Custom Values are a valuable item in your CRM, making repetitive tasks easier to manage and personalize emails, SMS messages, funnels, websites, and more! There are eight categories of custom values that you can utilize all throughout your CRM including contact, user, appointment, calendar, message, account, right now, and attribution.
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}}