Creating and Linking Tags to Each Brand Including Embedded Scripts

Tags play a crucial role in managing multiple brands within the Solve Widget because it organize workflows and ensure that the right workflow will be predicted for each brand. This article will guide you through the process of creating and linking tags to each brand, as well as embedding scripts that utilize these tags effectively.

Why Are Tags Important in Brand Management?

Tags serve as identifiers that categorize workflows for specific brands and ensure that users receive relevant content that is tailored to their needs. By using tags, businesses can streamline their operations and provide personalized experiences for different user personas that align with their brand identity.

How to Create Tags in Brands 

You can create tags in two simple ways:

1. Via the Configuration page:
   • Go to Solve >  Configuration > Brand.
   • Here, you can add new tags directly linked to your brands.
2. Using the Tag Management Drawer:
   • Click the tag icon in the upper right corner of your dashboard to access the Tag Management drawer.
     
   • This drawer displays a list of brands along with their assigned tags and associated workflows.
     
     
     
   • To create a new tag, click the three-dot icon next to any existing tag. You will see options to Create, Reassign, or Delete tags.
     

Assigning tags to Workflows 

You can assign tags to workflows by going to Solve > Workflow Builder > Workflow. For detailed instructions, see How to Tag a Workflow.

Linking Tags to Brands

Once you have created your tags, it’s essential to link them to your brand:

1. Assign Tags to Workflows: Ensure that each workflow is tagged appropriately so users interacting with a specific brand can access only relevant workflows. For more information on how to tag workflows, see Workflow Tags.
2. Monitor Tag Assignments: Regularly check which tags are assigned to each brand and their associated workflows. This helps maintain organization and ensures that your users receive accurate information.

Embedding Scripts with Tags

Embedding scripts is another important aspect of using tags effectively. Here’s how to embed scripts that leverage your created tags:

1. Accessing Embed Code:
   • Navigate to Solve > Configuration > Widget tab > Embed.
   • Here, you will find the code snippet that includes the data-ft-workflow-tag attribute.
2. Setting Up Embedded Scripts:
   • When embedding scripts into specific pages of your website, set data-ft-workflow-tag equal to one of the tag values you created. This ensures that only workflows associated with that tag are displayed on that particular page.
     Note: If you have multiple tags, you can only select ONE tag to include in the embed script.
   • For example, if you have a tag labeled “University,” setting this value in your embed code will activate only those workflows tagged for university-related interactions.

Best Practices for Using Tags

• Consistency: Use consistent naming conventions for tags across all brands. This makes it easier for users and admins to manage them effectively.
• Regular Updates: Periodically review and update your tags as your business evolves or as new brands are added.
• Monitor Tag Usage: Regularly check how tags are being used within workflows and across your brands to make sure that your tags are used correctly.

Next article ➔ Assigning Tags to Workflows