Tags are one of the most powerful tools in FranFlow because they can automatically trigger workflows.
When used correctly, tags allow your system to respond instantly to candidate behavior without manual effort.
Start Here
👉 New to Tags? Read:
Tags vs Custom Fields: When to Use Each
How to Create & Manage Custom Fields and Tags
What Does It Mean for a Tag to Trigger a Workflow?
A workflow can be set to start when a specific tag is added to a Contact.
Simple Example
Tag added:
Booked Intro Call
Workflow triggers:
Sends confirmation email
Sends reminder text
Updates pipeline stage
👉 Tag = trigger
👉 Workflow = action
Why Tags Are Used for Automation
Tags are ideal triggers because they:
✔ Are easy to apply
✔ Can be added manually or automatically
✔ Represent actions or status changes
✔ Can be reused across multiple workflows
Common Tag-Based Triggers in FranFlow
New Lead
Tag: New Lead
Triggers:
Welcome message
Speed-to-lead follow-up
Intro call scheduling
Engagement
Tag: Engaged
Triggers:
Nurture sequence
Education content
No Show
Tag: No Show
Triggers:
Reschedule messages
Follow-up reminders
Reactivation
Tag: Reactivated Lead
Triggers:
Restart nurture
Prompt for scheduling
High-Intent Candidate
Tag: Hot Prospect
Triggers:
Priority follow-up
Personalized outreach
How Tags Get Applied
Tags can be applied in two ways:
1. Automatically (Most Common)
Through workflows when:
A form is submitted
A call is booked
A pipeline stage changes
2. Manually
You can add a tag directly on a Contact when:
You identify a status change
You want to trigger a workflow
‼️ Important: Tags Can Trigger Multiple Workflows
A single tag can trigger:
One workflow
Multiple workflows
🔎 Example
Tag: Booked Intro Call
Triggers:
Confirmation workflow
Reminder workflow
Internal notification workflow
Best Practices for Tag-Based Automation
Keep Tags Intentional
Only create tags that serve a purpose.
Use Clear Naming
Examples:
✔ Booked Intro Call
✔ No Show
✔ Long-Term Nurture
Avoid vague tags like:
❌ Follow Up
❌ Important
Avoid Duplicate Tags
Do not create variations like:
No Show
No-Show
Missed Call
👉 Pick one and stay consistent.
Don’t Over-Automate
Not every tag needs a workflow.
Focus on key moments in the candidate journey.
Common Mistakes to Avoid
Tag Loops
A workflow adds a tag → triggers another workflow → adds another tag → repeats
👉 This can cause infinite automation loops.
Too Many Tags
Too many tags make it hard to:
manage workflows
filter contacts
understand your system
Using Tags Instead of Fields
Do not use tags for structured data like:
Investment
Timeline
Market
How Tags Fit Into the Bigger System
Tags help:
✔ Trigger workflows
✔ Move candidates through processes
✔ Segment your database
✔ Track behavior
Final Takeaway
👉 Tags don’t just label contacts — they activate your system
When used correctly, they turn FranFlow into an automated engine.