Custom Values let you store detailed, contact-specific information within the CRM. After a Custom Field is created, it becomes visible on every contact’s profile. These fields help you track business-specific data and can be referenced across various features like emails, SMS messages, notes, and more.
To create a Custom Field, first go to “Settings” > “Custom Fields.”
This section displays the default fields provided for each sub-account, along with any Custom Fields that have been previously added. Keep in mind that Custom Fields are specific to each sub-account and are not shared across other sub-accounts.
Click the “Add Field” button at the top right of the screen and select the field type you’d like to use.
Next, add the required information into the input boxes, including “Name,” “Group,” and the “Option Name” and “Option Value” if you are adding a Custom Field type with multiple options.. Then, click “Save”
Why Does This Error Appear ? When a payment method is added, the HighLevel checks the ZIP code through our payment service provider. This verification is handled on the provider’s end and acts as an extra layer of security to help prevent fraudulent card usage. If the ZIP code entered doesn’t align with the one […]
What are Custom Values? Custom values are user-created data fields designed to hold and manage specific pieces of information within a system or platform. They enable users to efficiently organize, access, and use personalized or standardized data across different use cases. These values are commonly applied in systems like HighLevel’s, marketing automation tools, and similar […]
This article breaks down merge fields and custom variables, covering various types like custom fields, custom values, custom objects, and custom links (including trigger and payment links). You’ll discover how to use these tools to tailor your messaging and streamline automation in your workflows. What are Merge Fields and Custom Variables? Merge fields and custom […]
SMS opt-in campaigns, also known as “text-in campaigns,” are ideal for businesses utilizing billboards or direct mail. These campaigns allow customers to redeem offers by texting a designated keyword to the provided number. The foundation of successful SMS opt-in campaigns lies in your “Customer Replied” Workflow Trigger, which should be structured similarly to this:
What are Workflow Campaigns? Workflow campaigns encompass all email actions within a given workflow, enabling you to oversee and evaluate communications triggered by different workflow steps. They provide a complete perspective on how each email action performs within the workflow. To simplify your analysis, we’ve introduced an enhanced method to view statistics for all your […]
What Are Forms/ Surveys Elements? The Forms/Surveys element enables you to incorporate both pre-designed and custom feedback forms, including 1-10 scoring, like/dislike options, and 5-star ratings. This feature streamlines response collection and analysis, accessible through the Submissions tab within campaign statistics. When to Use It: How to Use:
What is a Conditional Element? A conditional element lets you show specific content, like images or text, only when a contact meets certain criteria. This helps you personalize your messaging automatically for each individual. When Can You Use Them? Benefits How to Use Conditional Elements:
What’s New? How to Use It: Note: Currently, the checklist highlights mandatory fields and identifies errors in custom fields. Moving forward, we plan to enhance it by including email limit warnings, content issues, and more.
When to Use Automated Tagging? Contacts can be automatically tagged according to their behavior, simplifying the organization of the contact database. Here are some examples of use cases that can be achieved with this functionality. Key Benefits Personalization: Automatically tag users based on their actions, like clicks or opens, to send targeted follow-up emails that […]