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Search and Filter by Tags

Easily find relevant demos in your Demo Library by searching or filtering by tags. 

The Search by Tag feature makes it easy to find relevant demos in your Demo Library or My Demos by searching and filtering directly by tags. Instead of manually browsing through your entire demo list or navigating to a separate filter menu, you can type a tag name in the search bar and see auto-suggested tags that match the search input. This feature is especially valuable if your team has established a tagging system for organizing your demo library.

Getting Started

This feature is enabled for all users automatically. There's no configuration or admin setup needed. If your team has already created tags in your Demo Library or My Demos, you can start using Search by Tag right away. 

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How to Use

Finding Demos by Tags

Follow these steps to search for demos using tags:

  1. Navigate to Demo Library or My Demos

  2. Click in the search bar and start typing a tag name

  3. A dropdown menu will appear displaying suggested tags that match what you've typed

  4. Hover over long tag names to see the full name

  5. Click on any suggested tag to add it to your search

  6. The demo list will immediately update to show only demos with that tag

  7. To filter by multiple tags, repeat steps 2-4. When filtering by multiple tags, only demos with ALL selected tags will appear

 

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Combining Tag Search with Text Search

You can use tags AND text search together to narrow down results even further:

  1. Select tag filters using the tag suggestions dropdown

  2. Type additional text in the search bar (such as demo title, description keywords)

  3. Press Enter to search

  4. Results will show demos matching BOTH the tags AND your text search

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Tips for Faster Searching

  • Use tag search instead of scrolling through long demo lists

  • Apply multiple filters to narrow down results quickly

  • Combine text and tag search for precise results

  • Use the filters modal to batch-apply multiple filters

 

Examples

Example 1: Find “official” Demos

  1. Click the search bar

  2. Type "official"

  3. Select "official" from the suggestions

  4. View all your official product demos

 

Example 2: Find Published Financial Services Demos

You're preparing for a call and need only published demos for the financial services industry.

  1. Apply the "Published" filter from the status section

  2. Type "financial" in the search bar

  3. Select "Financial Services" tag from suggestions

  4. View only published demos for the financial services industry

 

Example 3: Find Your Latest CRM Demos

You want to see your most recent CRM-related demos that are ready to share.

  1. Go to the "My Demos" tab

  2. Type "crm" in the search bar

  3. Select the "CRM" tag

  4. Apply the "Published Demos Only" filter (if desired)

  5. Sort by creation date or usage as needed

 

Frequently Asked Questions

Q: Do I need to set up tags before I can use this feature?

A: This feature works automatically with any tags your team has already created. If you haven't created tags yet, consider starting with a simple tagging structure (like product names, industries or use cases) to get the most value from Search by Tag.

Q: Can I filter by multiple tags at the same time?

A: Yes! Select multiple tags from the suggestions and the results will show only demos that have ALL of the selected tags.

Q: What if I search for a tag that doesn't exist?

A: You'll see a "No tags found" message in the dropdown. Double-check your spelling or try a different tag name. If you think a tag should exist, check with your team about your tagging conventions.

Q: Can I search for text and tags at the same time?

A: Absolutely! Select your tag filters first, then type additional keywords and press Enter. The results will show demos matching both your tags and your text search.

Q: What happens with tag names longer than 20 characters?

A: Long tag names will be truncated with "..." in the dropdown. Hover over the tag name to see the full name before selecting it.

Q: Can I combine this with other filters?

A: Yes! Tag search works alongside other filters like creator, creation date, and more. Use them together to refine your results.

Best Practices

  • Establish a tagging standard: Work with your team to create a consistent tagging system (e.g., by product, industry, use case or audience).

  • Use short, descriptive tags: Keep tag names concise and clear so they're easy to search for.

  • Search regularly: The more you use Search by Tag, the more you'll discover patterns in your library organization.

  • Combine filters: Don't hesitate to mix tags with text search and other filters for precision results

  • Review and update tags: Periodically review your tags to ensure they're still relevant and consistent across your library.

 

Troubleshooting

I'm not seeing any tag suggestions when I type

  • Make sure you've typed at least 1 character

  • Check that tags exist in your Demo Library or My Demos

  • Verify the spelling of the tag you're searching for

  • If you're new to tagging, ask your team about the naming conventions they use

The results don't seem right

  • Remember that when filtering by multiple tags, only demos with ALL selected tags will appear

  • Try removing some filters to broaden your results

  • Use text search alongside tags to narrow down further

  • Clear your filters and start fresh if needed

I want to suggest a new tag for my team

  • Contact your content admin or team manager about establishing new tags

  • Share your suggested tag name and explain how it would help organize the library