How to add Labels to Visitors

Labels are used to organize your visits. Is the visitor a supplier, co-worker, customer or perhaps a competitor? Use labels to remove certain visits from your Most Interesting segment, or tag them based on actions. Use our standard labels, or compose your own. 

Note: Labelling is only possible when the visitor has been identified with an organization or as a contact.

How to set a label

1

Navigate to Insights, and press the visit that you want to add a label to. 

2

Press "Person" if you want to add the label to the specific contact, or "Organization" if you want to label every visitor from this Organization.  

Note: For contacts, labelling can also be done through the People section.

3

In the Label field, choose a label from the preset options, or write your own. Press "Save labels"

4

The label will now appear on the visit in the Insights- and People view.
Our preset labels will show as icons, and custom labels will be written out in full.

Here's a register of the preset labels
Chat
Coworker
Customer
Partner
Prospect
Competitor
Supplier
Hot
Uninteresting
Internet Service Provider

Setting labels with Javascript

Labels can also be set through Javascript. You can read more about that here.

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