Custom Values

Custom values make your CRM run on autopilot. When set up correctly, you can eliminate most of the repetitive actions you have to perform when sending emails, building websites/funnels etc.

Adding a New Custom Value

You can create your own custom values as per your requirements. Below is how you can do it.

Name

Here you will see the name you have given to the specific custom value.

Key

Key is a unique value generated by the system for each of the custom value you have created. As shown in the image below, you will always use the value shown in the "Key" area.

Value

Value refers to the information you would like the system to populate when you select a particular custom value. User need to fill this information based on their objective. If you have a custom value with the name and you want your system to use one of your phone number then you would need to first add the phone number for the system to use it.

Delete Custom Value

Lets you delete the selected custom value.

Editing of a Custom Value

This will let you edit the existing custom value settings. Clicking on this tab will open up a page where you will be able to edit the custom value settings.

Editing Custom Value Settings

1. Name your custom value

2. Enter the value your would like to be used.

3. Save the settings