How to Use Custom Values

Custom values are reusable pieces of information — a phone number, a business address, a discount code, a support email — that you set once and reuse everywhere.

Why they're useful

If your support phone number appears in twenty different email templates and it changes, with a custom value you update it in one place and it updates everywhere it's referenced.

Creating a custom value

1. Go to Settings > Custom Values.
2. Click + Add Custom Value.
3. Give it a clear name and enter the value.
4. Choose a folder to keep it organized.
5. Save.

Editing or deleting

Find the value in your list, click the three-dot menu, and choose Edit Custom Value or Delete Custom Value.

Where you can use them

Insert a custom value using merge tag syntax (like {{custom_values.support_phone}}) inside email/SMS templates, workflow automations, website/funnel pages, conversation templates, and social media posts.

A good starting set

Create custom values for your business phone number, address, support email, current promotional offer, and business hours.