Creating and Managing User Labels

Creating and Managing User Labels

Labels are keywords or tags that you can add to end users to categorize or identify them on the community. For example, you could add the label 'Expert' to users who've provided the best answers in the community. 

Benefits

Here are some of the benefits of labeling your end users.
  1. Labels help you manage your end users better. For example, when a new user comes in, you can assign them with an appropriate label to organize similar users into groups.
  2. Labels make it easier for other users to identify a user's area of skill, knowledge, or authority. For example, users are most likely to accept a solution from someone tagged as an 'expert.'

  1. User Labels is not available in the Free edition.
  2. User Labels are available only for help centers applied with a new themeLearn more.
  3. You can add up to 500 unique labels per help center.
  4. Each label can be associated with up to 2000 end users.
  5. Labels are displayed only in the community section of the help center.
  6. Although you can add a user to multiple labels, only the most recent label gets displayed on the community.

Adding Labels

Adding labels is a quick two-step process. The first step is to enter the name of the label you wish to create and customize its appearance. The second step is to add end users to the label. Here's how you can do both:
  1. Click the Setup icon (  ) on the top bar.
  2. Click Help Center under the Channels menu.
  3. Select the Help Center in which you want to add labels.
  4. Click User Labels under the Help Center sub-menu.
  5. On the User Labels page, click Add Label.



  6. On the Preference tab, do the following:
    1. Enter a name for the label.
    2. Select the shape of the label.
      You can choose between a 
      rectangle or round.



    3. Select the color of the label.
      You can use a 
      predefined color scheme or customize it to your liking by entering hex codes.
    4. Preview how the label will look like to your end users.
    5. Click Save.
  7. On the Users tab, do the following:
    1. Click Add Users in the upper-right corner of the page.
      The 
      Add Users panel will slide open from the right side of the screen.



    2. Select the end users you wish to add to this label.
      You can also search for the user in question.
    3. Click Add.



  8. The label will be added successfully.
You can click the Edit icon (  ) to edit the label properties on the label's List View. You can also click the Delete icon (  ) to delete any label.

You can also associate labels on the user's profile page under settings. Learn more.

Viewing Labels

End users can view the labels assigned to them and others in the following places of the community.
  1. User Profile Page
    Users can view all the labels assigned to them.



  2. Topic List Page
    Users can hover over other users and view their most recent label.



  3. Topic Details Page
    Users can view the label of the topic owner and of those who commented on the topic.

    • Related Articles

    • Adding and Managing User Groups

      Groups are a collection of end users, often related to a specific account, geography, brand, or product, that is used to determine access to your knowledge base and community content on the Help Center. For example, you can add a group that includes ...
    • Managing User Profiles

      In Zoho Desk, the profile function controls the permission to help desk modules, records, fields in a record, and various utilities, such as import, export, send email, etc. Agents associated with the profile can access the functions that are ...
    • Managing Help Center Users

      Help Center users are users who prefer to find solutions by reading through your knowledge base articles or community posts. When they are unable to find answers they can get it resolved from your agents by submitting a ticket. Users can also ...
    • How to moderate end user signups in the Help Center?

      Self-signup allows end users to register themselves for an account on your Help Center. All you need to do is direct your customers to your Help Center so that they could register and start using the same immediately. But, there is a caveat. The ...
    • Creating and Managing Schedules in Zoho Desk

      Schedules are automated user-defined actions, which can be executed through custom functions either at a particular time or on a recurring basis. For example, using schedules, you can create a new ticket/task on a recurring basis or send reminders ...