Custom Values are a powerful feature in your CRM, making repetitive tasks easier to manage and letting you personalise emails, SMS messages, funnels, websites, and more. There are eleven (11) categories of custom values you can use throughout the CRM: contact, user, appointment, calendar, campaign, message, account, right now, attribution, invoice, and payment link.

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Contact

The contact category lets you pull various contact-related details into your messages. These can include the contact's name, address, phone number, birthday, source, and website. Adding this personalised information helps you create tailored, engaging communications that resonate with your contacts and strengthen your 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}}

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User

The user category covers team member details you can include in your communications. This can encompass information such as the team member's name, email address, phone number, personalised signature, and a link to their calendar. Including these elements helps establish a more direct connection between your team members and clients, building trust throughout your business interactions.

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}}

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Appointment

The appointment category offers custom values specific to appointments, letting you include relevant details such as the scheduled date, start time, cancellation and reschedule links, and an option to add the event directly to the recipient's calendar.

Including these appointment-specific elements in your communications gives clients all the information they need, supporting a smooth and well-organised appointment experience.

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}}

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Appointment Assigned User

Custom values in the assigned user category pull information from the team member designated to a specific contact. This includes details such as the assigned team member's name, email address, phone number, and personalised email signature. Using these custom values helps create a more personalised and effective connection between the assigned team member and the contact, fostering a stronger relationship and supporting better collaboration.

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}}

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Calendar

The Calendar category lets you include the name of a specific calendar in various communication formats, such as emails, SMS messages, and funnel or website pages.

This makes it straightforward to weave calendar-related information into your communications, keeping clients and team members up to date on relevant scheduling details and supporting better organisation and time management.

Calendar - Name - {{calendar.name}}

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Campaign

The campaign category lets you use specific campaign-related data to personalise and optimise your marketing. By embedding dynamic campaign content into emails, SMS, and other communications, you can ensure messages are contextually relevant and tailored to each recipient. This improves targeting and streamlines campaign execution, leading to more effective marketing.

Campaign - Event Date & Time - {{campaign.event\_date\_time}}

Campaign - Event Date - {{campaign.event\_date}}

Campaign - Event Time - {{campaign.event\_time}}

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Message

The message category lets you include the content of a message directly in emails and SMS communications, which is handy for efficient customer follow-ups. This ensures your clients receive all the information they need on time, improving the quality of your interactions and helping build lasting relationships.

Message - Body - {{message.body}}

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Account

The Account category is designed to centralise and manage key account information, letting you pull this data into your workflows and communications. Using this feature ensures account details are applied consistently across your marketing and service activity, supporting a more organised approach to customer management.

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}}

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Owner

The owner category lets you include various 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 helps ensure the relevant parties are clearly identified and linked to their respective responsibilities, supporting clear communication and effective collaboration.

Account - Owner First Name - {{location\_owner.first\_name}}

Account - Owner Last Name: {{location\_owner.last\_name}}

Account - Owner Email - {{location\_owner.email}}

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Right Now

The right now category is great for inserting live dates and times into funnel and website pages to ensure content stays current. 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}}

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Attribution

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 split into first and last, so you can track both the first source customers came from and the most recent one.

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First

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

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

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

Attribution - First UM Source - {{contact.attributionSource.utmSource}}

Attribution - First UM 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 Clickld - {{contact.attributionSource.fbclid}}

Attribution - First Google Clickld - {{contact.attributionSource.gclid}}

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Latest

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

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

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

Attribution - Last UM Source - {{contact.lastAttributionSource.utmSource}}

Attribution - Last UM 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 Clickld - {{contact.lastAttributionSource.fbclid}}

Attribution - Last Google Clickld - {{contact.lastAttributionSource.gclid}}

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Invoice

The Invoice category in the CRM lets you pull specific invoice-related details, such as invoice numbers, due dates, or amounts, directly into your communications. This streamlines billing by ensuring clients receive timely and accurate invoice information, improving 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 }}

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Company

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 }}

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Customer

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 }}

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Sender

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

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

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Card Information

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

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

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The Payment Link category lets you embed direct payment links into emails and SMS messages, making it straightforward for clients to complete transactions. This simplifies the payment process, giving clients quick access to the payment options they need, which can help speed up payments and improve cash flow. Using this category makes your billing communications more convenient and efficient.

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 }}

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Contact

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 }}

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Sender

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

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

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Product

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 }}

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