Click on the "New Custom Value" button in the top right, then enter the Name, Value (Information you want to be filled in) and folder if you have one you'd like this Custom Value to reside within:

Once filled in (Folder is optional), click Create to generate that Custom Value:
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Click on the pencil icon to the right of the custom value you wish to edit:

If you wish to edit the custom value name, replace the name in the input box with the new name, then click update:

If you wish to edit the information in the custom value, replace the information in the input box with the new data, then click update:

If you wish to change what folder the Custom Value is within, click on the Folder drop-down, select the new folder, and remember to press update to save:
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Click on the "Add Folder" Button to the top right of the Custom Values page:

Click on the trash can icon to the right of the custom value you wish to delete:

When composing a message, click on the 'tag', then select a folder to view Custom Values within, if you want to use a created/new Custom Value, click "Custom Values", then choose from the list:

Your custom value will be inputted

When the message is sent to the customer, the information is replaced to equal the value you have entered:

In the top right of the Custom Fields menu, select Add Field:
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Select how you'd like your custom field to appear on the contact card, you have the following options:

Click Next in the bottom right.

Enter a name for your field:

Then select the "Object" it should appear within, this can be either the contact card or opportunity card:

Select a group if you would like to organise it in a folder (Optional):

Then enter a placeholder, which appears as light grey text prompting you of possible responses that should be entered into that field when you are using it:

These placeholders will appear like so:

Now select save and your custom field will be available on the Contact or Opportunity cards:

When editing a workflow, select the (+) button to add a new Action:

Then find and click "Update Contact Field"

Then select if you would like to Update, or Clear the value in the custom field at this step in the workflow. For this example we will be updating the value:

Then click the "Add Field" button:

Then click "Select Field" and scroll down until you find the Custom Fields heading:

Then select the Field you wish to use, and enter the value you want this workflow to fill into the field, as the contacts pass through this workflow:

Finally, save your changes in the bottom right before clicking away, then save your workflow.
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Click on the (+) Icon to add a new form element

Then click on Custom Fields:

Then click on the (+ Add) button:

Select how you'd like your custom field to appear on the contact card, you have the following options:

Click Next in the bottom right.

Enter a name for your field:

Then select the "Object" it should appear within, this can be either the contact card or opportunity card:

Select a group if you would like to organise it in a folder (Optional):

Then enter a placeholder, which appears as light grey text prompting you of possible responses that should be entered into that field when you are using it:

These placeholders will appear like so:

Now select save and your custom field will be available on the Contact or Opportunity cards:

Click on the (+) Icon to add a new form element

Then click on Custom Fields:

Then select if you want to look through the Custom Fields created for the Contact or Opportunity card:

Click and drag the Custom Field you want to add to the form, into the form where you wish to place it: