How To Create & Use Custom Fields in HighLevel

• Understanding Custom Fields and Custom Values
• Setting Up Custom Fields
• Using Custom Values
• Implementing Custom Values in Automations

In the ever-evolving world of digital marketing and customer relationship management, customization is key. GoHighLevel offers powerful tools to tailor your data collection and automation processes through custom fields and custom values. This blog will walk you through what these features are, their differences, and how to effectively use them in various areas such as forms, websites, and automations.

Understanding Custom Fields and Custom Values

Custom Fields are pieces of data that you can attach to a contact. For instance, you might collect a name, phone number, and email address from a lead or customer. But what if there’s a specific piece of information you need that isn’t a default option in GoHighLevel? This is where custom fields come into play.

Custom Values, on the other hand, allow you to store data at the sub-account level. These values can be used across different areas like automations, websites, and conversations.

Setting Up Custom Fields

Let’s start by creating a custom field, using the example of collecting a YouTube username from a contact. Here’s a step-by-step guide:

1. Navigate to Forms: Go to a form template from the HighLevel library. This template might ask for basic information like first name, last name, and email.
2. Add a Custom Field: Click the plus button in the form elements on the left, then select “Custom Fields.” Click on “Add Custom Field.”
3. Choose Field Type: You will see various options such as single line, multiple lines, text box list, number, phone number, monetary, dropdown single, dropdown double, radio, checkbox, date picker, file upload, and signature. For a YouTube username, select “Single Line.”
4. Name the Field: Give your custom field a name, like “YouTube Username.”
5. Select Object and Group: Choose whether this data is for a contact or an opportunity, and organize it into a group. If you don’t see an appropriate group, you can create a new one in the settings menu.
6. Additional Settings: Add a placeholder, prefill value, and set preferences like making the field required or adding a unique key for automations.
7. Save and Add to Form: After saving, you can edit the field directly in the form or in the settings menu.

Using Custom Values

Custom values can streamline your processes by centralizing frequently used data. Here are two examples:

1. Website Logo: If you build a website for a client with a template requiring the same logo on multiple pages, create a custom value named “Logo” and store the logo’s URL. This allows you to insert the logo across all pages by referencing this custom value, ensuring consistency and ease of updates.
2. Promotional Codes in Automations: Suppose you run a holiday promotion with a special discount code. By creating a custom value for the promotional code, you can easily update it across all automations when the promotion changes. For instance, create a custom value “PromoCode” set to “Christmas25%Off.” When the holiday is over, update it to “NewYears30%Off,” and it will automatically apply the new code everywhere it’s used.

Implementing Custom Values in Automations

To use custom values in automations, follow these steps:

1. Create Workflow: Go to the automation tab and select “Create Workflow.” Start from scratch and continue.
2. Add Custom Value to Automation: For example, if you want to send an SMS with a promotional code when a customer replies, create a trigger for customer reply. Add an SMS action and use the custom value by selecting “Custom Values” at the bottom and choosing your promo code.

By leveraging custom fields and custom values, you can significantly enhance the functionality and personalization of your GoHighLevel setup. These tools allow you to collect and utilize data in ways that are tailored specifically to your business needs, making your marketing efforts more effective and streamlined.