Labels

Categorize and prioritize conversations with custom labels.

FeaturesLast updated: 2024-03-05

How to Add Labels

Labels in ManySends can help you easily categorize and prioritize conversations, making it easier to manage your workflow.

Benefits of Labels

By assigning a label to a conversation from the chat's side panel, you can quickly identify the topic or status of the conversation.

Labels are account-specific, which means you can use them to create custom workflows that are unique to your organization. You can also customize the colors of your labels to help differentiate them, and display them on the sidebar for easy filtering.

Adding Labels

1

Navigate to Label Settings

Click on Settings on ManySends home screen. Go to Labels → Add Label button.

Settings → Labels → Add Label

2

Design Your Label

Start designing your own label. As you add more labels, try to give them meaningful names as well as different colours to maintain distinction and clarity.

Tip: Use consistent naming conventions for better organization.

3

Configure Label Fields

The fields are described below:

1. Label Name

Assign a name for the label. For e.g.: Premium_Customer, deliver-issues, bugs are a few commonly used labels.

Note: Only alphabets, numbers, hyphens and underscores can be used to name your labels.

2. Description

Write a short description to convey what the label represents. This will help your team members to understand labels easily. For e.g., A possible description for label Premium_Customer is "This customer's issue is to be resolved on priority."

3. Color

Select a colour for the label for easy identification. After selection, click the small square again.

4. Checkbox to Show Label on Sidebar

Check this if you want the label to be displayed on the sidebar. This will help in easy identification of conversations.

4

Create Label

Click on Create. The Label added successfully message will be displayed. New Label has been created.

Continue to create as many labels as you need. Labels can be used across teams.

How to Modify or Delete a Label

1
Open the list of your labels from Settings → Labels
2
Locate the label you want to edit or delete
3
Click the Edit button (pencil icon) to edit or delete button (red cross icon) to remove
4
Edit label information in the modal with prefilled information
5
Click Edit to save changes or Cancel to discard

Best Practices

  • Use consistent naming conventions
  • Choose meaningful colors for visual identification
  • Limit the number of labels to avoid confusion
  • Train your team on label usage
  • Regular cleanup of unused labels

Common Label Examples

Priority_Urgent

For urgent customer issues

Billing_Inquiry

For payment and subscription questions

Technical_Support

For product issues

Feature_Request

For new feature suggestions

Feedback

For customer feedback

Spam

For unwanted messages

Still need help?

Can't find the answer you're looking for? Our support team is here to help.