How To Use Custom Values

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 can help maintain consistency across your content. In this guide, we'll walk you through setting up custom values and integrating them into various tools within your account.

Access Custom Values

Begin by clicking on Settings in the left menu and navigating to Custom Values. Here, you can create custom values for various purposes, such as company details, offers, logos, and more.

Create a Custom Value

Click on Add Custom Value. A new window will prompt you to enter a name and a value for your custom value.

For example, if you want to create a custom value for a promotional offer, you could name it “Offer” and set the value to “50% Off.” 

You can also save links as custom values for logos and images - insert the link in the value field on the pop-up modal. Once you've entered the details, click Create to store your new custom value. It will now appear in your list of custom values.

Copy the custom value by pressing the copy icon associated with the value.

Using Custom Values in Funnels

Navigate to the Sites section and select a funnel to open it, or create a new funnel according to your preferences.

Click on the funnel page that you want to edit and choose to edit it in the current tab or a new tab.

To add a custom value, click the Add Element button and select an element that supports custom values, such as text elements, images, videos, and buttons. In this guide, we will demonstrate how to add a custom value to a paragraph element.

Paste the custom value key within the paragraph element in your funnel using Ctrl+V. Alternatively, open the Custom Value Picker by typing “{” or highlighting a text.

Using Custom Values in Conversations

Custom values can also be used in Conversations to dynamically insert discount codes, product URLs, or other static information into the message. This feature is supported across all communication channels, promoting efficiency and consistent communication. Click the “+” sign within a chat to utilize custom values!

Using Custom Values in the Social Planner

When creating a new post in the Social Planner, incorporating custom values can streamline the posting process, making it faster and more efficient and ensuring that each post is tailored to your brand identity.

Using Custom Values in Templates

When creating email templates and campaigns, you can incorporate custom values in various areas to personalize your emails. Custom values can be added to the email body, subject line, email description, and even the "From Name" and "From Address" fields within the template settings to enhance the relevance and engagement of your communications.

Custom Values can also be implemented in Snippets, Automation, Courses, and more! Whether you’re setting up offers, logos, or any other key data, custom values will save you time and maintain consistency across your content.