Custom Values

Custom values are account-level variables — think of them as global constants for your CRM. Instead of typing your business name, booking link, or support email into every template by hand, you define each value once and reference it everywhere with a merge token. Change the value in one place and it updates across every message, funnel, and workflow that uses it.

Custom Values are defined once here and reused everywhere through their merge token.

What custom values are

A custom value is a named piece of information that’s the same for everyone in your account. Common examples include:

• Your business or brand name
• Your booking/calendar link
• Support email and phone number
• Office hours or business address
• A standard discount code or promotional URL

Each one gets a name and a value, and you reference it using a token like {{custom_values.business_name}}.

Custom values vs. custom fields

These two features sound similar but solve opposite problems.

	Custom values	Custom fields
Scope	Account-wide — same for everyone	Per-contact — different for each person
Example	Your business phone number	The contact’s birthday
Token	{{custom_values.name}}	{{contact.field_name}}
Change once, applies	Everywhere it’s used	Only to that one contact

In short: custom values are about your business; custom fields are about each contact.

Creating a custom value

1. Open Settings → Custom Values.
2. Click Add Custom Value (or New Custom Value).
3. Enter a clear name — for example, “Booking Link.”
4. Enter the value — for example, your full calendar URL.
5. Save.

The value is now available account-wide as a merge token.

Referencing a custom value

Anywhere you can insert merge fields — emails, SMS, funnels, websites, and workflow actions — you can reference a custom value. Use the personalization/merge-field picker and look under the custom values category, or type the token directly:

Book your call here: {{custom_values.booking_link}}

When the message sends, the token is replaced with the current value.

Good use cases

Tip

Custom values shine for any detail that appears in many places but might change over time:

• Booking link — swap calendars without editing dozens of templates.
• Promo code or seasonal offer — update one value to refresh every campaign.
• Support contact info — keep every automated message consistent.
• Business name and address — reuse across funnels, emails, and footers.

A single source of truth

Note

The real payoff is maintenance. When your booking link, phone number, or hours change, you update the custom value once and every email, SMS, funnel, and workflow that references it stays correct automatically — no hunting through templates. Build the habit of using a custom value for any repeated business detail from day one.