Custom Values Overview in HighLevel

• What Are Custom Values?
• Custom Values vs. Custom Fields
• How to Use Custom Values
• Benefits of Custom Values
• Rapid Client Onboarding
• Consistent Branding
• Efficiency in Asset Management
• Advanced Usage: Custom Values in Emails
• Example:
• Conclusion

In today’s blog post, we’re diving into the powerful feature of custom values in Go HighLevel. Whether you’re managing clients, running your own brand, or sharing funnels, custom values can drastically streamline your processes, saving you a significant amount of time and energy. Let’s explore how custom values work, how they differ from custom fields, and why they are so beneficial.

What Are Custom Values?

Custom values in Go HighLevel allow you to quickly change site-wide settings for custom elements with just a few clicks. This feature is invaluable for anyone managing multiple clients or sub-accounts. By using custom values, you can efficiently update key details across all client accounts, making onboarding and maintaining consistency much easier.

Custom Values vs. Custom Fields

To understand custom values, it’s important to distinguish them from custom fields:

• Custom Fields: These are personal attributes tied to individual contacts. For example, if you want to collect Instagram handles or specific information like fitness goals, you can create custom fields. These fields can be added to forms and will appear in contact profiles.
• Custom Values: These are attributes tied to the sub-account level, not individual contacts. Custom values are used to manage site-wide elements such as brand colors, business names, mottos, and more. They allow for quick and consistent updates across all assets within a sub-account.

How to Use Custom Values

Let’s walk through an example to illustrate the power of custom values:

1. Creating a Custom Value:
   • Navigate to the custom values section in your Go HighLevel dashboard.
   • Click on “Create New Custom Value.”
   • Name your custom value (e.g., “Primary Color”) and assign a value (e.g., “#0000FF” for blue).
2. Applying Custom Values to a Website:
   • In the website editor, select the section where you want to apply the custom value.
   • Instead of manually entering the color code, use the shortcode for the custom value (e.g., {{custom_values.primary_color}}).
   • Save your changes.

This approach allows you to quickly change the primary color across the entire site by updating the custom value in one place. For instance, if you need to change the primary color to green, simply update the custom value, and all instances where the shortcode is used will automatically update.

Benefits of Custom Values

Rapid Client Onboarding

When onboarding new clients, custom values enable you to quickly customize their sub-account with their specific brand details. Instead of manually updating each element, you can use custom values to change business names, mottos, colors, and other details with ease.

Consistent Branding

Using custom values ensures that branding elements are consistent across all client assets. Any updates to brand elements are efficiently propagated across all relevant sections, maintaining a cohesive look and feel.

Efficiency in Asset Management

Custom values are particularly useful for sharing snapshots and templates. When you share a snapshot with custom values, you can easily update key details for each client, making it a breeze to replicate and customize assets.

Advanced Usage: Custom Values in Emails

Custom values aren’t limited to website elements; they can also be used in email marketing. For example, if you have automated email campaigns that need to reflect a specific sender’s name or email address, using custom values can save you from manually updating each email. Simply create custom values for the sender’s name and email address, and use these in your email templates. Any changes can be made centrally by updating the custom values, ensuring consistency across all emails.

Example:

1. Create Custom Values for Email Sender Details:
   • sender_name: “John Doe”
   • sender_email: “john@example.com“
2. Use Custom Values in Email Templates:
   • From: {{custom_values.sender_name}} <{{custom_values.sender_email}}>

Updating the sender’s details in the custom values section will automatically reflect across all email templates using these values.

Conclusion

Custom values in Go HighLevel are a game-changer for anyone managing multiple clients or sub-accounts. They simplify the process of updating and maintaining site-wide settings, ensuring consistency and saving valuable time. Whether you’re customizing websites, emails, or other assets, custom values streamline your workflow, making your business operations more efficient and effective.