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Custom Field Smart Labels
Custom Field Smart Labels

Using Smart Labels in Onboarding Journeys

Yolanda He avatar
Written by Yolanda He
Updated over 3 months ago

How it works

Smart labels automatically pull data from custom fields into new hire onboarding journeys. When you create a new custom field, a smart label is generated to use in your onboarding programs.

Setup

  1. Create a Custom Field

When creating a custom field, such as Learning ID, a smart label is automatically generated for it.

Custom Field


2. Use the Smart Label in a Journey
In your onboarding program, insert the smart label by typing curly braces {{ and selecting the appropriate label, such as Learning ID. For example, you can add text like: Your eLearning ID is {{ Learning ID }}

Using the Smart Label


3. Verify
Be sure to check the user's onboarding journey to ensure the smart label pulls the correct data.

Smart Labels for Surveys filled out by the Manager or Buddy

How it works

Smart labels that are pulling information from a survey that's completed by the Manager or Buddy need to be formatted as {{role_REST_OF_LABEL}}.

For Manager Completed Surveys

The format should be {{manager_REST_OF_LABEL}}

For Buddy Completed Surveys

The format should be {{buddy_REST_OF_LABEL}}

Frequently Asked Questions

Q: How do I know which smart labels are available?
You can view available smart labels by typing curly braces {{ when editing a journey. This will display a list of all the smart labels you can use.

Q: Can I customize the data that smart labels pull?
Smart labels pull data directly from the custom fields in your system, so any customization would need to be done in the custom fields setup.

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