Tagging in Workflow Builder

What is it?

Tagging is an important tool that allows you to mark workflows so that only some are shown on specific pages of your website(s). It allows your widget to be more flexible and meet a wide variety of your customers' needs. For example, if your company uses any type of segmentation, such as multiple user types, products, or brands, tagging can guarantee that workflows will surface based on this segmentation, if they have their own pages or website(s).

Getting started

Tagging workflows

Anytime you are editing a workflow for an intent, you will see a tag icon in the top, right-hand corner of the screen. You can type in an existing tag name or create a new one, then press enter to tag the workflow. You can add as many tags as needed to include that workflow during intent detection. 

Once you have added a tag, under the Configuration tab, the code snippet will update with the data-ft-workflow-tag attribute and list all of the potential tag values. When embedding the script into specific pages of your website(s), you can set data-ft-workflow-tag equal to one of the tag values, and this will only surface workflows with that tag for that page. If no tag values are specified, then all workflows will show up by default. 

The Other Questions (default) workflow does not allow tags. This workflow is always present as it is intended to catch any outlier questions that do not have an intent created. This way, no customer is left unassisted.