Utilizing Custom Values

Custom values are a powerful feature in your CRM, simplifying repetitive tasks and allowing you to personalize emails, SMS messages, funnels, websites, and more. There are eleven (11) categories of custom values available throughout your CRM: Contact, User, Appointment, Calendar, Campaign, Message, Account, Right Now, Attribution, Invoice, and Payment Link.

Contact Custom Values

The Contact category allows you to incorporate various contact-related details into your communications. These may include the contact's name, address, phone number, birthday, source of contact, and website. By including such personalized information, you can create tailored and engaging communications that resonate with your contacts and strengthen professional relationships.

• Contact - Full Name: {{contact.name}}

• Contact - First Name: {{contact.first_name}}

• Contact - Last Name: {{contact.last_name}}

• Contact - Email: {{contact.email}}

• Contact - Phone Number: {{contact.phone}}

• Contact - Phone Number Raw: {{contact.phone_raw}}

• Contact - Phone (Recommended for trigger links & UTM): Tel - {{contact.phone_raw}}

• Contact - Company Name: {{contact.company_name}}

• Contact - Full Address: {{contact.full_address}}

• Contact - Address 1: {{contact.address1}}

• Contact - City: {{contact.city}}

• Contact - State: {{contact.state}}

• Contact - Country: {{contact.country}}

• Contact - Postal Code: {{contact.postal_code}}

• Contact - Date of Birth: {{contact.date_of_birth}}

• Contact - Source: {{contact.source}}

• Contact - Website: {{contact.website}}

• Contact - ID: {{contact.id}}

User Custom Values

The User category focuses on incorporating team member-specific details into your communications, such as the team member's name, email address, phone number, personalized signature, and calendar link. Including these elements helps establish a direct connection between your team members and clients, fostering trust and rapport.

• User - Full Name: {{user.name}}

• User - First Name: {{user.first_name}}

• User - First Name (lowercase): {{user.first_name_lower_case}}

• User - Last Name: {{user.last_name}}

• User - Last Name (lowercase): {{user.last_name_lower_case}}

• User - Email: {{user.email}}

• User - Phone: {{user.phone}}

• User - Signature: {{user.email_signature}}

• User - Calendar Link: {{user.calendar_link}}

• User - Twilio Phone: {{user.twilio_phone_number}}

• User - Twilio Phone Raw Format: {{user.twilio_phone_number_raw}}

Appointment Custom Values

The Appointment category offers custom values specifically related to appointments, including details such as the scheduled date, start time, cancellation, and reschedule links, as well as an option to add the event directly to the recipient's calendar. These values promote a seamless and organized appointment experience for your clients.

• Appointment - Start Date Time: {{appointment.start_time}}

• Appointment - Start Date: {{appointment.only_start_date}}

• Appointment - Start Time: {{appointment.only_start_time}}

• Appointment - End Date Time: {{appointment.end_time}}

• Appointment - End Date: {{appointment.only_end_date}}

• Appointment - End Time: {{appointment.only_end_time}}

• Appointment - Timezone: {{appointment.timezone}}

• Appointment - Cancellation Link: {{appointment.cancellation_link}}

• Appointment - Reschedule Link: {{appointment.reschedule_link}}

• Appointment - Meeting Location: {{appointment.meeting_location}}

• Appointment - Notes: {{appointment.notes}}

• Appointment - Add to Google Calendar: {{appointment.add_to_google_calendar}}

• Appointment - Add to iCal & Outlook: {{appointment.add_to_ical_outlook}}

Appointment Assigned User Custom Values

Custom values under the Appointment Assigned User category extract information from the team member assigned to a specific contact. This includes details such as the assigned team member's name, email address, phone number, and personalized email signature. These values help facilitate personalized and effective connections between team members and contacts.

• Appointment - User Full Name: {{appointment.user.name}}

• Appointment - User First Name: {{appointment.user.first_name}}

• Appointment - User Last Name: {{appointment.user.last_name}}

• Appointment - User Email: {{appointment.user.email}}

• Appointment - User Phone: {{appointment.user.phone}}

• Appointment - User Phone Raw: {{appointment.user.phone_raw}}

• Appointment - User Signature: {{appointment.user.email_signature}}

• Appointment - User Twilio Phone: {{appointment.user.twilio_phone_number}}

Calendar Custom Values

The Calendar category allows you to incorporate the name of a specific calendar into your communications, such as emails, SMS messages, and funnel/website pages. This ensures that your clients and team members are always up-to-date on relevant scheduling details, promoting better organization and time management.

