---
title: Using labels in Stryd
description: labels, categories, filter, segment
---
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11 March 2026
# Using labels in Stryd
## Organise customer information, workflows, and segmentation
Labels in **Stryd** help you organise and manage your customer database more effectively.
You can use labels to:
• Record important **customer information**
• **Filter and segment** your customer database
• Track **workflow or process stages**
Labels make it easy to quickly understand a customer's situation, manage ongoing work, and filter your database for reporting or campaigns.
### Create labels
- In Settings, click on **Labels** and click **Add Label** to create a new label.
- Add the label name and decide if you want to use or create a Category (more info on Categories below).
- Choose a colour for the label and click Save.
- You can add a more detailed description for the label which will display to the user when hovering over the label.
### Label Categories - what they are and how to use them
When creating a Label, you can link it to a Category Group, or leave it unlinked.
When a label belongs to a **category**, only **one label from that category can be applied to a customer at a time**. This ensures the label reflects the **current status** of that customer.
Example of using a category: **Your Review Process**
This category can contain labels that track the stage of a refinance or review workflow.
Example of using labels without a category: **Customer Information**
You might want to flag a customer as self employed, low doc loan and investor.
### When to use / common scenarios
#### Customer information
Use labels to capture useful information about a customer's situation.
Examples:
• LMI Paid
• Low Doc Loan
• Self Employed
• First Home Buyer (FHB)
• Medico
• Reduced Income
• Guarantor
• Construction
• Rate Shopper
• Investor
• Expat
These labels help you quickly understand the customer's profile when viewing their record.
#### Customer segmentation
Labels can also help you filter and organise your database.
Examples:
• Gold service customers
• Investor customers
• High priority clients
This makes it easier to run targeted reviews, campaigns, or follow-ups.
#### Process and workflow tracking
Labels are commonly used to track **where a customer sits in a process**.
For example:
**Review Process**
- Broker to Review
- Submit Pricing Request
- Price Request In Progress
- Refinance – Awaiting Docs
- Refinance Submitted
- Refinance Complete
Using workflow labels helps teams clearly track progress across their pipeline.
---
#### Outcome
Using labels in Stryd allows you to:
• Quickly understand key **customer attributes**
• **Segment and filter** your customer database
• Track **workflow progress** across customers
• Keep your team aligned on **next actions**
---
#### Troubleshooting / tips
**Use categories for workflow stages**
If labels represent a **process stage**, add them to a category so only one stage can be active at a time.
**Use uncategorised labels for attributes**
Customer traits (like *Investor* or *Self Employed*) should usually be **uncategorised** so multiple labels can be applied.
**Keep labels simple**
Use short, clear label names so they are easy to understand at a glance.
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