Using names, labels, and descriptions

Setting up names, labels, and descriptions in BlueConic (video):

Names

When you create items in BlueConic -- such as profile properties, segments, connections, dialogues, etc. -- you can give each one a unique, descriptive name. These names appear when you search or use these items in BlueConic, so naming them clearly helps when you're searching or navigating the platform.

When you create a new item, you need to provide a new name in the box at the top of the page.

What are best practices for naming objects, items, customer segments, multi-dimensional segmentation, and profile properties in BlueConic?

Labels

To make organizing your work and managing items easier, you can add labels to different items in BlueConic. By adding labels to items you are able to find them more quickly or organize them in relevant categories in your navigation widget. All out-of-the-box profile properties created by BlueConic will have a label already assigned.

Adding a label to an item

You can add a label to an item by editing the metadata of an item. Metadata of items can be hidden. To reveal it, click the "+" icon in the middle of the title underline.

How do I add labels or metadata to BlueConic items and objects?

Now that the metadata is visible, you can see the labels assigned to the object. To edit labels click the edit box:

How to assign names, descriptions, and labels to objects in the BlueConic customer data platform (CDP)

If you start typing you will see suggestions of labels that are already in use (and how many items share that label). If the label does not exist it will automatically be added to the list of labels.


How to use names, descriptions, labels and metadata and favorites in BlueConic objectsBack to top

Using labels for quick navigation

When you have added a label to an item, you can quickly navigate to other items that contain this label by clicking on it. This will show in a dropdown other items in your environment that contain the same label. By selecting such an item you will directly navigate to it.

how to use names, descriptions, labels, metadata and favorites in the BlueConic customer data platform (CDP)

 

Using labels for filtering item lists

Any labels you create are available to filter item lists. Click on "Filters" and click the "+" icon before "Labels" to display the list of most occurring labels. Next, enable the checkbox of the labels you want to filter the items on. If you do not see the label you are looking for, enter its name in the search box. Next to the label name you see the number of matching items in the list.

How to filter lists of ojbects using names, descriptions, and labels in BlueConic

Click Done when you are done selecting filters, or Save as filter set if you want to save your selection for later.

Descriptions

You can add longer descriptions to the metadata of BlueConic items (such as profile properties, segments, connections, dialogues, listeners, etc.) by adding text to the Description field at the top of an item's page.

how to add searchable descriptions to each item in the BlueConic customer data platform