Accessing and using custom values is quick and easy, and HighLevel makes it very intuitive for you and your customers to not only start using custom values but also understand the WHY & HOW. There are many different areas within your HighLevel sub-account(s) where you can access and use custom values, including:
1. Conversations
While in the conversations section, you can use custom values while messaging back and forth with prospects and customers!
You can use custom values in EVERY type of communication channel supported by HighLevel such as SMS, Email, Facebook Messenger, Instagram Messaging, WhatsApp, and more!
2. Automations (Workflows)
While building workflows, you can add custom values in so many places to help personalize your automation, messaging, and notifications based on the custom values being added.
3. Websites & Funnels
You can add custom values directly inside your website and funnel pages to give your websites and funnels a flare of personalization and speak directly to your prospects and customers.
In order to utilize custom values inside of websites and funnels, the prospect or customer visiting the page must have stored data from previously submitting a form or booking an appointment on your website or funnel.
You can also add custom value data into the URL address bar using Trigger Links (click here to learn more about Trigger Links).
4. Email Campaigns & Templates
When building email templates and email campaigns inside the Marketing section, you can add custom values in a few different areas to add personalization to your emails.
You can add custom values in the copy of the email, in the subject line, in the email description, and even in the "from name" and "from address".
5. Social Planner
Adding custom values in your social media posts can make posting fast and easy, and also add personalization to your posts no matter who is submitting the post