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      Applying association labels automatically based on previous labels used

      Setting up a Workflow that will automatically apply association labels based on previous labels used

      Save time by automatically applying existing labels from previous associations to new ones. Set up a workflow like the one below.

      Determine the Workflow type

      Before setting up the Workflow, determine what type of object you will use for the Workflow (e.g. contact-based, deal-based, etc.)

      For instance, if you are applying a contact to deal association label, then you will use a contact-based Workflow (as opposed to a deal-based Workflow)
        • This is important for re-enrolment purposes. If you use a deal-based Workflow for a contact-deal association, then you won't be able to re-enrol contacts to it automatically. Learn more about the intricacies of re-enrollments here.

      Applying multiple labels

       

      Walkthrough video (no audio):

      If you want to apply multiple labels, follow the steps below:

      1. Here's an example enrolment and re-enrolment criteria for a contact-based Workflow:
        Apply labels - example enrolment and re-enrolment criteria for a contact-based Workflow
        Apply labels - example enrolment and re-enrolment criteria for a contact-based Workflow

      2. Add an if/then branch to ensure you apply the right label. For example, if the associated deal to a contact is labeled 'Decision Maker':
        Applying labels to a Workflow - Add an if/then branch to ensure you apply the right label. For example, if the associated deal to a contact is labeled 'Decision Maker':
        We're using Create date here because that's obviously present on all records but you can actually use any other properties as long as the contact will meet that criteria - what's important is that you can specify the association label. 
      3. Next, add an action that will apply the right label. For example, apply the 'Decision Maker' label to the contact-deal association:
        Apply labels - add an action that will apply the right label

      4. You can add more branches for other labels. For example:
        Applying labels to a Workflow - multiple branches for multiple labels

      Applying one label only

       

      Walkthrough video (no audio):


      1. If you want to enrol one specific label only, you can add a deal property as a criteria in the enrolment trigger and filter it to a specific label. eg:

        1. Note: we'll contact the contact property criteria: 'Number of Associated Deals' because we'll use that for re-enrolment purposes.
        2. You can replace this with any other type of contact property, the above is just an example.
      2. Next, add an action that will apply the right label. For example, apply the 'Decision Maker' label to the contact-deal association:
        Apply labels - add an action that will apply the right label
      3. The Workflow will look as simple as this: