How To Update ‘Custom Values’

Custom values can be used to auto generate links to appointments, or common recurring items that limits redundancy on your end

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 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.