- Getting Started with Custom Value Folders
- Organizing Custom Values
- Creating New Custom Values
- Using Custom Values in Emails
- Benefits of Custom Value Folders
- Advanced Tips for Custom Value Management
- Conclusion
Managing custom values in GoHighLevel just got a whole lot easier with the introduction of custom value folders. This feature allows you to categorize and organize your custom values efficiently, making it simpler to manage and access the data you need. In this blog, we’ll guide you through setting up and using custom value folders to optimize your workflow.
Getting Started with Custom Value Folders
Step 1: Access Custom Values
To begin, navigate to the sub-account level in GoHighLevel. Once there, scroll down to Settings and click on Custom Values. Here, you’ll see a list of all your custom values, which may initially be uncategorized.
Step 2: Create a Folder
To organize these values, start by creating a folder. Click on the Add Folder button at the top right. For example, name the folder Contact and click Create. This new folder is now ready to hold relevant custom values.
Organizing Custom Values
Step 3: Move Custom Values into Folders
Select the custom values you want to organize into your newly created folder. You can do this by performing bulk actions. Choose the values, click on Bulk Action, then select Move to Folder and pick the desired folder.
Step 4: Manage Folders and Values
Under the Folders section, you’ll see the folder you created, such as Contact. Inside this folder, you’ll find the custom values you moved. You can rename the folder by clicking on the three dots next to it. Additionally, you can edit, delete, or move custom values to other folders as needed.
Creating New Custom Values
Step 5: Add New Custom Values
To create a new custom value, go back to the Custom Values section. Enter the name and value, and choose the folder to which you want to add it. Click Save. This new value will now be organized under the selected folder.
Using Custom Values in Emails
Step 6: Implementing Custom Values in Emails
Custom value folders simplify the process of adding custom values to emails. When creating an email template, scroll up to Custom Values in the menu. Here, you’ll find the folders you created, such as Contact and Test. Click on the desired folder to access the custom values within it, making it easy to insert specific information into your email.
Benefits of Custom Value Folders
Enhanced Organization: Custom value folders allow you to keep your data neatly organized, which is particularly useful as your list of custom values grows.
Increased Efficiency: By categorizing your custom values, you can quickly find and use the data you need, reducing time spent searching for specific values.
Streamlined Workflow: Folders make it easier to manage your custom values, leading to a smoother, more efficient workflow.
Advanced Tips for Custom Value Management
Bulk Actions: Using bulk actions to move multiple custom values at once saves time and ensures that all related values are grouped together quickly.
Renaming and Reorganizing: Regularly review and rename your folders and custom values to keep them relevant and easily accessible. As your business evolves, so should your organizational structure.
Utilize in Automation: Incorporate custom values into your automated workflows. This can personalize client interactions, enhance communication, and improve overall client satisfaction.
Conclusion
GoHighLevel’s custom value folders feature is a game-changer for organizing and managing your data. By creating, managing, and utilizing these folders, you can streamline your workflow, enhance efficiency, and ensure that your data is always easy to find and use. Start using custom value folders today to keep your GoHighLevel account well-organized and running smoothly.
By following these steps, you can harness the power of custom value folders in GoHighLevel, making your workflow more efficient and organized. This feature not only simplifies data management but also significantly enhances the usability of custom values across your business operations.
