Label Element

Use the label element to select individuals based on their labeling history.

Example: an individual receives a campaign but has not opened any of the mailings sent. As a result, they may then be labeled as 'Inactive'.

You could use the label element to select all 'Inactive' customers for a follow-up campaign.

Adding a label element

On the designer tab:

  1. Drag the label icon onto your canvas to create an empty label node.

  2. Open the analysis menu using the chart icon in the main navigation menu.

    Note: this assumes you have saved your labels in the analysis folder. If you create folders or sub-folders for your labels, navigate to those folders.

  3. Search or browse the folder tree to locate the label you want to add to your node, e.g. contacts labeled as 'Gold_Loyalty'.

  4. Drag the label onto the label node. The properties pane will update to include the label.

    Note: if you drag a valid label onto an empty space on the canvas, it will default to a label node with that data set.

Tip: combine label elements with query and operation elements, such as an AND node, to combine data sets with other criteria, e.g. to select all 'Happy Customers' who live within 10 miles of a store.

Editing label node properties

The properties pane to the right of the canvas changes based on the selected element.

  1. Select the label node to view the label properties.

  2. Change the name of your element to make it easier to identify the data in the query.

  3. The table is automatically completed based on your selected data set. Confirm that the table displayed is the one you want.

    Note: calculating an audience at the wrong table level can result in errors.

  4. Confirm your label node has the expected associated label.

    If you have yet to add a label to your label node, the list of associated labels will be empty.

  5. Enter or update the associated labels by:

    • Typing into the labels search field to begin filtering your elements.

    • Dragging a label from your folder tree into the label search field.

    • Dragging from the main search bar into the label search field if you have already searched for a label.

  6. Confirm the 'take type'. By default, label nodes will include contacts 'in this set', i.e. with the associated label applied.

    If you select the 'not in this set' radio button, the node will include all contacts that do not have the associated label applied.

    Tip: 'not in this set' works like having an 'in this set' label node connected to a NOT element to allow you to exclude contacts with a given label using only one node.

Example: you want to exclude contacts with gold membership (identified by a 'Gold_Loyalty' label) from a campaign that encourages customers in the UK to upgrade to gold membership.

You would:

  • Drag your Gold_Loyalty label onto the canvas.

  • Set the take type to 'not in this set' in the properties pane.

  • Add a query node that filters by country for the UK.

  • Connect your input nodes to the results node via an AND node.