For businesses utilizing the Enterprise Lite tier, mastering your workspace organization is key to maximizing efficiency. This guide provides a clear set of best practices to help you seamlessly organize and operate within your single workspace.
KEY ORGANIZATIONAL TOOLS
Effectively leveraging your Workspace hinges on smart organization. As a best practice, we recommend utilizing Folders and Tags—two powerful tools designed to help you categorize, find, and manage your work with unparalleled ease.
Folders: Folders are containers that help you store and organize Conversion Flows. Users can create folders for different clients, campaigns, or teams, keeping your assets easy to navigate.
Tags: Tags are essential for differentiating teams, campaigns, or key efforts across all your codes and pages. By applying tags like vertical type, placement, or CTA, you gain the ability to quickly sort and filter, transforming your platform experience into something truly personalized and efficient.
How to create a Folder:
Navigate into the “Flows” section
Click “New Folder” at the top of the page
Follow the naming prompt
Click “Create” to save
How to create a Tag:
Navigate into the “Flows” section of the platform
Click into the Conversion Flow you wish to tag
Click the “Add tag” button at the top of the page
Add as many tags as necessary
If you've maximized your organization within a single workspace, even after implementing our best practices for folders and tags, you might be ready for more robust solutions.
Consider exploring our Enterprise offering with increased number of workspaces, features and more in-depth analytics and reporting capabilities. Reach out to Flowcode to learn more and get your Enterprise demo today!