Tags
Last updated
Add tags to your Guideflow's to categorize them and make them easier to find across your workspace.
Tag your Guideflow's by product feature, sales stage, or customer type so your team can quickly filter and find the right demo at the right time.
Open your Guideflow in the editor.
Click Settings in the right panel.
Under Tags, type a tag name and select it to apply it to the Guideflow.
Add as many tags as needed.
Tags are applied at the individual Guideflow level. You can add multiple tags to a single Guideflow.
Navigate to your Guideflow dashboard.
Use the Tags filter to search and filter Guideflow's by any tag you have created.
You can develop your own tagging strategy based on how your team works. Here are a few examples:
Product feature: "Payments", "Analytics", "Onboarding"
Customer type: "Enterprise", "SMB", "Self-serve"
Sales stage: "Prospecting", "Qualification", "Proposal"
Team: "Sales", "Marketing", "Customer Success"
Tags can also be managed from your workspace settings under Settings → Tags.
Last updated