Naming Conventions
(Codes/Folders)
Always choose consistent names for Codes and Folders:
Identify a naming convention that is easiest for YOUR internal team to navigate your content within the platform-there is no wrong option here:
Pros: Easier site navigation / easier data reporting.
This can include salesforce IDs, internal reference identifiers, location signifiers, placement, etc. Ex: Campaign1_digital_june2022
If you would like your codes organized by folder, you will need to move individually created codes into folders if they are not created from the folder itself.
Note: Bulk uploaded codes will always build into a folder.
Character limit for code names is 128 characters.
Folders can be created by selecting the create folder button under the Flowcode section of the portal.
From here, you can create codes that will auto populate in the folder after creation.
Folders are noted by a folder icon at the bottom of the webpage.
Once a folder is created, it will appear as a tab on the left side of your account.
For any additional questions please reach out to your Client Success Manager or send a message to our team here.