Setup Checklist & How to Use Them
Custom Values in FranFlow allow you to store information once and reuse it across emails, text messages, and workflows.
Instead of updating the same link or message in multiple places, you can update it in one location and have it automatically apply everywhere.
This is especially important for:
Calendar links
Contact information
Standard messaging
Automation workflows
What Are Custom Values?
A Custom Value is a reusable variable that inserts information automatically.
For example:
Instead of typing your calendar link in every email, you can use a custom value like:
{{custom_values.intro_call_link}}
If the link ever changes, you only update it once in Custom Values.
Where to Find Custom Values
To access Custom Values:
Log into FranFlow
Click Settings
Select Custom Values
You will see folders that organize your values.
Step-by-Step Setup Checklist
Follow this checklist to review and configure your Custom Values.
Step 1: Review Pre-Built Custom Value Folders
FranFlow includes pre-built folders to help you stay organized.
Most important:
Calendar Links Folder
This folder stores your scheduling links.
Common values include:
Intro Call
Follow-Up Call
Consultation Call
Step 2: Add Your Calendar Links
Once your calendars are created, copy each scheduling link and paste it into the correct Custom Value.
How to Update a Custom Value
Go to Settings → Custom Values
Locate the correct value (example: Intro Call)
Paste your scheduling link
Click Save
Important: If you update or change a calendar URL later, you must update the Custom Value.
Otherwise, workflows and messages will use the old link.
Step 3: Use Custom Values in Workflows
Custom Values are commonly used inside workflows for:
email links
SMS messages
scheduling prompts
🔎 Example: Instead of pasting a link directly into a message, use the Custom Value. This ensures consistency across all automations.
Step 4: Avoid Hardcoding Links
Do NOT paste raw links directly into workflows if a Custom Value exists.
Always use the Custom Value instead.
Why This Matters
If you paste links manually:
You must update every workflow individually
It increases the risk of broken links
It creates inconsistency across messages
Custom Values solve this problem.
Step 5: Test Your Custom Values
After updating your values:
Send yourself a test email or SMS
Confirm the correct link appears
Click the link to ensure it works
This ensures everything is connected properly.
Step 6: Understand Where Custom Values Are Used
Custom Values are used across:
Workflows
Emails
SMS messages
Automation sequences
They act as the “source of truth” for commonly used information.
Step 7: Keep Custom Values Organized
FranFlow uses folders to keep values organized.
🪄 Best practices:
✔ Keep naming consistent
✔ Avoid duplicate values
✔ Use clear, descriptive names
✔ Store similar values together
This makes it easier to manage as your system grows.
Common Mistakes to Avoid
Forgetting to Update Custom Values
If you change a calendar or link but don’t update the Custom Value:
workflows will use outdated links
candidates may book incorrect appointments
Creating Duplicate Values
Avoid creating multiple Custom Values for the same purpose.
This can lead to confusion and inconsistency.
Not Using Custom Values in Workflows
If you hardcode links instead of using Custom Values:
updates become manual
errors are more likely
🪄 Best Practices:
✔ Use Custom Values for anything reused multiple times
✔ Always store calendar links in Custom Values
✔ Update values in one place instead of multiple workflows
✔ Test after making updates
✔ Keep your system clean and organized
Why Custom Values Are Important
Custom Values make your system:
✔ easier to manage
✔ more scalable
✔ less prone to errors
✔ faster to update
They are a key part of keeping FranFlow organized and efficient.