Understanding the difference between Tags and Custom Fields is essential to keeping your FranFlow account clean, organized, and automation-ready.
Both store information about Contacts — but they serve very different purposes.
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👉 Looking for how to create and manage them? Check out: How to Create & Manage Custom Fields and Tags
What Is a Tag?
A Tag is a flexible label applied to a Contact.
Tags are best used to track behavior, actions, or status.
Tags Are:
Fast to apply
Easy to remove
Often used in automation
Ideal for segmentation
Examples of Good Tag Use
Downloaded Lead Magnet
Attended Webinar
Booked Intro Call
No Show
Reactivated Lead
Submitted to Brand
Funding Conversation
👉 Tags answer: “What has this person done?”
What Is a Custom Field?
A Custom Field stores structured, long-term data about a Contact.
Custom Fields Are:
Persistent
Structured
Used in reporting
Used in automation logic
Often synced with FranTracker™
Examples of Good Custom Field Use
Liquid Capital
Net Worth
Desired Market
Decision Time Frame
Currently Employed
Business Ownership Experience
Investment Range
Lead Type
👉 Custom Fields answer: “What is true about this person?”
The Key Difference
👉 Tags = Behavior or Status
👉 Custom Fields = Structured Data
When to Use Each
Scenario | Use Tag | Use Custom Field |
Someone booked a call | ✅ | ❌ |
Someone has $250K liquid capital | ❌ | ✅ |
Someone no-showed | ✅ | ❌ |
Someone’s decision timeline | ❌ | ✅ |
When NOT to Use Tags
Do NOT use tags for:
Investment amounts
Capital ranges
Decision timelines
Employment status
Market preferences
Anything already in FranTracker™
Too many tags = clutter + confusion.
When NOT to Create Custom Fields
Before creating a new field:
Confirm it doesn’t already exist
Confirm it’s not a standard field
Confirm it’s not better as a tag
Example to Avoid
Creating multiple versions of the same data:
Investment Range
Capital Available
Budget
👉 Pick one and stay consistent.
How They Work Together
Tags and Custom Fields are most powerful when used together.
🔎 Example: Custom Field: Liquid Capital = $250,000+
Tag Applied: High Capital Candidate
👉 Field stores the data
👉 Tag drives action
🪄 Best Practices
✔ Use Custom Fields for long-term data
✔ Use Tags for behavior and status
✔ Keep both clean and intentional
✔ Avoid duplication
Final Takeaway
👉 Tags = What they’ve done
👉 Fields = What’s true about them