Custom Values

Custom Values Getting Started March 11, 2025•10 min read Custom Values are valuable in your CRM, making repetitive tasks easier to manage and personalize emails, SMS messages, funnels, websites, and more! There are eleven (11) categories of custom values that you can utilize throughout your CRM including contact, user, appointment, calendar, campaign, message, account, right now, attribution, invoice, and payment link.

custom values

Contact

Utilizing the custom values feature under the contact category allows you to incorporate various contact-related details into your messages. These may consist of the contact’s name, address, phone number, birthday, source of contact, and website. By including such personalized information, you can create tailored and engaging communications that resonate with your contacts and strengthen your professional relationships.

Contact - Full name - {{contact.name}}

Contact - First name - {{contact.first_name}}

Contact - Last name - {{contact.last_name}}

Contact - Email - {{contact.email}}

Contact - Phone number - {{contact.phone}}

Contact - Phone number Raw - {{contact.phone_raw}}

Contact - Phone (Recommended for trigger links & UTM): Tel - {{contact.phone_raw}}

Contact - Company name - {{contact.company_name}}

Contact - Full Address - {{contact.full_address}}

Contact - Address 1 - {{contact.address1}}

Contact - City - {{contact.city}}

Contact - State - {{contact.state}}

Contact - Country - {{contact.country}}

Contact - Postal Code - {{contact.postal_code}}

Contact - Date of Birth - {{contact.date_of_birth}}

Contact - Source - {{contact.source}}

Contact - Website - {{contact.website}}

Contact - ID - {{contact.id}}

contact

User

The user category focuses on incorporating team member-specific details into your communications. This may encompass information such as the team member’s name, email address, phone number, personalized signature, and a link to their calendar. Including these elements in your messages helps establish a more direct connection between your team members and clients, fostering a sense of trust and rapport throughout your business interactions.

User - Full Name - {{user.name}}

User - First Name - {{user.first_name}}

User - First Name (lowercase) - {{user.first_name_lower_case}}

User - Last Name - {{user.last_name}}

User - Last Name (lowercase) - {{user.last_name_lower_case}}

User - Email - {{user.email}}

User - Phone - {{user.phone}}

User - Signature - {{user.email_signature}}

User - Calendar Link - {{user.calendar_link}}

User - Twilio Phone - {{user.twilio_phone_number}}

User - Twilio Phone raw format - {{user.twilio_phone_number_raw}}

user

Appointment

The appointment category offers custom values that pertain specifically to appointments, allowing you to include relevant details such as the scheduled date, start time, cancellation and reschedule links, as well as an option to add the event directly to the recipient’s calendar.

By incorporating these appointment-specific elements into your communications, you can provide your clients with all the necessary information they need, promoting a seamless and well-organized appointment experience.

Appointment - Start Date Time - {{appointment.start_time}}

Appointment - Start Date - {{appointment.only_start_date}}

Appointment - Start Time - {{appointment.only_start_time}}

Appointment - End Date Time - {{appointment.end_time}}

Appointment - End Date - {{appointment.only_end_date}}

Appointment - End Time - {{appointment.only_end_time}}

Appointment - Timezone - {{appointment.timezone}}

Appointment - Cancellation Link - {{appointment.cancellation_link}}

Appointment - Reschedule Link - {{appointment.reschedule_link}}

Appointment - Meeting Location - {{appointment.meeting_location}}

Appointment - Notes - {{appointment.notes}}

Appointment - Add to Google Calendar - {{appointment.add_to_google_calendar}}

Appointment - Add to Ical&Outlook - {{appointment.add_to_ical_outlook}}

appointment

Appointment Assigned User

Custom values under the assigned user category extract information from the team member who is designated to a specific contact. This includes details such as the assigned team member’s name, email address, phone number, and personalized email signature. By incorporating these custom values into your communications, you can facilitate a more personalized and effective connection between the assigned team member and the contact, fostering a stronger relationship and enhancing collaboration.

Appointment - User Full Name - {{appointment.user.name}}

Appointment - User First Name - {{appointment.user.first_name}}

Appointment - User Last Name - {{appointment.user.last_name}}

Appointment - User Email - {{appointment.user.email}}

Appointment - User Phone - {{appointment.user.phone}}

Appointment - User Phone Raw -{{appointment.user.phone_raw}}

Appointment - User Signature - {{appointment.user.email_signature}}

Appointment - User Twilio Phone - {{appointment.user.twilio_phone_number}}

appointment assigned user

Calendar

The Calendar category provides the capability to incorporate the name of a specific calendar into various communication mediums, such as emails, SMS messages, and funnel/website pages.

