List of Custom Values

CONTACT

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}} or **{{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 > Postal Code: {{contact.postal_code}}

Contact > Time Zone {{contact.timezone}}

Contact > Date of Birth: {{contact.date_of_birth}}

Contact > Source: {{contact.source}}

Contact > Website: {{contact.website}}

Contact > ID :{{contact.id}}

USER 

User > Full Name: {{user.name}}

User > First Name: {{user.first_name}}

User > Last Name: {{user.last_name}}

User > Email: {{user.email}}

User > Phone: {{user.phone}} or **{{user.phone_raw}}

User > Signature: {{user.email_signature}}

User > Calendar Link: {{user.calendar_link}}

User > Appointment Phone: ** {{appointment.user.phone_raw}}

User > Twilio Phone: {{user.twilio_phone_number}}

User > Twilio Phone raw format: {{user.twilio_phone_number_raw}}

APPOINTMENT 

Appointment > Title: {{appointment.title}}

Appointment > Start Date Time: {{appointment.start_time}}

Appointment > Start Date: {{appointment.only_start_date}}

Appointment > Start Time: {{appointment.only_start_time}}

Appointment > End Date Time: {{appointment.end_time}}

Appointment > End Date: {{appointment.only_end_date}}

Appointment > End Time: {{appointment.only_end_time}}

Appointment > Day of the week:{{appointment.day_of_week}}

Appointment > Name of the month:{{appointment.month}}

Appointment > Timezone: {{appointment.timezone}}

Appointment > Cancellation Link: {{appointment.cancellation_link}}

Appointment > Reschedule Link: {{appointment.reschedule_link}}

Appointment > Meeting Location: {{appointment.meeting_location}}

Appointment > Notes: {{appointment.notes}}

Appointment > Add to Google Calendar: {{appointment.add_to_google_calendar}}

Appointment > Add to Ical&Outlook: {{appointment.add_to_ical_outlook}}

Appointment > Recurring > Repeats: {{appointment.recurring.repeats}}

Appointment > Recurring > Times to repeat :{{appointment.recurring.times_to_repeat}} 

Appointment > Assigned user > Full Name:{{appointment.user.name}}

Appointment > Assigned user > First Name:{{appointment.user.first_name}}

Appointment > Assigned user > Last Name :{{appointment.user.last_name}}

Appointment > Assigned user > Email: {{appointment.user.email}}

Appointment > Assigned user > Phone: {{appointment.user.phone}}

Appointment > Assigned user >Phone (raw format):{{appointment.user.phone_raw}}

Appointment > Assigned user >Signature:{{appointment.user.email_signature}}

Appointment > Assigned user > Twilio Phone:{{appointment.user.twilio_phone_number}}

CALENDAR

Calendar > Name: {{calendar.name}}

Campaign > Event, Date, Time: {{campaign.event_date_time}}

Campaign > Event Date: {{campaign.event_date}}

Campaign > Event Time: {{campaign.event_time}}

MESSAGE 

Message > Message Body: {{message.body}}

Message > Message Subject :{{message.subject}}

ACCOUNT 

Account > Name: {{location.name}}

Account > Full Address: {{location.full_address}}

Account > Address Line 1: {{location.address}}

Account > City: {{location.city}}

Account > State: {{location.state}}

Account > Country: {{location.country}}

Account > Postal Code: {{location.postal_code}}

Account > Email: {{location.email}}

Account > Phone: {{location.phone}}

Account > Phone (raw format) : {{location.phone_raw}}

Account > Website: {{location.website}}

Account > Logo URL: {{location.logo_url}}

Account > Owner > First Name: {{location_owner.first_name}}

Account > Owner > Last Name: {{location_owner.last_name}}

Account > Owner > Email: {{location_owner.email}}

Account > ID: {{location.id}}

RIGHT NOW 

Right Now > Second: {{right_now.second}}

Right Now > Minute: {{right_now.minute}}

Right Now > Time 24h Format: {{right_now.hour}}

Right Now > Time  AM/PM Format: {{right_now.hour_ampm}}

Right Now > AM/PM: {{right_now.ampm}}

Right Now > Day of the week extended english :{{right_now.day_of_week}} 

Right Now > Name of month : {{right_now.month_name}}

Right Now > Day: {{right_now.day}}

Right Now > Month: {{right_now.month}}

Right Now > Month Extended English:{{right_now.month_english}}

Right Now > Year: {{right_now.year}}

Right Now > Date (month/day/year): {{right_now.middle_endian_date}}

Right Now > Date (day/month/year): {{right_now.little_endian_date}}

Right Now > Day of the week: {{right_now.day_of_week}} 

ATTRIBUTION

Attribution > First > Session Source: {{contact.attributionSource.sessionSource}}

