Use Labels to Organize and Distribute Your Fields and Segments

Organize all of your fields and segments into manageable groups by using labels.

Start by creating a label, and then applying the label to the desired fields and/or segments. You can then use labels to more easily distribute fields and segments to a destination.

Organize all of your fields and segments into groups, and make it easier to distribute groups of fields and/or segments, by creating labels and applying them to the desired fields or segments.

To create a label:

  1. From the Connect navigation menu, hover over Audiences and then select the desired audience to navigate to the Audience Segments page for that audience.

    C-audience_menu_selection.jpg
  2. On the left side of the page, click + New and the Create New Label window opens.

    C-Create_a_Label-New_Label_button.jpg
  3. Enter the new label name, and then click Save.

    C-Create_a_Label-Save_button.jpg

A success banner appears.

The new label appears in the Labels section on the left side of the page and is ready to be applied to any desired fields and/or segments.

C-Create_a_Label-labels_list.jpg

Organize all of your fields and segments into manageable groups by using labels.

Once you've created a label, apply the label to the desired fields or segments:

  1. From the Connect navigation menu, hover over Audiences and then select the desired audience to navigate to the Audience Segments page for that audience.

    C-audience_menu_selection.jpg
  2. Check the check box for the field or segment you want to apply your label to.

    C-Apply_Labels-segment_checkboxes.jpg

    Tip

    You can check multiple check boxes if you wish to apply the same label(s) to multiple selections.

  3. Select the Update Labels drop-down menu.

    C-Apply_Labels-Update_Labels_dropdown.jpg
  4. Check the check box(es) for the label(s) you'd like to apply, and then click Apply.

    C-Apply_Labels-Update_Labels_popup.jpg

A success banner appears.

Once you've applied labels, you can use those labels to more easily distribute fields and segments to a destination.

Caution

Can't click Apply?

If the Apply button is grayed out, it probably means that your fields or segments have different sets of labels applied to them.

For instance, let's say you wanted to apply the Planes label to the SEAPLANE and AIRBUS segments, but SEAPLANE already has the Boats label attached.

If you select both SEAPLANE and AIRBUS and click Update Labels, the Boats check box will have a minus sign in it and Apply will be un-clickable. It will remain so until you either check or uncheck Boats completely.

Unfortunately, doing so will either (1) remove the Boats label from SEAPLANE, or (2) add it to AIRBUS. The way around this constraint is to apply the Planes label in two stages, first updating SEAPLANE, and then AIRBUS.

Tip

Filter segments using labels: In the Labels panel, simply select whatever label(s) you want to filter on. Your segment list in the main panel updates accordingly.

Once you've created a label, and applied the label to the desired fields or segments, you can use the label to easily distribute multiple fields and segments.

  1. From the Connect navigation menu, click All Destinations to navigate to the Your Destination Accounts page and then click MANAGE on the desired destination account tile to navigate to the Segment Distribution page for that destination account.

    C-Global_Nav_Announcement-All_Destinations_menu_selection.png
    DA tile manage button.jpg

    Note

    To navigate to the Segment Distribution page for an active destination account, hover over Active Destinations and then select a destination account from the drop-down list that appears (or use the search bar).

    C-Global_Nav_Announcement-Active_Destinations_dropdown.png
  2. From the Label filter drop-down list, select the desired label. The display adjusts to show only those fields and segments that that label has been applied to.

    C-Distribute_Fields_and_Segments_with_Labels-Labels_dropdown.jpg
  3. Check the individual check boxes for the fields and segments you want to distribute, or select the check box in the check box column heading to select all visible segments.

    C-Distribute_Fields_and_Segments_with_Labels-segments_checkboxes.jpg
  4. Click Add to Distribution.

    C-Distribute_Fields_and_Segments_with_Labels-Add_to_Distribution_button.jpg

Caution

Each page is distributed separately If you would like to distribute multiple pages of segments, you will need to add each page of segments separately.

To rename or delete a label that you previously created:

  1. From the Connect navigation menu, hover over Audiences and then select the desired audience to navigate to the Audience Segments page for that audience.

    C-audience_menu_selection.jpg
  2. Hover over the row for the label you want to rename or delete and click Edit (the button appears once you hover over the label row).

    C-Rename_or_Delete_Labels-Edit_button.jpg
  3. From the popup that appears, perform the appropriate action:

    • To rename the label: Enter the new label name in the Label Name field, and then click Save.

      C-Rename_or_Delete_Labels-Edit_label_popup.jpg
    • To delete the label: Click Delete, and then click Yes in the pop-up confirmation window that appears.

      C-Rename_or_Delete_Labels-Delete_label_popup.jpg
      C-Rename_or_Delete_Labels-Delete_label_confirmation_popup.jpg

To remove a label that you've applied to a particular field or segments:

  1. From the Connect navigation menu, hover over Audiences and then select the desired audience to navigate to the Audience Segments page for that audience.

    C-audience_menu_selection.jpg
  2. Check the check box for the field or segment you want to remove your label from.

    C-Apply_Labels-segment_checkboxes.jpg
  3. Select the Update Labels drop-down menu.

    C-Apply_Labels-Update_Labels_dropdown.jpg
  4. Unselect the check box(es) for the label(s) you'd like to remove, and then click Apply.

    C-Remove_Labels-Update_Labels_popup.jpg