. Select campaigns from dropdown
5. Label is pre-selected
6. Click "Apply Labels" to save

• Select Campaigns: Multi-select dropdown
• Select Labels: Combobox (label pre-filled)
• Preview: Shows how many labels will be applied
• Apply Labels: Save changes

1. Select Campaigns:

• Type to search campaigns
• Select multiple campaigns
• Shows selected count

2. Select Labels:

• Label is pre-filled if opened from label detail
• Can add multiple labels
• Can create new labels by typing

3. Review Preview:

• Shows number of campaigns
• Shows number of labels
• Confirms action

4. Apply Labels:

• Click "Apply Labels" button
• Labels assigned to all selected campaigns
• Success notification appears

• Assign to multiple campaigns at once
• Efficient for large batches
• Can assign multiple labels simultaneously

Method 2: Individual Assignment

1. Open bulk assignment dialog
2. Select single campaign
3. Select label(s)
4. Apply labels

Removing Labels from Campaigns

Remove from Single Campaign

1. Expand the label row
2. Find the campaign in the table
3. Click the Remove Icon (red X)
4. Label is removed immediately
5. Campaign disappears from list if it was the only label

• Label removed from campaign
• Campaign removed from label's list
• Campaign count decreases
• Success notification appears

• Label shows 0 campaigns
• Label remains in list (unassigned)
• Can be assigned to new campaigns later

Editing Labels

Rename a Label

1. Find the label in the table
2. Click the Edit Icon (pencil)
3. Edit dialog opens with current name
4. Modify the label name
5. Click "Save" to update

• Label name updated across all campaigns
• All campaigns using the label get the new name
• Label count remains the same
• Success notification appears

• Same validation as creating (required, max 50 characters)
• Updates all campaigns simultaneously
• Cannot be undone easily

• Fix typos in label names
• Standardize naming conventions
• Update label names for clarity

Deleting Labels

Step 1: Confirm Deletion

1. Find the label in the table
2. Click the Delete Icon (trash)
3. Confirmation dialog appears
4. Shows label name and campaign count

Step 2: Review Impact

• Label name being deleted
• Number of campaigns using the label
• Warning about removal from all campaigns

• "Are you sure you want to delete the label 'Q4 2024'?"
• "This will remove the label from all 15 campaign(s) that use it."

Step 3: Confirm or Cancel

1. Review the impact
2. Click "Delete" button
3. Label removed from all campaigns
4. Label removed from list
5. Success notification appears

1. Click "Cancel" button
2. Dialog closes
3. No changes made

• Label removed from all campaigns using it
• Label removed from label list
• Campaigns remain (only label is removed)
• Cannot be undone

• ⚠️ Permanent action - cannot be undone
• Removes label from all campaigns
• Campaigns are not deleted, only the label is removed

Understanding Label Statistics

Campaign Count

• Number of campaigns using the label
• Updates automatically
• Shows 0 for unassigned labels

• Increases when label assigned to campaigns
• Decreases when label removed from campaigns
• Resets to 0 when all campaigns removed

Unassigned Labels

• Labels with 0 campaigns
• Created but not yet assigned
• Still visible in the list

• Created for future use
• All campaigns removed from label
• Prepared in advance

• Can be assigned to campaigns anytime
• Can be edited or deleted
• Useful for planning organization

Best Practices

Label Naming Conventions

• By Time: "Q1 2024", "Q2 2024", "2024 Annual"
• By Department: "Sales", "Marketing", "HR"
• By Type: "Survey", "Feedback", "Assessment"
• By Priority: "High Priority", "Standard", "Low Priority"
• By Status: "Active", "Archived", "Draft"

• Keep names short but descriptive
• Use consistent format across similar labels
• Avoid special characters that might cause issues
• Consider using prefixes for grouping

Organizing Campaigns

• Time-based: Quarterly, annual labels
• Department-based: Team or department labels
• Project-based: Specific project labels
• Status-based: Active, completed, archived

• Don't over-label (2-3 labels per campaign is usually enough)
• Use labels for filtering and organization
• Create labels before campaigns if planning ahead
• Review and clean up unused labels periodically

Bulk Operations

• Assigning same label to multiple campaigns
• Organizing campaigns by category
• Setting up new label across many campaigns
• Updating campaign organization

• Select campaigns carefully
• Review preview before applying
• Can assign multiple labels at once
• More efficient than individual assignment

Troubleshooting

• Refresh the page
• Check label was saved successfully
• Verify you're viewing correct account
• Check for error messages

• Check label name is valid (required, max 50 chars)
• Verify no special characters causing issues
• Try a different name
• Check for error messages

• Verify campaigns are selected
• Check label is selected in dialog
• Ensure "Apply Labels" button is enabled
• Review error messages
• Try assigning to one campaign first

• Refresh the page
• Check campaigns weren't deleted
• Verify labels weren't removed
• Count updates automatically

• Verify you have permissions
• Check label exists
• Try refreshing page
• Contact administrator if persistent

• Verify campaigns are selected
• Check labels are selected
• Ensure "Apply Labels" is enabled
• Review error messages
• Try with fewer campaigns first

Quick Reference

Common Actions

• Create Label: "Create New Label" button
• Edit Label: Pencil icon on label row
• Delete Label: Trash icon on label row
• View Details: Click to expand row
• Add Campaigns: "Add Campaigns" in expanded view
• Remove Campaign: X icon in campaigns table

Label Rules

• Name Length: Maximum 50 characters
• Required: Label name cannot be empty
• Case Sensitive: "Q4" and "q4" are different labels
• Unassigned: Labels can exist with 0 campaigns

Workflow

1. Create Label: Create new label
2. Assign to Campaigns: Use bulk assignment
3. Manage: Edit or remove as needed
4. Organize: Use labels to categorize campaigns

Need More Help?

• Label name you're trying to create
• Number of campaigns affected
• What action you were performing
• Any error messages
• Screenshot of the issue