• Calendar - Name: {{calendar.name}}

Campaign Custom Values

The Campaign category enables you to utilize specific campaign-related data to personalize and optimize your marketing efforts. By embedding dynamic campaign content into communications, you can ensure that messages are contextually relevant and tailored to each recipient, enhancing targeting and streamlining campaign execution.

• Campaign - Event Date & Time: {{campaign.event_date_time}}

• Campaign - Event Date: {{campaign.event_date}}

• Campaign - Event Time: {{campaign.event_time}}

Message Custom Values

The Message category allows you to include the content of a message directly into emails and SMS communications, making it convenient for efficient customer follow-ups. This ensures that your clients receive all the necessary information promptly, enhancing the quality of customer interactions and fostering strong, lasting relationships.

• Message - Body: {{message.body}}

Account Custom Values

The Account category is designed to centralize and manage key account information, allowing you to incorporate this data into your workflows and communications. This ensures that account details are consistently applied across your marketing and service efforts, fostering a more organized and effective customer management system.

• Account - Name: {{location.name}}

• Account - Full Address: {{location.full_address}}

• Account - Address Line 1: {{location.address}}

• Account - City: {{location.city}}

• Account - State: {{location.state}}

• Account - Country: {{location.country}}

• Account - Postal Code: {{location.postal_code}}

• Account - Email: {{location.email}}

• Account - Phone: {{location.phone}}

• Account - Website: {{location.website}}

• Account - Logo URL: {{location.logo_url}}

• Account - ID: {{location.id}}

Owner Custom Values

The Owner category provides the option to incorporate details related to the owner of a specific resource or account, such as their name and email address. Including this information in your communications or documentation ensures that the relevant parties are accurately identified and associated with their respective responsibilities.

• Account - Owner First Name: {{location_owner.first_name}}

• Account - Owner Last Name: {{location_owner.last_name}}

• Account - Owner Email: {{location_owner.email}}

Right Now Custom Values

The Right Now category is useful for entering current dates and times into funnel and website pages, ensuring that dates are always up-to-date. Some fields you can include are second, minute, time AM/PM, month, year, and today’s date.

• Right Now - Second: {{right_now.second}}

• Right Now - Minute: {{right_now.minute}}

• Right Now - Hour 24h Format: {{right_now.hour}}

• Right Now - Hour AM/PM Format: {{right_now.hour_ampm}}

• Right Now - Time 24h Format: {{right_now.time}}

• Right Now - Time AM/PM Format: {{right_now.time_ampm}}

• Right Now - AM/PM: {{right_now.ampm}}

• Right Now - Day: {{right_now.day}}

• Right Now - Day of the Week Extended English: {{right_now.day_of_week}}

• Right Now - Month: {{right_now.month}}

• Right Now - Name of Month: {{right_now.month_name}}

• Right Now - Month Extended English: {{right_now.month_english}}

• Right Now - Year: {{right_now.year}}

• Right Now - Date (month/day/year): {{right_now.middle_endian_date}}

• Right Now - Date (day/month/year): {{right_now.little_endian_date}}

Attribution Custom Values

The Attribution category is great for tracking where customers come from. Fields include session source, URL, campaign, UTM source, referrer, and contact ID. This category is broken down into first and last, allowing you to track both the initial and most recent sources of customer interactions.

First Attribution

• Attribution - First Session Source: {{contact.attributionSource.sessionSource}}

• Attribution - First URL: {{contact.attributionSource.url}}

• Attribution - First Campaign: {{contact.attributionSource.campaign}}

• Attribution - First UTM Source: {{contact.attributionSource.utmSource}}

• Attribution - First UTM Medium: {{contact.attributionSource.utmMedium}}

• Attribution - First UTM Content: {{contact.attributionSource.utmContent}}

• Attribution - First Referrer: {{contact.attributionSource.referrer}}

• Attribution - First Campaign ID: {{contact.attributionSource.campaignId}}

• Attribution - First FB ClickID: {{contact.attributionSource.fbclid}}

• Attribution - First Google ClickID: {{contact.attributionSource.gclid}}

Latest Attribution

• Attribution - Last Session Source: {{contact.lastAttributionSource.sessionSource}}

• Attribution - Last URL: {{contact.lastAttributionSource.url}}

• Attribution - Last Campaign: {{contact.lastAttributionSource.campaign}}

• Attribution - Last UTM Source: {{contact.lastAttributionSource.utmSource}}

• Attribution - Last UTM Medium: {{contact.lastAttributionSource.utmMedium}}

• Attribution - Last UTM Content: {{contact.lastAttributionSource.utmContent}}

• Attribution - Last Referrer: {{contact.lastAttributionSource.referrer}}

• Attribution - Last Campaign ID: {{contact.lastAttributionSource.campaignId}}

• Attribution - Last FB ClickID: {{contact.lastAttributionSource.fbclid}}

• Attribution - Last Google ClickID: {{contact.lastAttributionSource.gclid}}

Invoice Custom Values

The Invoice category within your CRM's custom fields allows you to integrate specific invoice-related details, such as invoice numbers, due dates, or amounts, directly into your communications. This feature streamlines billing processes by ensuring clients receive timely and accurate invoice information, enhancing transparency and efficiency in your customer interactions.

