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How to create custom values to reuse text

In Settings › Custom Values, click New Custom Value, give it a name and a value, and save. Then insert the value's code in messages, templates and pages; when you change the value, it updates everywhere.

Updated on

Before you start

  • You need access to the account's Settings.
  • Think about the text you repeat a lot: opening hours, address, booking link, manager's name, and so on.
Where to find it

Settings › Custom Values › New Custom Value

Step by step

  1. Open Settings and click Custom Values.
  2. Click New Custom Value in the top right.
  3. In Name, enter a clear name, for example Store hours. The system builds the key from the name, for example {{custom_values.store_hours}}.
  4. In Value, enter the text that should appear, for example Mon–Fri, 9am–7pm.
  5. Optionally, choose a Folder to keep things organized.
  6. Click Save.
  7. To use the value, open the editor of a message, email or page, click Custom Values and pick it from the list.

Organize and edit

  1. On the Folders tab, click Add New Custom Value Folder to create a folder. Each value can be in only one folder, and folders can't be nested.
  2. In the All Values list, use a value's three-dot menu to Move to Folder, Edit or Delete.
  3. For several values at once, tick the checkboxes and use Bulk Actions to move or delete them.

Tips

  • Use custom values for anything that might change: you'll only need to update the value once.
  • Use the search box at the top of the list to find a value quickly.

Common problems

  • I renamed the value and the code is still the old one → That's expected: changing the name doesn't change the key. Keep using the original key or create a new value.
  • The code shows up instead of the text when sending → The code is mistyped. Insert it again from the Custom Values button instead of typing it by hand.
  • I deleted a value that was in use → Messages that used it no longer show the text. Create it again with the same name and check that the key matches.

Frequently asked questions

What's the difference between a custom value and a custom field?

A custom value is the same for the whole account (for example, opening hours). A custom field stores different data for each contact.

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