Labels are a super easy way to help your administrative flows. Created in seconds, they can be manually added to contact and response records, or automatically to forms/events/broadcasts/call scripts/call campaigns when certain workflow conditions are met.
Creating/editing/deleting labels
Labels can be managed by going to Settings > Labels.
New labels can be created by clicking + New Label. Give your label a name and appropriate hex color, and click Save.
Pre-existing labels can be edited on the labels table and removed by clicking Actions > Remove label.
Assigning labels
Gecko allows you to assign labels to the contact record and any form response records. It's handy to note that contact labels are far more helpful when querying and filtering! If in doubt, use contact labels instead!
Contact record (1 contact) - Go to Contacts, find the contact you want to add/remove contact labels and click their record. Then go to Actions > Manage Labels.
Contacts page (1 - 50 contacts) - Go to the Contacts page and use the checkboxes to select the contacts you want to add contact labels for. Click Actions on selected > Add label(s). This method only supports adding labels - not removing them.
Workflows (automated mass action) - Go to the workflow tab of your form/event/broadcast/call script/call campaign. Add a workflow action of Add label to contact.
Learn more about how labels can create bespoke queries/searches in Gecko.
Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.