How to use tags to organize flows

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Learn how to use tags to organize flows into different groups depending on your use case. For example, you may want to tag flows with the stage they represent in the marketing funnel, or you may have similar flows that are separate for prospects vs. customers that you want to keep separate. To accomplish this, you can use tags.

Tagging a flow

To tag a flow:

  1. Navigate to the Flows tab.
  2. Click the 3 dots next to the flow you'd like to add tags to
  3. Select Edit Details.
  4. Click the Tags dropdown.
  5. Select or create a new tag.
    flowtag1.jpg
  6. Click Update flow.

Now when you view the Flows tab, you can click the Tags dropdown to filter the list of visible flows by specific tags you have configured.

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