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 your system, by automating information so you can send out customized communication more quickly. For example, an email templated can say "Hey {{ contact.name }}" and it 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 your system:
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 your system, 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 }}".
You can also create your own custom values specifically for your business/system. 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.)
There are some basic 'Custom Values' that we set up for you when you first set up your Grow account. You just need to populate the values with the appropriate links. These "Custom Values" you'll need to set up for the very first time include:
Appointment Type (name you use i.e; ‘No Sweat Intro’ - ‘Free Trial’ - or - ‘Consultation’ etc...)
Drop in Value ($)
Facebook Group Link (if using)
Google Review Link
Intro Booking Link (*only if using appts)
Lead Value ($)
Nutrition Value ($)
PP Trial Link (*if using trials)
Pricing lower end (Lowest $ option)
Upper Pricing Option (Highest $ Point)
Workout Tracking app (Name)
NOTE: you can create as many custom values as you want, but in the beginning we recommend you keep things simple and work on only the basic ones when you first set up your account.
2. Click on: "Custom Values" from the menu
3. Click on the custom value you wish to edit
4. Click on: "The edit pencil symbol"
5. Edit the custom value: Add the name of the value
6. Add the link in the "value field"
7. to get the link for an appointment for example, go to calendars on the menu
8. Select the calendar you want to get the link from and hit the 3 dots
9. Copy the url for the appointment and copy to your clip board
10. Go back to custom values. Open the edit screen. Paste the link in the "Value" bar
11. Overview of what the finished custom value looks like
12. Click on: "Save"
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 the system 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.