By using Replypad, you agree to our Cookie Policy.

Managing labels

What are labels?

Labels in Replypad let you add context and organize conversations better. Multiple labels can be applied to each conversation. Each label has a name and a color and are displayed with the conversation.

For example, you may want to label all conversations with certain customers under the VIP label.
Labels can be applied to conversations manually by the user or automatically, based on your settings. You can easily find conversations by labels.
Users with admin privileges can add and remove labels in the workspace.
This article talks about labels administration. Users that want to use labels in conversations, should refer to Conversation labels.

Create a Label

  1. To create new labels, you need to be a workspace administrator.
  2. Click the Gear icon on the top-right corner and Choose Labels from the popup menu.
  3. Click the New Label button
  4. Type the label name and select the color.
  5. Click Save.
  6. The new label should now appear in the list.

Delete Label

  1. To delete a label you should be a workspace administrator.
  2. Click the Gear icon on the top-right corner and choose Labels.
  3. Select the label you want to delete and from the More menu choose Delete (or hit # in the keyboard for a shortcut).
  4. In the window that appears, click OK to delete.
  5. The Label should no longer appear in the list.

Set default labels

Default label means that when the contact, account or user is selected as the To-contact of this conversation, the label will be applied to the conversation automatically.

See below how to set the default labels according to the role this person has.

Default Labels By Users

  1. Click the Gear icon on the top-right corner and choose Users.
  2. Click the user you want to assign the label to.
  3. Scroll down to the Default Labels area.
  4. Click Select to choose a label.
  5. You should now see the labels listed under the default labels.
  6. The Labels selected will be automatically applied to conversations, when this user is selected as the To recipient of the conversation.

Default Labels By Contacts

  1. Click the Gear icon on the top-right corner and choose Contacts.
  2. Click the contact you want to assign the label to.
  3. In the Contact’s details, scroll down to the Default Labels area.
  4. Click Select to choose a label. Select the label you want to use and click Save.
  5. You should now see the labels listed under the default labels.
  6. The Labels selected will be automatically applied to conversations, when this Contact is selected as the To recipient of the conversation.

Default Labels By Accounts

  1. Click the Gear icon on the top-right corner and choose Accounts.
  2. Click the account you want to assign the label to.
  3. In the Account’s details, scroll down to the Default Labels area.
  4. Click Select to choose a label. Select the label you want to use and click Save.
  5. You should now see the labels listed under the default labels.
  6. The Labels selected will be automatically applied to conversations, when this account is selected as the when selected as an account of a conversation.
  7. .

Assign label using triggers

Triggers are a set of user defined rules that help you automate your work.

You can use triggers to automatically assign a label to a conversation when the condition you define is met. For example, if a conversation is created for a specific account, then assign a specific label to it.

See Assign label using triggers for a detailed usage example.
See Triggers for complete step-by-step explanation about creating triggers.
If you are new to triggers, we recommend on reading understanding triggers first.
Previous: Managing categories
Next: User preferences