This functionality enables you to seamlessly integrate calendar-related information into your communications, ensuring that your clients and team members are always up-to-date on relevant scheduling details, promoting better organization and time management.

Calendar - Name - {{calendar.name}}

calendar

Campaign

The campaign category allows you to utilize specific campaign-related data to personalize and optimize your marketing efforts. By embedding dynamic campaign content into emails, SMS, and other communications, you can ensure that messages are contextually relevant and tailored to each recipient. This feature enhances targeting and streamlines campaign execution, ultimately leading to more effective and impactful marketing strategies.

Campaign - Event Date & Time - {{campaign.event_date_time}}

Campaign - Event Date - {{campaign.event_date}}

Campaign - Event Time - {{campaign.event_time}}

campaign

Message

The message category offers the ability to include the content of a message directly into emails and SMS communications, making it incredibly convenient for efficient customer follow-ups. By utilizing this feature, you can ensure that your clients receive all the necessary information on time, ultimately enhancing the quality of your customer interactions and fostering strong, lasting relationships.

Message - Body - {{message.body}}

message

Account

The Account category is designed to centralize and manage key account information, enabling you to incorporate this data seamlessly into your workflows and communications. By using this feature, you can ensure that account details are consistently applied across your marketing and service efforts, fostering a more organized and effective customer management system.

Account - Name - {{location.name}}

Account - Full Address - {{location.full_address}}

Account - Address Line 1 - {{location.address}}

Account - City - {{location.city}}

Account - State - {{location.state}}

Account - Country - {{location.country}}

Account - Postal Code - {{location.postal_code}}

Account - Email - {{location.email}}

Account - Phone - {{location.phone}}

Account - Website - {{location.website}}

Account - Logo URL - {{location.logo_url}}

Account - ID - {{location.id}}

account

Owner

The owner category provides the option to incorporate various details related to the owner of a specific resource or account, such as their name, and email address. By including this information in your communications or documentation, you can ensure that the relevant parties are accurately identified and associated with their respective responsibilities, fostering clear communication and effective collaboration.

Account - Owner First Name - {{location_owner.first_name}}

Account - Owner Last Name: {{location_owner.last_name}}

Account - Owner Email - {{location_owner.email}}

owner owner

Right Now

The right now category is great for entering dates and times into funnel and website pages to ensure dates are always up-to-date. Some of the fields you can include are second, minute, time AM/PM, month, year, and today’s date.

Right Now - Second - {{right_now.second}}

Right Now - Minute - {{right_now.minute}}

Right Now - Hour 24h Format - {{right_now.hour}}

Right Now - Hour AM/PM Format - {{right_now.hour_ampm}}

Right Now - Time 24h Format - {{right_now.time}}

Right Now - Time AM/PM Format - {{right_now.time_ampm}}

Right Now - AM/PM - {{right_now.ampm}}

Right Now - Day - {{right_now.day}}

Right Now - Day of the week Extended English - {{right_now.day_of_week}}

Right Now - Month - {{right_now.month}}

Right Now - Name of Month - {{right_now.month_name}}

Right Now - Month Extended English - {{right_now.month_english}}

Right Now - Year - {{right_now.year}}

Right Now - Date (month/day/year) - {{right_now.middle_endian_date}}

Right Now - Date (day/month/year) - {{right_now.little_endian_date}}

right-now

Attribution

The attribution category is great for tracking where customers come from, and these fields include items like session source, URL, campaign, UTM source, referrer, and contact ID. This category is broken down into first and last, so you can track the first source that customers come from as well as the last.

attribution

First

Attribution - First Session Source - {{contact.attributionSource.sessionSource}}

Attribution - First URL - {{contact.attributionSource.url}}

Attribution - First Campaign - {{contact.attributionSource.campaign}}

Attribution - First UM Source - {{contact.attributionSource.utmSource}}

Attribution - First UM Medium - {{contact.attributionSource.utmMedium}}

Attribution - First UTM Content - {{contact.attributionSource.utmContent}}

Attribution - First Referrer - {{contact.attributionSource.referrer}}

Attribution - First Campaign ID - {{contact.attributionSource.campaignId}}

Attribution - First FB Clickld - {{contact.attributionSource.fbclid}}

Attribution - First Google Clickld - {{contact.attributionSource.gclid}}

first-attribution

Latest

Attribution - Last Session Source -{{contact.lastAttributionSource.sessionSource}}

