What are Contact Labels?
Contact Labels can be customized by Administrator users to both segment contacts for functions across the app and to provide context about contacts to users messaging them. Labels can be used to populate Broadcast Text Messaging Lists, define Automation Rule conditions, and filter contact lists.
Creating Labels
Administrators can create up to 20 labels for an account, defining the label’s text, description, and color. Labels default to low-priority gray, but can be set to red, orange, green, blue, or purple which always display before any gray ones.
Assigning Labels: Labels can be assigned one-by-one by any user or in bulk by Managers and Administrators.
-- Individually
Once a label is created, any user can assign it to contacts individually when creating or editing a contact. Users will be able to see all existing labels and select as many as they like.
-- In Bulk
Admins and Managers can apply Contact Labels in bulk via the Manage Contacts page in Settings. All contacts or a filtered subset can be viewed and selected individually, per page, or in their entirety.
Clicking ‘Add Label’ opens a flyout where one or more labels can be applied to the selected contacts.
Using Labels
-- Contact Details
Once label(s) are assigned to a contact, they will now display when viewing contact details in the contact card, on the contact page, and in various tables throughout Prokeep.
-- Broadcast Lists
When creating an audience for a Broadcast List, users can filter contacts by specific label(s) to find and add a specific segment to the List.
-- Automated Rules
When configuring an Automated Rule, a Contact Label condition can be added. This directs the system to only apply the rule to contacts who have the selected label, allowing for customized experiences for different segments of contacts.
