This guide walks you through how to create, update, and manage Custom Fields and Tags inside FranFlow.
Start Here
👉 Not sure when to use each? Read: Tags vs Custom Fields: When to Use Each
Where to Find Them
Go to Settings → Custom Fields
Tags are managed directly on the Contact record
How to Create a Custom Field
Steps
Go to Settings → Custom Fields
Click Add Field
Choose field type (text, dropdown, number, etc.)
Name your field clearly
Click Save
How to Update a Custom Field
Open a Contact
Scroll to the Custom Fields section
Enter or update the value
Before Creating a Custom Field
Always check:
✔ Does this already exist in FranTracker™?
✔ Is this already a standard field?
✔ Am I duplicating data?
How to Add a Tag
Manual
Open a Contact
Find the Tags section
Type the tag
Press Enter
Automated
Tags can also be applied via:
Workflows
Form submissions
Pipeline movement
How to Remove a Tag
Open the Contact
Click the X next to the tag
Where They Are Used
Both Custom Fields and Tags are used in:
Workflows
Filters
Smart Lists
Automation logic
🪄 Best Practices:
✔ Keep naming consistent
✔ Avoid duplicate fields
✔ Don’t overuse tags
✔ Use fields for structured data
✔ Use tags for actions/status
Common Mistakes
Duplicate Fields
Creating multiple fields for the same data
Over-Tagging
Too many tags = hard to manage
Hardcoding Instead of Structuring
Using tags when a field should be used
Final Tip
If you’re unsure:
👉 Fields = data
👉 Tags = labels