Last week we interrupted the explanation of the different nodes in order to provide you with an update to the Start Node, which is very important in its own right.
Now it is time to go back to the different nodes and how they work.
The Labels and Subscriptions nodes are two different nodes that allow you to automatically assign a Label or Subscription to the record in question. Due to the fact that this requires a record to receive this data, you will always need to have a Match node fill out a Match Workflow variable. This also means that the node will not function properly unless this Match variable is properly filled, so if you don’t set the Match node to insert a record into the lead bin, it is wise to insert a condition node that checks if a Match has been made.
When you drag these nodes in, they will look like this:
The animation, which is not shown in the screenshot, means that these nodes still require some work and that the Workflow won’t function properly until they have been filled out. You won’t be able to save the Workflow until then.
Opening up the top icon of the screenshot, the Label node, will give you the following screen:
The ‘Match’ field lets you select the Match Variable that contains the matched record data. The Method lets you select if you wish to add or remove a specific Label. The Entity allows you to specify the type of Entity you wish to add the label to.
Selecting ‘Label’ under source will allow you to select a pre-made label in the system to be added to the chosen entity. However, if you choose ‘Variable’ it will instead allow you to select a field from any of the available Workflow variables to insert the Label. This variable will need to contain the specific ID of the Label that is to be inserted, but allows you to add specific labels based on replies the data that was sent through, for example, a webform without creating extensive Condition node constructions.
A completed Labels form can look like this:
Opening the Subscriptions node will give you the following, more simple screen:
Again, the Match dropdown allows you to select the Match Workflow variable that contains the Match data that will need to be subscribed to the subscription in question. The Method allows you to select either ‘Add’ or ‘Delete’, and the Subscription lets you select the specific Subscription that is to be added or removed.
A completely filled out form will look like this:
Clicking on ‘Ok’ will again save the node, at which point it is ready to save the Workflow again.
Labels and Subscriptions contain both individual strengths for automation purposes. Subscriptions are an excellent way of keeping track of email lists, for example, easily adding and removing people from the list in question if this is necessary for your automation. Meanwhile, Labels can be used to quickly filter lists of Organizations and Persons for only those that qualify for the Label, and having a Label added can be a starting point for a different Workflow in itself, allowing for further automation based on the data that is available.
Next week, we will briefly step away from the Workflow editor in order to explain the Email Editor. This will work as a stepping stone for our explanation of the Email node, which will come after this.