How to create a label

To create a label, follow the instructions and/or watch the video below.

  1. Click on Labels in the Setup menu

  2. Click the Add button

  3. Give your label a name

  4. Assign a color to your label so it can easily be identified in the participant list

  5. Click Add a rule to create the rules to apply for your label

  6. Choose a field and enter a value for that field that you want to collect in the label

  7. Repeat for as many rules as you’d like to create for the label

  8. Click “Save”