Creating Labels

Creating Labels


Labels are user defined fields that you create and can use to fill out respondent database. Labels allow you to filter your data.

Automatic Labels

ORPHAN LABEL

ORPHAN label is automatically assigned to contacts who send an incorrect keyword to a private shortcode. Organizations that use the shared short code and also have a private IVR number can also have contacts with the ORPHAN label. The contacts are registered to the platform when they call the IVR number.

Manual Creation

  1. In the desired Group
  2. Click on the check box to select the desired contacts or you can click to select all contacts
  3. In the additional menu, select the 'Edit label' icon
  4. In the pop-up window, enter the name of the label that you wish to create then click on the ADD button

Adding a Label to One Contact

  1. In the desired Group
  2. Click to open the desired contact information
  3. Click on 'Add labels...', a pop-up window will appear
  4. In the pop-up window, enter the name of the new label that you want to create or choose an existing label
  5. Click on Save Contact

Batch Uploads

  1. From the Left hand menu, navigate to Groups
  2. Select the group you wish to upload the contacts labels to
  3. Select the 'Add contacts option' and select 'Upload Contacts'
  4. Click on Download sample template to download the Sample excel doc, copy all your information into the relevant fields, you can delete the fields that you do not require
  5. Under the column header 'labels', enter the name of the labels that you wish to add to the specific contacts
  6. Once done, save your document
  7. Go back to the 'Add contacts' page in your group, click on 'choose file', to upload your excel (.xlsx) document
  8. Click on 'Upload' and the uploading background task will start
  9. Once uploaded, the list of respondents will appear in the group under the Contact List and the corresponding labels

Related Topics.
  1. Label Management
  2. Remove Labels


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