Add and Filter by Custom Labels on Plans and Journeys

Adding labels to plans and journeys

Just visit the editing forms to add labels to existing plans and journeys, or add labels on the go when you create new ones.

Add or update labels to existing journeys by opening the Edit Journey modal.

Add or update labels to existing journeys by opening the Edit Journey modal.

Add and update labels to both new and existing plans through the plan form.

Add and update labels to both new and existing plans through the plan form.

When creating a new journey, you can simply add journey labels below the journey description. If you're adding the journey to a new plan too, go ahead and add labels to that new plan in the same form!

When creating a new journey, you can simply add journey labels below the journey description. If you're adding the journey to a new plan too, go ahead and add labels to that new plan in the same form!

Once you've added some labels, those existing plan labels or journey labels will populate the respective dropdown menus. Select from the existing labels from the menu, or continue to create new ones!

Once you've added some labels, those existing plan labels or journey labels will populate the respective dropdown menus. Select from the existing labels from the menu, or continue to create new ones!

Filtering by labels

Once you've added your plan labels and journey labels, you can see them displayed under the plan or journey name. You can use them to categorize your plans/journeys and help you filter for what you're looking for. Using this filter will search within both the plan/journey name as well as the labels.

Using this filter will search within both the plan/journey name as well as the labels.

Using this filter will search within both the plan/journey name as well as the labels.