Contact Labels help you classify contacts by type, segment, role, or business meaning. Labels are used inside contact profiles and can help your team organize contacts for filtering, segmentation, broadcasts, automation, and reporting.

Examples of contact labels:

• Lead
• Customer
• VIP
• Supplier
• Partner
• Support Case
• Event Attendee

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✅ Before You Begin #

Make sure your user has the correct permissions:

• Contact Types → View: Open the Contact Labels page.
• Contact Types → Add: Create new labels.
• Contact Types → Edit: Update existing labels.
• Contact Types → Delete: Delete labels.

The page uses the internal name Contact Types, but the user-facing label is Contact Label.

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📍 Where to Find It #

Go to:

Contacts → Contact Labels

The page title appears as Contact Label and shows the total number of labels.

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📋 Contact Labels List Overview #

The table displays all saved contact labels.

Columns include:

• ID: Internal label ID.
• Contact Label: Label name.
• Options: Edit and delete actions.

The total count appears in the page header.

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🔎 Searching Labels #

Use the Search Type Name field in the page header.

Steps:

1. Enter the label name.
2. Click the search icon.
3. The table reloads with matching labels.

If you clear the search field, the full label list reloads automatically.

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📄 Pagination #

If there are many labels, use the pagination controls at the bottom of the page.

Your current search value is preserved when moving between pages.

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➕ Creating a New Contact Label #

Click Create Label to open the label modal.

Steps:

1. Click Create Label.
2. Enter the Contact Label name.
3. Click Create Contact Label.

Field rules:

• Contact Label is required.
• Maximum length is 50 characters.

After the label is created, the page reloads and shows a success message.

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✏️ Editing a Contact Label #

To update a label:

1. Click the edit icon beside the label.
2. The modal opens in Edit Contact Label mode.
3. Update the label name.
4. Click Edit.

If successful, the table reloads and shows:

Update Successfully

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🗑 Deleting a Contact Label #

To delete a label:

1. Click the delete icon beside the label.
2. A confirmation modal appears.
3. Click Delete.

The confirmation message explains that deleting a label will unassign all customers from this type.

Important:

• Deleting a label does not delete contacts.
• Contacts using that label become unassigned from the deleted label.
• Existing contacts remain in the Contact List.

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🔗 Where Labels Are Used #

Contact Labels appear in several areas of the platform:

• Contact List: Display and filter contacts by label.
• Create/Edit Contact: Assign a label to a contact.
• Import Contacts: Optionally apply a label during import.
• Broadcast Audience: Segment customers by contact label.
• Live Chat: View the customer label in the conversation list and customer details.
• Analytics: Analyze customers by saved profile information.

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⚠️ Common Issues #

The label does not appear after creating it #

Refresh the page or confirm the label was saved successfully.

Cannot create a label #

Possible reasons:

• The label field is empty.
• The label exceeds 50 characters.
• A duplicate or database validation rule rejected it.
• Your user does not have the add permission.

Cannot edit a label #

Possible reasons:

• Your user does not have edit permission.
• The label no longer exists.
• The new value failed validation.

The deleted label disappeared from contacts #

This is expected. Deleting a label unassigns contacts from that label, but does not delete the contacts.

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✅ Best Practices #

• Keep labels short and easy to understand.
• Use labels for contact type, not temporary campaign names.
• Avoid creating duplicate labels with similar meanings.
• Review labels before deleting them.
• Use groups for audience membership and labels for contact classification.