Tags are essential for categorizing workflows, ensuring that only relevant ones appear on specific pages of your website(s). This capability enhances the flexibility of your widgets and allows you to better address the diverse needs of your customers.
Use Case
If your company employs segmentation strategies—such as identifying different user types, products, or brands—tagging is crucial for activating the right workflows for each group. By effectively tagging workflows, you can guide users to content that directly meets their specific needs. This level of personalization not only enriches their experience but also makes it more engaging and relevant. For instance, a workflow tagged as "rider" will only be activated for users on a dedicated rider webpage, ensuring they receive tailored information and resources that resonate with them.
How to Tag a Workflow
- Go to Solve > Workflow Builder.
- Open a workflow.
- In the upper right corner of your screen, click the tag icon.
- Type in an existing tag name or create a new one.
- Press enter to tag the workflow. You can add as many tags as needed to include that workflow during intent detection.
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
- Go to Configuration > Theme.
- 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.
- 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.