Survey labels

Organize surveys and submissions with custom labels for better categorization and filtering

What are labels?

Labels are customizable tags that you can create and apply to both surveys and individual submissions. They help you organize, categorize, and filter your data for better management and analysis.

Each label has a name and color, making it easy to visually identify and group related items at a glance.

Creating labels

You can create labels from multiple locations in the dashboard:

From the label picker

1. Open a survey or submission where labels can be applied
2. Click the "Add label" or label picker button
3. Click "Create new label" at the bottom of the dropdown
4. Enter a label name
5. Choose a color from the color picker
6. Click "Create" to save the label

Tip: Choose descriptive names and distinct colors to make labels easy to identify at a glance. Once created, labels are available across all your surveys.

Applying labels

Labels can be applied to both surveys and individual submissions:

Applying to surveys

1. Navigate to Dashboard → Surveys
2. Click on a survey to view its details
3. Click the "Add label" button in the survey header
4. Select one or more labels from the list
5. Labels are applied immediately

Survey labels help categorize your surveys by purpose, department, or status.

Applying to submissions

1. Open a survey's analytics page
2. Click on an individual submission
3. In the submission detail view, click "Add label"
4. Select labels to categorize the submission
5. Labels are saved automatically

Submission labels help track status, priority, or categorize responses.

Removing labels

To remove a label from a survey or submission:

•Click the "x" icon on the label chip, or
•Open the label picker and deselect the label

Filtering by labels

Use labels to filter and find specific surveys or submissions quickly:

Filtering surveys

On the surveys list page:

1. Look for the label filter dropdown
2. Select one or more labels to filter by
3. Only surveys with those labels will be displayed
4. Clear filters to see all surveys again

Filtering submissions

In a survey's analytics page:

1. Use the filter bar at the top of the submissions list
2. Select labels from the label filter
3. View only submissions with those labels
4. Combine with date range and other filters for precise results

Use cases

Status tracking

Track the processing status of submissions:

• "New" - Unreviewed submissions
• "In Progress" - Being processed
• "Completed" - Fully processed
• "Follow-up needed" - Requires action

Priority levels

Mark submissions by priority:

• "Urgent" - Immediate attention required
• "High priority" - Important
• "Normal" - Standard priority
• "Low priority" - Can wait

Department organization

Categorize surveys by department:

• "Sales" - Sales team surveys
• "Support" - Customer support
• "Marketing" - Marketing campaigns
• "HR" - Human resources

Source tracking

Track where submissions came from:

• "Website" - Main website
• "Social Media" - Social campaigns
• "Email Campaign" - Email links
• "Event" - In-person events

Best practices

✓Use consistent naming: Establish a naming convention for labels across your organization.
✓Choose distinct colors: Use different colors for different categories to make them easily distinguishable.
✓Keep it simple: Don't create too many labels - focus on the most important categories.
✓Document label meanings: If sharing surveys with a team, document what each label means.
✓Review and clean up: Periodically review labels and remove unused ones.
✓Use hierarchical naming: Consider using prefixes like "Status:", "Priority:", or "Dept:" for clarity.