How to Set Tags, Sources & Metadata in FAB CRM for Better Contact Management

Learn how to set tags, lead sources, and custom metadata in FAB CRM to organize, segment, and manage your contacts for better sales and marketing performance.

Phone
FAB Builder
FAB STUDIO

Develop Web & Mobile Apps, With Generative AI

Create custom apps in minutes without any technical expertise.

AI Assistance
100s of Pre-Built Templates
Get Full Access to Source Code
Explore Low Code Platform
Analytics
ANALYTICS

Track and Optimize User Journeys

Gain valuable insights into user behavior and ensure every touchpoint is seamless.

In-App Tracking
Preview User Journey
Multi-Channel Analytics & Reporting
See How You Track Your Customers
FAB PRODUCT

Power Up with the Complete Suite

Build, analyze, engage, and personalize all from one powerful platform.

Powerful platform for building, analyzing, engaging, and personalizing
Customer Experience
CUSTOMER EXPERIENCE

Support That Scales with Your Business

Deliver exceptional customer experiences with lead management, omni-channel communication, and automated workflows.

Omni-Channel Communications
Multi-Sources Lead Management
Customer Segmentation & Funnels
Try Customer Support Tool for Free
Page Pilot
PAGE PILOT

Personalize Every Interaction

Create tailored experiences with tooltips, banners, and in-app guides, and many more to improve engagement

Engage Customers
Simplify Customer Journey
Nudges for retention and information
Engage Customers in Your App for Free

FAQ

Frequently Asked Questions

What is metadata in FAB CRM?

Metadata in FAB CRM refers to additional information such as tags, lead sources, and custom fields (schemas) used to classify and organize your contact database. It helps you segment leads, personalize campaigns, and manage customer relationships more efficiently.

Why should I use tags in FAB CRM?

Tags help group contacts based on shared characteristics or behaviors, such as “Hot Lead,” “Newsletter Subscriber,” or “Event Attendee.” You can use tags for filtering, segmentation, automation, and personalized communication.

Can I apply multiple tags to a single contact?

Yes. FAB CRM allows you to assign multiple tags to one contact. This makes it easier to segment users across multiple criteria, such as source, interest level, or demographic category.

How do I create and manage lead sources?

You can add and manage lead sources by navigating to Data > Sources in FAB CRM. This feature allows you to track where each contact originated (e.g., LinkedIn, Google Ads, Website Form), helping you measure campaign performance and customer acquisition channels.

What is a lead schema in FAB CRM?

Lead schema refers to custom fields you can add to your CRM, such as “Company Size,” “Industry,” or “Location.” You can create these fields from App Settings > Data > Lead Schema, enabling deeper segmentation and more relevant communication.

Can I import contacts with tags and sources included?

Absolutely. FAB CRM’s Excel import template supports tags, sources, and all custom schema fields. You can bulk-upload thousands of contacts with all metadata in place, ensuring organized and segmented data from day one.

chat-icon

Looking for Expert Guidance

Our customers start generating 3x revenue with our platform.

Possibilities that come with FAB Builder products