• Invoice - Name: {{invoice.name}}
• Invoice - Number: {{invoice.number}}
• Invoice - Issue Date: {{invoice.issue_date}}
• Invoice - Due Date: {{invoice.due_date}}
• Invoice - Sub Total: {{invoice.sub_total}}
• Invoice - Discount Amount: {{invoice.discount_amount}}
• Invoice - Tax Amount: {{invoice.tax_amount}}
• Invoice - Total Amount: {{invoice.total_amount}}
• Invoice - Title: {{invoice.title}}
• Invoice - URL: {{invoice.url}}

Company Custom Values

• Invoice - Company Name: {{invoice.company.name}}

• Invoice - Company Phone: {{invoice.company.phone}}

• Invoice - Company Address: {{invoice.company.address}}

• Invoice - Company City: {{invoice.company.city}}

• Invoice - Company State: {{invoice.company.state}}

• Invoice - Company Country: {{invoice.company.country}}

• Invoice - Company Website: {{invoice.company.website}}

• Invoice - Company Logo: {{invoice.company.logo}}

Customer Custom Values

• Invoice - Customer Full Name: {{invoice.customer.name}}

• Invoice - Customer First Name: {{invoice.customer.first_name}}

• Invoice - Customer Last Name: {{invoice.customer.last_name}}

• Invoice - Customer Phone: {{invoice.customer.phone}}

• Invoice - Customer Email: {{invoice.customer.email}}

• Invoice - Customer Company: {{invoice.customer.company}}

• Invoice - Customer Address: {{invoice.customer.address}}

• Invoice - Customer City: {{invoice.customer.city}}

• Invoice - Customer State: {{invoice.customer.state}}

• Invoice - Customer Postal Code: {{invoice.customer.postal_code}}
  
  

Sender Custom Values

• Invoice - Sender Name: {{invoice.sender.name}}

• Invoice - Sender Email: {{invoice.customer.email}}
  
  

Card Information Custom Values

• Invoice - Card Brand: {{invoice.card.brand}}

• Invoice - Card Last 4 Digits: {{invoice.card.last4}}
  
  

Payment Link Custom Values

The Payment Link category enables you to embed direct payment links into your emails and SMS communications, making it easy for clients to complete transactions. This feature streamlines the payment process, leading to faster payments and improved cash flow.

• Payment Link - Name: {{paymentLink.link_name}}

• Payment Link - URL: {{paymentLink.url}}

• Payment Link - Account Name: {{paymentLink.account_name}}

• Payment Link - Sender Name: {{paymentLink.sender_name}}

• Payment Link - Sender Email: {{paymentLink.sender_email}}

• Payment Link - Total Amount: {{paymentLink.total_amount}}

• Payment Link - Total After Trial: {{paymentLink.total_after_trial}}
  
  

Contact Custom Values

• Payment Link - Contact First Name: {{paymentLink.contact.first_name}}

• Payment Link - Contact Last Name: {{paymentLink.contact.last_name}}

• Payment Link - Contact Phone: {{paymentLink.contact.phone}}

• Payment Link - Contact Email: {{paymentLink.contact.email}}

• Payment Link - Contact Address: {{paymentLink.contact.address}}

• Payment Link - Contact City: {{paymentLink.contact.city}}

• Payment Link - Contact State: {{paymentLink.contact.state}}

• Payment Link - Contact Postal Code: {{paymentLink.contact.postal_code}}
  
  

Sender Custom Values

• Payment Link - Sender Name: {{paymentLink.sender.name}}

• Payment Link - Sender Email: {{paymentLink.sender.email}}
  
  
  

Product Custom Values

• Payment Link - Product Name: {{paymentLink.product.name}}

• Payment Link - Product Currency Symbol: {{paymentLink.product.currency_symbol}}

• Payment Link - Product Currency Code: {{paymentLink.product.currency_code}}

• Payment Link - Product Image URL: {{paymentLink.product.imageUrl}}

• Payment Link - Product Trial Period: {{paymentLink.product.trial_period}}