Assigning Tags to Workflows

Tags help categorize your workflows so that only the most relevant ones show up on the right pages of your website. This gives you more control and flexibility when using widgets, helping you deliver the right experience to the right users.

Use Case Example

If your company segments users by type, product, or brand, tagging becomes essential. It ensures that:

• Each user sees only the workflows that match their needs.
• The experience is more personalized and relevant.

For example, a workflow tagged as "rider" will only appear on pages meant for riders. This means someone visiting a dedicated rider page will get information and options tailored specifically to them—no confusion, just the content they need.

How to Tag a Workflow

Before tagging a workflow, make sure the tags you want to use have already been created and are available.

If you haven't created any tags yet, or need help linking them to specific brands (including embedded scripts), see Creating and Linking Tags to Each Brand Including Embedded Scripts.

If You’re Creating a New Workflow:

1. Go to Solve > Workflow Builder.
2. On the right side, click + Create New > Intent.
   
3. Use the "All Tags" toggle:
   • On: The workflow will be available across all brands including existing ones and any added in the future.
   • Off: Select specific tags from the Tags drop-down menu. The workflow will only be triggered for the brands associated with those tags.
4. Complete your Intent configurations.

5. Click Add Intent to finish. 

If You Already Have a Workflow:

1. Go to Solve > Workflow Builder.
2. Open the workflow you want to tag.
3. Click the three dots beside the workflow name and select Edit intent.
   
4. Use the "All Tags" toggle:
   • On: The workflow will be available across all brands, including existing ones and any added in the future.
   • Off: You can manually select tags:
     • Under Tags, open the drop-down menu and choose the tags you want to apply. The workflow will only be triggered for the brands associated with those tags.
       
5. Click Save changes when you're done.

Viewing Workflow Tags in Code Snippet

• After adding tags, go to Solve >  Configuration > Widget tab > Embed. Here, you will see that the code snippet has been updated with the data-ft-workflow-tag attribute, which lists all potential tag values.
  

  

Embedding the Script on Specific Pages

• When embedding the script into specific pages of your website(s), set data-ft-workflow-tag equal to one of the tag values you created. This will ensure that only workflows associated with that tag are displayed on that particular page. 

Enabling Tag Selection

You can make it easy for end users to choose the workflows they want by enabling tag selection. When this feature is activated, users will see buttons that let them pick specific groups of workflows right after they open the widget. This gives them control over the content they engage with and enhances their overall experience. Additionally, you can enable tag selection for the default brand, allowing users to quickly select tags that match their needs from the start. Please note that tag selection only applies to default brand. 

How to Enable Tag Selection

1. Go to Configuration > Theme.
2. Check the box labeled 'Enable to confirm tag selection'. When enabled, customers will see a prompt to choose a relevant tag if no tag is provided through the embed script.
3. You'll also need to set data-ft-workflow-tag equal to " ", since the customer would be selecting the tag themselves during the entry workflow.