How to Create and Use Custom Values

Custom Values are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save time and maximize your system, by automating information so you can send out customized communication more quickly. For example, an email templated can say "Hey {{ contact.name }}" and it will auto-populate the name of the contact so you can send a personal email to a group of contacts or through an ongoing campaign that leads are consistently being added to.

Here are some common examples of custom values you may use in your system:

• Contact > Full name: {{ contact.name }}
• Contact > First name: {{ contact.first_name }}
• Contact > Last name: {{ contact.last_name }}
• Contact > Email: {{ contact.email }}
• Contact > Phone: {{ contact.phone }}
• Contact > Company name: {{ contact.company_name }}
  
  

As you can see there are some custom values already built into your system for commonly used things like name, email, phone number, etc. To view all the custom values in your system, go to settings and then select Custom Values from the left hand Nav bar.

You can also create your own custom values specifically for your business/system. These can be useful if you want to set up automation by pre-setting defined values. These can used for almost anything from urls to links to logos to phone numbers and even offers.

Step 1: Creating Custom Values

• You can create your own custom values by navigating to Settings > Custom Values

• Click +Add Custom Value to create a new one.
• You can click the trashcan icon to delete an existing one, or the pencil icon to edit.
• These will be pre-set custom values with a defined value. 

Step 2: Using Custom Values

You can add a standard or self-created Custom Value into an email or SMS template, trigger, campaign, and more.

• Navigate to the communication you wish to customize. 
  • In the video example, we use a trigger set up to send a custom email.
  • In the screenshot example below, we are sending a bulk email from the Contacts section.
• Choose "Custom Values" and the dropdown menu will appear (with sub-menus).

• Click the value you wish to use, and it will be added into the body of the message.