This article will run through the ‘Custom Values’ tab within your settings area in your account. Custom values are dynamic fields that will fill out with the value that you assign to them here. You can create custom values and fill them in with your business details including your name, email address, physical address, phone number, logo and more. They can be used in workflows, email templates and campaigns, email signatures, funnels and even communicating to a contact in conversations.

These are very helpful so if you were to change something like your logo for example, you can simply update it here in the one place, rather than going through and updating all of your email templates and funnel pages that you may have with your logo.

To create a new custom value, click the ‘+ New Custom Value’ button.

You can then enter in the name of your new custom value as well as the value that you will set for it.

Once you have set this, click save. You will then see your new custom value listed here. You could then come in here any time and update the value if the phone number changed by clicking the pencil icon to the right of that custom value. You can then update the value and save.

Now you have created your custom value, you can add these into different places in your account.

You also have some default custom values within your account that you can also utilise. These include:

Contact values - these are values that will fill out based on the details of the contact the message is being sent to

User values - these are values that will fill out based on the details of the team member assigned to the contact

Appointment values - these are values that will fill out based on the details of the appointment created with that contact

Calendar values - you have the option to add the name of the calendar the appointment was booked on for that contact

Message values - these are values that will fill out based on the message body and message subject

Account values - these are values that will fill out based on the business details of your account

Right now values - these are values that will fill out based on the the time or date that it currently is

Attribution values - these are values that will fill out based on the attribution source for that customer

Custom values - these are your custom values that you have created in your account under Settings > Custom Values.

One of these places you can add these custom values is your email templates which are emails that can be added to your workflows.

To add a custom value to an email template, click through to Marketing > Emails > Templates and select the email template you wish to update. You can then add custom values to certain text sections by clicking to the section you wish to add it to and click on the ‘custom values’ icon. You can then select which custom value you would like to add here.

This will then insert the custom value to your template which once sent to a contact, will be replaced with the appropriate value that is assigned to this custom value. So, whilst you see ‘{{custom_values.head_office_phone_number}}’ inside your template, once the email is sent to a contact, they will see 1300123123 as per the value we assigned.

You can use as many custom values as you like as you can see in the above image, we are utilising many custom values to really personalise the email.

Similarly, you can also add custom values into your workflows by clicking into ‘Automation’ and selecting the workflow you would like to add a custom value to.

Once you have selected the workflow, you can then add the custom value to an SMS or email action.

Simply click on the action and locate where in the message you would like the custom value to be inserted. You can then click on the ‘Custom Values’ dropdown and again click through to ‘Custom Values’ which will show you all of your custom values created in your settings. You can then select your desired custom value.

This will then insert it into the message where once it is sent to the contact, it will be replaced with the appropriate value that was assigned to this custom value in your settings area.