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Member Label Lists

Member Label Lists

A label list is a grouping of labels: Contact preference holds PREF-EMAIL, PREF-SMS and NO-MARKETING. That is the whole idea, and it takes two minutes to set up.

It is worth doing before you create your labels, because a label created inside a list carries that list’s code — and reorganising fifty labels afterwards is a worse afternoon than planning three lists now.

Meet GadgetSphere

GadgetSphere Sdn Bhd runs three label lists across its loyalty programme:

Label listWhat is in it
Join channelIN-STORE, ONLINE, EVENT
Contact preferencePREF-EMAIL, PREF-SMS, NO-MARKETING
InterestsGAMING, PHOTOGRAPHY, AUDIO

Three lists, nine labels, and anybody can find what they need.

Step 1: Create the list

Membership Admin > Member Label List > +

Two required fields — Label List Code and Label List Name — then Create.

Step 2: Put labels in it

Click the list > Labels tab > +

A label created here belongs to this list, and it also appears in the main Member Label listing. You can create labels from either screen; creating them from inside the list is the tidier habit because the grouping is decided at the moment of creation.

Step 3: Keep it maintained

Click the list > Details tab

The name and status are editable; the code is what everything else refers to. Set a list to inactive rather than deleting it when a segmentation scheme is retired — the labels under it are on member records, and those records are history.

What success looks like

One minute:

  1. Open Member Label List. Your lists are there, and you can say in one phrase what each is for.
  2. Open one and check its Labels tab holds what you expect.
  3. Open the main Member Label listing. Every label shows the list it belongs to — none is orphaned.

Common mistakes

What goes wrongWhat you seeThe fix
Creating labels before listsLabels grouped wrongly, awkward to moveCreate the lists first
One list called General holding everythingNobody can find the right labelMake a list per dimension — channel, preference, interest
Deleting a list a member’s label came fromHistory loses its meaningSet it inactive instead
Codes that read like LL1Unrecognisable laterName lists for the dimension they capture
Confusing a list with a classThe tier does not workA class is a tier and changes prices; a list just groups labels

Related documentation

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