Clean and Organize Your FranFlow System
Over time, your system can become cluttered with too many tags and fields.
A regular audit helps keep your FranFlow account:
clean
organized
automation-ready
Start Here
š New to this? Read:
Tags vs Custom Fields
How to Create & Manage Them
Why Auditing Matters
Without regular cleanup:
duplicate fields appear
tags become inconsistent
workflows break or overlap
reporting becomes unreliable
When to Audit Your System
You should audit:
ā After initial setup
ā Every 30ā60 days
ā When things feel messy
ā Before scaling workflows
Step 1: Audit Your Custom Fields
Review All Fields
Go to:
Settings ā Custom Fields
Ask:
Do I still use this field?
Does this duplicate another field?
Is this already in FranTrackerā¢?
What to Fix
ā Remove duplicates
ā Consolidate similar fields
ā Rename unclear fields
Example Cleanup
Before:
Investment Range
Budget
Capital
After:
ā Investment
Step 2: Audit Your Tags
Review All Tags
Look at:
Frequently used tags
Rarely used tags
Duplicate variations
What to Fix
ā Remove duplicate tags
ā Standardize naming
ā Delete unused tags
š Example:
Before:
No Show
No-Show
Missed Call
After:
ā No Show
Step 3: Check Tag Purpose
Every tag should answer:
š āWhy does this exist?ā
If it doesnāt:
trigger a workflow
segment contacts
track behavior
š It likely isnāt needed.
Step 4: Review Workflows
Tags and workflows are connected.
Check:
Which tags trigger workflows
Whether multiple workflows use the same tag
If any workflows overlap or conflict
Fix:
ā Remove unnecessary triggers
ā Simplify automation paths
Step 5: Clean Up Contact Records
Spot Check Contacts
Open a few records and look for:
Too many tags
Conflicting data
Duplicate fields
Fix:
ā Remove unnecessary tags
ā Standardize field usage
Step 6: Align With FranTrackerā¢
Confirm:
You are using synced fields correctly
You are NOT duplicating FranTrackerā¢ data
Reminder
FranTrackerā¢ fields = source of truth
Custom fields = supplemental only
Step 7: Re-Test Your System
After cleanup:
ā Test workflows
ā Test tag triggers
ā Test filters and Smart Lists
Signs Your System Is Clean
ā Clear, consistent tag names
ā No duplicate fields
ā Workflows trigger correctly
ā Contacts are easy to filter
ā Data feels organized
šŖ Best Practices:
ā Review before creating new fields or tags
ā Keep naming consistent
ā Use fewer, more meaningful tags
ā Audit regularly
Final Takeaway
š A clean system = a scalable system
The more intentional your setup, the more powerful FranFlow becomes.