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Label assignment workflow canvas

Overview

The label assignment workflow canvas is where you create an automated program to assign labels to contacts. Once configured, the program reads your database for contacts, filters those contacts for various criteria, and organizes them by applying labels.

Note: This program canvas is similar to, but separate from, the standard contact program canvas.

The label assignment workflow canvas supports the following features:

Program steps: the building blocks of programs

All programs are composed of three types of program steps:

Each step has its own configuration needs: some steps, like Clear all Labels, are very straightforward, while others require some configuration. Consult program steps for the label assignment workflow canvas for more information on each step.

Example of program structure

At its most basic level, a program requires a data source and an action connected by a path. For instance, a very simple program could involve a segment of contacts as the data source, and the action could be assigning a specified label. In this case, all contacts in the Segment Members step are sent along a program path, and assigned a label once they reach the Assign Labels action step.

An image of the Sement Members element connected to the Assign Labels action.

However, you can build up a program with varying degrees of complexity using multiple data sources and decision steps. You can also send your contacts to other programs and campaigns, but it is generally a best practice to design your program primarily for label assignment at first.

An image of a more complex program with label assignment as the first action step.

A program can have multiple data source steps and multiple action steps in the same program path. A program can also have separate program paths with their own starting points and endpoints.

An image of a program with separate program paths, multiple data source steps, and multiple action steps.

Label-based programs are useful for a number of scenarios, including a division of product interests, geographical locations, or contact confidentiality. As always, we recommend that you plan your label structure to run very simple at first, and then edit your program as needed.

Note: Alternatively, you can also assign labels to contacts using program builder. However, we recommend the label assignment workflow canvas, as it offers a faster program setup, and more versatile data management options.

Tasks

Assigning security labels to contacts using the workflow canvas

Related

Program steps for the label assignment workflow canvas

Contact security