Custom Values are a versatile feature that allows you to efficiently manage and reuse key information across your platform. Whether you’re setting up company details, promotional offers, or logos, custom values help maintain consistency across all your content — define them once, use them everywhere.
Navigate to Settings > Custom Values to get started.
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
Navigate to Custom Values
Go to Settings > Custom Values.
Add a folder (optional)
Organize your custom values by creating folders. Click Add Folder and name it (e.g., “Business Info”, “Promotions”, “Links”).
Create a custom value
Click Add Custom Value (or the + icon inside a folder).
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”)
Save and copy the variable key
After saving, click Copy to copy the variable syntax (e.g., {{custom_values.support_phone_number}}). Paste this into any template or automation where you want the value to appear.
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
Custom values are especially powerful for promotional content. Change the value of {{custom_values.promo_code}} once and every template that references it instantly reflects the new code — no need to update each template individually.
Editing and organizing custom values
Search
Use the search bar at the top of the Custom Values page to find values by name quickly.
Edit a value
Click the edit icon next to any custom value to update its name or content. Changes take effect immediately everywhere the variable is used.
Delete a value
Click the delete (trash) icon next to a value and confirm. Deleted custom values will display as blank wherever they were referenced in templates — review templates before deleting widely-used values.
Organizing with folders
Group related custom values into folders for cleaner organization. Common folder names: Business Info, Links, Promotions, Social Media.
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