Attribution - Last URL - {{contact.lastAttributionSource.url}}

Attribution - Last Campaign - {{contact.lastAttributionSource.campaign}}

Attribution - Last UM Source - {{contact.lastAttributionSource.utmSource}}

Attribution - Last UM Medium - {{contact.lastAttributionSource.utmMedium}}

Attribution - Last UTM Content - {{contact.lastAttributionSource.utmContent}}

Attribution - Last Referrer - {{contact.lastAttributionSource.referrer}}

Attribution - Last Campaign ID - {{contact.lastAttributionSource.campaignId}}

Attribution - Last FB Clickld - {{contact.lastAttributionSource.fbclid}}

Attribution - Last Google Clickld - {{contact.lastAttributionSource.gclid}}

latest-attribution

Invoice

The Invoice category within Go HighLevel custom fields allows you to integrate specific invoice-related details, such as invoice numbers, due dates, or amounts, directly into your communications. This feature streamlines billing processes by ensuring clients receive timely and accurate invoice information, enhancing transparency and efficiency in your customer interactions.

Invoice - Name - {{ invoice.name }}

Invoice - Number - {{ invoice.number }}

Invoice - Issue Date - {{ invoice.issue_date }}

Invoice - Due Date - {{ invoice.due_date }}

Invoice - Sub Total - {{ invoice.sub_total }}

Invoice - Discount Amount - {{ invoice.discount_amount }}

Invoice - Tax Amount - {{ invoice.tax_amount }}

Invoice - Total Amount - {{ invoice.total_amount }}

Invoice - Title - {{ invoice.title }}

Invoice - URL - {{ invoice.url }}

invoice

Company

Invoice - Company Name - {{ invoice.company.name }}

Invoice - Company Phone - {{ invoice.company.phone }}

Invoice - Company Address - {{ invoice.company.address }}

Invoice - Company City - {{ invoice.company.city }}

Invoice - Company State - {{ invoice.company.state }}

Invoice - Company Country - {{ invoice.company.country }}

Invoice - Company Website - {{ invoice.company.website }}

Invoice - Company Logo - {{ invoice.company.logo }}

Company Company

Customer

Invoice - Customer Full Name - {{ invoice.customer.name }}

Invoice - Customer First Name - {{ invoice.customer.first_name }}

Invoice - Customer Last Name - {{ invoice.customer.last_name }}

Invoice - Customer Phone - {{ invoice.customer.phone }}

Invoice - Customer Email - {{ invoice.customer.email }}

Invoice - Customer Company - {{ invoice.customer.company }}

Invoice - Customer Address - {{ invoice.customer.address }}

Invoice - Customer City - {{ invoice.customer.city }}

Invoice - Customer State - {{ invoice.customer.state }}

Invoice - Customer Postal Code - {{ invoice.customer.postal_code }}

Customer

Sender

Invoice - Sender Name - {{ invoice.sender.name }}

Invoice - Sender Email - {{ invoice.customer.email }}

Invoice Invoice

Card Information

Invoice - Card Brand - {{ invoice.card.brand }}

Invoice - Card Last 4 Digits - {{ invoice.card.last4 }}

Card Information

Payment Link

The Payment Link category enables you to embed direct payment links into your emails and SMS communications, making it easy for clients to complete transactions. This feature streamlines the payment process, ensuring that clients have quick access to the necessary payment options, which can lead to faster payments and improved cash flow. By using this category, you can enhance the convenience and efficiency of your billing communications.

Payment Link - Name - {{ paymentLink.link_name }}

Payment Link - URL - {{ paymentLink.url }}

Payment Link - Account Name - {{paymentLink.account_name}}

Payment Link - Sender Name - {{ paymentLink.sender_name }}

Payment Link - Sender Email - {{ paymentLink.sender_email }}

Payment Link - Total Amount - {{ paymentLink.total_amount }}

Payment Link - Total After Trial - {{ paymentLink.total_after_trial }}

Payment Link