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What are custom values?
Custom values are account-level variables that you define and can insert into any template, automation, email, SMS, or funnel page. They work like placeholder variables — you define the value once, and any template that references that variable automatically displays the correct content. Example use cases:{{custom_values.business_phone}}— your business phone number used in email footers{{custom_values.promo_code}}— a seasonal promo code inserted into all campaign emails{{custom_values.booking_link}}— your calendar booking URL used across SMS and email templates{{custom_values.support_email}}— your support email address for consistent use in automations
Creating a custom value
Add a folder (optional)
Organize your custom values by creating folders. Click Add Folder and name it (e.g., “Business Info”, “Promotions”, “Links”).
Name and set the value
- Name — a descriptive label (e.g., “Support Phone Number”)
- Value — the actual content to insert (e.g., “(555) 123-4567”)
Using custom values in templates
Custom value variables can be inserted into:- Email templates — paste the variable into the email body or subject line
- SMS templates — insert into message body
- Workflow actions — use in send message, send email, or update field actions
- Funnels and websites — insert into page text using the variable syntax
- Snippets — create reusable message snippets that reference custom values
- Documents and contracts — insert into contract templates