Touring Custom Values Settings

Tour the page

Four things to know on the page

Click Search at the top of your screen and type Custom Values, then open it. Here is what you will see.

One row per value

Each row is one custom value. You see its name and the value it holds, which is the actual words or link that gets inserted.

The name is the label you pick from later
The value is the text your customers see

The short code that points to a value

A merge field key is a short code in curly braces. When a message goes out, your software swaps the code for the real words.

You almost never type it by hand
Look for it next to each value or in the picker

Find things fast

Use the search box above the list and type part of a name to narrow it down. Folders are labeled drawers that keep a long list tidy.

Search works on part of a name
Group related values in one folder

Add, edit, delete

The blue + Add Custom Value button creates a new one. The three dots on a row open Edit Custom Value and Delete Custom Value.

Edit changes the words
Delete removes the value, so check first

Why it matters

What belongs in Custom Values

Store anything that is the same for every customer but changes once in a while.

📞

Business phone number

Change it once and every email and text shows the new number.

🔗

Booking link

Always send the current link with no copy and paste.

🎉

Promo or holiday text

Swap the wording when the promo ends without opening each message.

🎨

Brand color

Keep one code in one place and reuse it where it is needed.

Key terms

Definitions

Tap any term to expand it.

A saved piece of text, like a phone number or link, that your whole account can reuse.

The short code in curly braces that points to a custom value.

A labeled drawer that groups related custom values.

The list in a message or email editor where you choose a value to insert.

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

Search for Custom Values, open it, and look over your full list.

Type a few letters in the search box and watch the list narrow down.

Write down three things you retype all the time, like your phone number and booking link.

⚡ Tips

Use Custom Values for things that are the same for every customer.
Click the three dots on a row to see Edit Custom Value and Delete Custom Value.
Deleting a value that is still in use leaves blank spots in emails, texts, and pages.
You can also find it in your menu, but menus can be renamed, so search is the sure way.

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

What is a custom value best used for?

What does the three-dot menu on a row offer?

The short code in curly braces that points to a value is called the merge field ____.

A long list stays tidy when you group related values in 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.

🔍 List what I retype

You are a software trainer helping me spot what belongs in Custom Values. My context: - [my business and what I sell] - [the messages I send most often] - [things I copy and paste today] Give me: - A list of ten things that should be custom values - A plain name for each one - The messages where each one would be used Use plain words and keep it under 250 words. Finish by asking me: "Which item on this list do you retype most often?"

🗂️ Plan my page tour

You are a scheduling and settings coach helping me explore the Custom Values page. My context: - [how many values I already have] - [who else uses my account] - [what I want to learn first] Give me: - A short checklist for touring the list, search, and menu - Three questions to answer while I look around - A safe way to explore without deleting anything Keep every step to one sentence. Finish by asking me: "What part of the Custom Values page looks most confusing?"