Attribution > First > URL: {{contact.attributionSource.url}}

Attribution > First > Campaign: {{contact.attributionSource.campaign}}

Attribution > First > UTM Source: {{contact.attributionSource.utmSource}}

Attribution > First > UTM Medium: {{contact.attributionSource.utmMedium}}

Attribution > First > UTM Content: {{contact.attributionSource.utmContent}}

Attribution > First > Referrer: {{contact.attributionSource.referrer}}

Attribution > First > Campaign Id: {{contact.attributionSource.campaignId}}

Attribution > First > FB Clickld: {{contact.attributionSource.fbclid}}

Attribution > First > Google Clickld: {{contact.attributionSource.gclid}}

Attribution > First > UTM Keyword:{{contact.attributionSource.utmKeyword}}

Attribution > First > UTM Match Type:{{contact.attributionSource.utmMatchType}}

Attribution > First > Ad Group ID: {{contact.attributionSource.adGroupId}}

Attribution > First > Ad ID: {{contact.attributionSource.adId}}

Attribution > Lastest > Session Source: {{contact.lastAttributionSource.sessionSource}}

Attribution > Lastest > URL: {{contact.lastAttributionSource.url}}

Attribution > Lastest > Campaign: {{contact.lastAttributionSource.campaign}}

Attribution > Lastest > UTM Source: {{contact.lastAttributionSource.utmSource}}

Attribution > Lastest > UTM Medium: {{contact.lastAttributionSource.utmMedium}}

Attribution > Lastest > UTM Content: {{contact.lastAttributionSource.utmContent}}

Attribution > Lastest > Referrer: {{contact.lastAttributionSource.referrer}}

Attribution > Lastest > Campaign Id: {{contact.lastAttributionSource.campaignId}}

Attribution > Lastest > FB Clickld: {{contact.lastAttributionSource.fbclid}}

Attribution > Lastest > Google Clickld: {{contact.lastAttributionSource.gclid}}

Attribution > Lastest > UTM Campaign :{{contact.lastAttributionSource.utmCampaign}}

Attribution > Lastest > UTM Keyword :{{contact.lastAttributionSource.utmKeyword}}

Attribution > Lastest > UTM March Type:{{contact.lastAttributionSource.utmMatchType}}

Attribution > Lastest > Ad Group ID: {{contact.lastAttributionSource.adGroupId}}

Attribution > Lastest > Ad ID: {{contact.lastAttributionSource.adId}}

FAQs

1. What are custom values and where can I use them?
Custom values are placeholders that automatically pull in relevant data, such as contact details, user information, appointment specifics, etc., in your workflows, campaigns, and communication templates. They make your messaging more dynamic and personalized without needing manual input each time.

2. How do I insert a contact’s full name in my messages or campaigns?
To include a contact’s full name, use the custom value {{contact.name}} wherever you want the name to appear in your message, campaign, or workflow.

3. Can I customize appointment reminders using custom values?
Yes, you can use custom values like {{appointment.start_time}} for appointment start time or {{appointment.cancellation_link}} for providing cancellation links in your automated appointment reminders.

4. How do I display the account information in a workflow or message?
You can display account information using custom values like {{location.name}} for the account name or {{location.phone}} for the account’s phone number.

5. What custom value should I use to display the user’s email signature?
To include a user’s email signature, you can use the custom value {{user.email_signature}} in your communication templates or workflows.

6. Is there a way to include dynamic date and time values in my messages?
Yes, you can use custom values like {{right_now.day_of_week}}, {{right_now.hour_ampm}}, or {{right_now.year}} to dynamically insert the current date and time information.

7. How can I include attribution data in my campaigns?
Attribution data like UTM parameters can be included using custom values such as {{contact.attributionSource.utmSource}} for UTM Source or {{contact.lastAttributionSource.gclid}} for the latest Google Click ID.

8. What’s the difference between {{contact.phone}} and {{contact.phone_raw}}?
The custom value {{contact.phone}} typically formats the phone number according to international standards, while {{contact.phone_raw}} provides the unformatted phone number, which is recommended for use in links or UTM parameters.

9. Can I personalize calendar invites using custom values?
Yes, you can personalize calendar invites using custom values such as {{appointment.add_to_google_calendar}} or {{appointment.add_to_ical_outlook}} to provide quick links for adding appointments to calendars.

10. How can I add the assigned user’s contact information in notifications?
To add the assigned user’s contact details, use values like {{appointment.user.phone}} for the phone number or {{appointment.user.email}} for the email.