Applying labels to your content in Social Media Management is one of the most effective ways to organize posts, filter customer interactions, and create flexible reports. Social Media Management labels are internal to our platform and will not be visible to your customers.

In this article, learn how to view, create, edit, or delete labels in your settings; how to change users' default labeling permissions; how to set up automated or mandatory labeling, and more. 

Creating and managing labels

To access your Label Management settings, select Manage settings (gear icon) > Organization admin in the lower-left corner of the platform, then select Label Management from the menu on the left.

From this interface, you have an overview of all the labels that are active with your organization. You can organize the view by Label Name, Total Used, or Last Time Used by clicking on the name of the corresponding column.

• To create a new label, click Create New Label in the upper right-hand corner. You may create multiple new labels at once.

  Note:

  Labels can only contain alphanumeric characters.

• To edit a label, click on the pencil icon next to a label.
• To merge two or more labels, select the checkboxes next to the applicable labels, click the Bulk Actions dropdown, and select Merge Manager.
• To delete a label, click on the trash can icon next to it. A confirmation window will pop up before the action is completed. You may also bulk delete multiple labels by clicking Bulk Actions.

Creating label groups

You can streamline your workflow even further by organizing your labels into label groups. Label groups can be assigned or restricted to specific teams, and they can be used to filter content in Publish, Measure, and Engage.

In Publish, label groups can also be used when creating posts or Content Pool stock items, and users can be required to apply labels from a specific group before publishing a post. 

1. Select the Label groups tab on the Label Management page, then click Create Label Group in the top-right corner.

2. Name your label group, add a description, and add the labels you would like to include in your group.

   Note:

   You can only add labels you have previously created. To create a label, please see the Creating and Managing Labels section.

3. Under Team permissions, select if you would like the group accessible to All teams, Specific teams, or Only admins. If you select Specific teams, you will be able to search for and select teams within your organization. These team permissions will apply to: Publish posts, Publish campaigns, Engage feeds, Measure dashboards, and filters across all Social Media Management products.  
   

   Note:

   Audience profile cards in Engage will not reflect team permissions—all users can change the labels for any profiles.

   

4. Under the Publish editor options, check the Users must add labels before sending for approval, scheduling, or publishing checkbox if you would like to require your team to select a label from this group when creating their post. Next, select either Users can select one label or Users can select one or more labels from this group.

5. When finished, click Create Label Group to save your new label group.

Using label groups in the Publish editor

Going forward, your team will see your label groups under the Labels panel in the Publish editor whenever they create a post. When selected, each group will show a dropdown menu of available labels:

Any required label groups will be marked with a red asterisk, and the post creator will not be able to schedule/publish/send the post for approval until a label has been selected in each required group.

Using label groups in the Content Pool

In the Content Pool, you can apply labels from your set up label groups by clicking Manage labels on an asset. Once clicked, the panel will expand to show all of your current label groups with drop-down options to add the labels of your choice to the asset, as well as a drop-down option to add labels without a group.

Managing label groups

At any time, you can edit or delete a label group if needed via the Label Management menu in Administration.

Changing your users' labeling permissions

As an Administrator, you can grant other users access to create new labels for your organization.

1. Click Label Settings from the upper right-hand corner to open the Advanced Settings window.
2. For the Social Media Management suite, you have the option to select whether All users or Only administrator users  If you select All users, the access will differ slightly for Publish, Engage, and Audience users:
   • Publish: Only users with the Admin, Team Leader, Editor, or Content Creator role will be able to create new labels when drafting a post.
     

     Note:

     Content Creators with this permission may create and apply labels when drafting a post, but not add labels after it has been approved or published. See our User Roles article for full details on role permissions.

   • Engage: Users with the Admin, Team Leader, Editor, Content Creator, or Moderator role will be able to create new labels in conversations. View Only users cannot create labels in Engage.
   • Audience: Users with the Admin, Team Leader, Editor, Content Creator, Moderator, or View Only role will be able to create new labels for profiles.
   • For the Publish editor specifically, you have the option to Mark "Labels without a group" as required and also whether Users can select one label or Users can select one or more label.
   
3. After selecting an option, click Save Changes to apply your access settings.

Viewing label analytics

For drill-down analytics of how many times and where a certain label has been used throughout the platform, click on the number next to that label under the Total Used column. A pop-up will open showing the usage for that label.