1. Where to Find It
You’ll find the Labels tab right next to Segments in your Customers section.
2. Creating a New Label
Click “Create New”
A popup will appear (just like in Segments).
Name Your Label
Enter a unique name.
Add Customers to the Label
After naming the label, you’ll see a drag-and-drop upload box where you can upload your customer list.You can add customers in three ways:
Upload a CSV file that includes a column named Email with all the email addresses you’d like to label.
Alternatively, upload a CSV with a column named Customer No. containing all the customer numbers you want to label.
Or, simply paste or manually enter email addresses directly into the input bar below the drag-and-drop box.
💡 Tip: You only need one of the two identifiers — Email or Customer No. — for the system to assign the label.
3. Bulk Labeling
The Bulk Label button lets you quickly add or remove labels for multiple existing customers at once.
Select labels from the table using checkboxes.
Click Bulk Label.
Choose whether to:
Add a label: Upload a CSV or paste emails directly.
Remove a label: Upload a CSV paste emails to remove it from.
Once processed, you’ll get a success notification with the number of customers updated.
4. Available Actions per Label
Each label row in the table supports the following actions:
Action | Description |
Create New Label | Add a new label and upload customers to it |
Bulk Label | Apply or remove labels from multiple customers at once |
Send Email | Launch a campaign directly for a label |
Export Customers | Export all customers under a certain label |
Delete Label | Remove a label completely (from all customers) |
View Labeled customers | Open a popup showing all customers assigned to that label |
Click the “View” button to open a popup showing all customers assigned to that label.
That’s it — you’re all set to organize your audience smarter and faster with Labels! 🏷️✨