How to add customer values in text element ghl

Are you sending generic messages that don’t connect with your customers? Personalizing texts with customer details can greatly improve engagement and make your communications feel more genuine. It’s a simple way to Add customer values in the text element of GoHighLevel (GHL). It’s used to customize messages and make them more personal. Let’s walk through how to create, edit, and manage them step by step.

Let’s start first with some common examples of custom values you may use in the text element ghl:

Contact > Full name: {{ contact.name }}

Contact > First name: {{ contact.first_name }}

Contact > Last name: {{ contact.last_name }}

Contact > Email: {{ contact.email }}

Contact > Phone: {{ contact.phone }}

Contact > Company name: {{ contact.company_name }}

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If you’re stuck or just want to get it done quickly– feel free to schedule a free consultation where one of the GHL’s expert will assist with the process in detail.

What are Custom values?

Custom values are variables that hold personalized data such as contact information or preferences in applications like GoHighLevel (GHL). They assist in the arrangement and additionally in the search of data. In GHL, custom values are used in messages, e-mail, and Web pages, improving customer engagement and interaction.

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Key Features of Custom Values :

Personalization: It is suitable for storing the person’s particulars like the name, contact details, and or preferences.
Efficiency: Allow users to view data across the different systems to avoid copying.
Automation: That’s how you auto-fill fields, create personalized emails, and improve your overall workflow.
Consistency: Copy data and information such as company data, logos, etc.
Flexibility: Specify other values for individual requirements.
Updates: Alter one time then it transforms everywhere.
Data Integrity: Punctuality to avoid mistakes; thereby cutting shortcuts.
Segmentation: It is well used for simple messaging situations and data selection.
Centralized Management: Built-in to the list type for better control.
Integration: Use external sources or APIs to link custom values to information.

Steps how to add customer values in text element ghl:

Go to Settings: To begin, you need to log in to your GHL account, where you are taken to the Dashboard, then click on the Settings option.

Select Custom Values: In the Settings menu, scroll down to the Custom Values and click on it. This is the place where you will be adding new attributions or modifying those that already exist, but are not displayed here.

Add a Custom Value: You should click on the +Add Custom Value button. A window will open where you can type the name of the custom value, and input the desired default value. For instance, you can make a new value for the first name of the customer or the phone number of the business.

Save Your Custom Value: When entered the required information, send the customized value. It’s now ready to be used in your automation, emails, and more!

How To Use Custom Values?

It is inserted into an email or SMS template, a trigger, a campaign, or any other function, using a standard or Custom Value you created yourself.

Use Custom Values in Messages and Emails

To use a custom value go through any place where you are to send a message with a personal message (for instance in an email marketing or text message).

In the text editor, enter the custom value by typing {{custom_value_name}}. For example, you can use {{contact.first_name}}will display the customer’s first name.

Example: “Hello {{contact.first_name}}, we would be glad if you are satisfied with our offered services.”

Use Custom Values to Funnels or Web Pages

In ghl, simply go to the Funnels or Web Pages section

In the Page editor, if you are to display any value based on a concept such as Name or Age, insert the code {{custom_value_name}}.

Example: “Welcome to {{company_name}}!”

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Use Custom Values in Automation

Navigate to GoHighLevel and select the Automation option from the main menu.

When adding or modifying an automation, use custom values to craft a message or a task.

Example: Afterward, send a reminder stating the following short coded message: Hi {{contact.first_name}}, your appointment with {{company_name}} is confirmed for {{appointment_date}}.

Pro Tip

It is always recommended that, especially when going live, you should always test your custom values. Take time to send a dummy email or message that will enable you to determine whether the custom values will be displayed as you desire.

By following these simple steps, you can use custom values to enhance customer engagement and streamline your workflows.

But Don’t forget to book a free consultation with a GHL expert for extra support!

How to add customer values in text element ghl