Settings: Custom Values

Custom Values, or Merge Fields, 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 , by automating information so you can send out customized communication more quickly. For example, an email templated can say "Hey {{ contact.name }}" and 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 :

• 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 }}

Some custom values are by default built into , for most commonly used things like name, email, phone number, etc. These standard custom values are useful for common merge fields, such as a greeting/intro to an email like ""Hey {{ contact.name }}". To view all the custom values in , navigate to any 

You can also create your own custom values specifically for . These can be useful if you want to set up automation by pre-setting defined values. (In the example below, the "Custom Email" will always populate test@demoaccount, so you won't have to type it out every time.)

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.

• Now, the email intro essentially says "Hey _____," and will automatically pull the first name of each contact into the email when it's sent out.

NOTE: the custom values used in this example contain a space between the symbols { } but in actual usage there will be no space between the symbols and text.