Labels
Labels can be used to tag contacts with information. For example, you may use Grassroots Donor to a contact that gives under $100 to your organization. You can then use these labels in various parts of Switchboard. On the Phone List Page, you can create a new phone list that includes/excludes contacts with specific labels. On the Message Threads Page, you can filter contacts to just those with specific labels.
If your NGPVAN/Votebuilder is connected to Switchboard, you can configure a label to take an action (apply an activist code, survey question, or canvass result) when it is applied to a contact.
This resource will show you how to create these labels and how to sync them with your NGPVAN.
Create a New Label
- From the Messaging Home Page, click Labels.
- Click Add Label.
- A new window will pop up. Here, you will name your label and click Submit when you are done.
Sync Labels with NGP VAN
- After you created a label, click on the name of the label you want to add an action to.
- Under Update Actions, you can toggle the drop down options to either take no action, apply an activist code, apply a survey question, apply a canvass result.
- After you click what action you’d like to take, another drop down will populate where you can pick which specific activist code/survey response/ canvass response you’d like to take. See examples for each type of label action below:
- After you apply the action, going forward, the contacts you apply these labels to in Switchboard will get the associated action in NGP/VAN in about 10-20 minutes after you apply the label. If you apply the label by accident and remove it immediately, it will not sync to NGP/VAN. If you applied the label in Switchboard to someone before you set up this NGP/VAN action, we won't apply it retroactively. However, if you apply the same label again, we will apply it at that point.
Uploading a CSV Label
- After you upload your CSV, click select your label.
- This will open a drop down of all your labels. Select which label you would like to be applied to all contacts in this list.
- Once you are done, click Create and Close.
