Inbox Labels in 2.0

Inbox Labels are a versatile feature in 2.0, designed to help you efficiently filter the inbox, group specific users, troubleshoot cases, and exclude certain users from future broadcasts. 

Label Overview

1. Where to Find Labels?

Labels are located in the Settings section under "Manage Labels" of the dashboard. You can find them in the sidebar on the left side on the dashboard. 

             

2. How to Create Labels?

Creating a label is a straightforward process:

1. Navigate to the Labels section in the dashboard.

2. Click on Create New Label.

3. Enter a name for the label.

4. Choose a color to visually distinguish the label.

5. Save the label.
   
      

3. Assigning a Label to a User:

To assign a label:

1. Open a user’s conversation in the inbox.

2. Click on the Label Icon or the Assign Label option.

3. Select the desired label from the list.

4. Confirm the assignment.
   
   

4. Sorting by Labels:

You can filter the inbox by specific labels to quickly view conversations associated with them:

1. Go to the inbox.

2. Use the Filter by Label dropdown menu.

3. Select the desired label to view all associated conversations.
   
   

Applications of Labels:

Labels are highly flexible and can be used in various scenarios to improve efficiency and targeting. Here are some examples:

1. Troubleshooting Conversations

Assign a label (e.g., "Troubleshooting Required") to conversations needing further review. Team members can filter by this label to focus on high-priority cases.

2. Grouping Users for Messaging

Labels can group users for mass messaging, especially useful for SMS accounts:

• Assign a label to relevant users (e.g., "Winner Selection").

• Sort the inbox by this label.

• Select all conversations with the label.

• Send a message or template to the group.

3. Excluding Users from Broadcasts

Labels can also help anti-target users for future broadcasts. For example:

• Assign a label (e.g., "Exclude from Broadcast") to specific users.

• Communicate this label to the broadcast team to exclude these users from future campaigns.