Creating a Custom Value

Step by step

Build your first custom value

Here is the whole trip, from Search to a saved value.

1

Open the page

Click Search at the top of your screen and type Custom Values, then open it.

2

Click Add

Click the blue + Add Custom Value button. A small form opens.

3

Type a Name

Use a plain label you will understand in two seconds, like Booking Link. This is what you see in lists and pickers.

4

Add the Value

Paste or type the actual text that gets inserted, such as your booking page link, a phone number, or a promo line.

5

Pick a folder if offered

If you see a folder choice, pick one. If you have no folders yet, skip it.

6

Save

Click Save. Your new value shows up in the list with its merge field key.

Change it later

Edit and delete

The three dots on a row are where the magic happens.

Change once, update everywhere

Click the three dots, choose Edit Custom Value, change the Value box, and save. Everything that uses it now shows the new words.

You do not open any email or page
The name and key stay the same

Use it for retired values

Delete Custom Value removes it for good. Anything still pointing to it will show a blank spot afterward.

Check where it is used first
Never test delete on a value you need

Key terms

Definitions

Tap any term to expand it.

The plain label you see in lists and pickers for a custom value.

The actual text that gets inserted into a message or page.

The merge field key your software builds from the name you typed.

The menu choice that lets you change the words a value holds.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Create a custom value for your business phone number or your booking link.

Find its row in the list and look for its merge field key.

Open the three-dot menu, choose Edit Custom Value, change one word, and save.

⚡ Tips

Pick a name that future you will understand in two seconds.
The key is built from your name, so choose the name with care.
You will pick values from a list later, so you do not need to memorize any key.
Do not delete a value until you know nothing still uses it.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which box holds the actual text that gets inserted?

What happens after you edit a value and save?

The button you click to start a new one is + Add Custom ____.

If you delete a value that is still in use, those spots will show a ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

✏️ Name my custom values

You are a clear-writing helper helping me name custom values in my software. My context: - [my business and what I sell] - [the five things I want to store] - [who else may use my account] Give me: - A plain name for each value - One example value for each name - Names that stay easy to read in a picker list Keep names under four words. Finish by asking me: "Do any of these names feel confusing to you?"

🛡️ Make a safe delete checklist

You are a careful settings coach helping me delete custom values without causing blanks. My context: - [the value I want to remove] - [where I think it is used] - [how many emails and texts I have] Give me: - A short checklist to run before I delete - Places to look for where a value is used - A safer plan if I am not sure Use plain words and short bullets. Finish by asking me: "Which value are you thinking of deleting first?"