Custom values and fields are worth mastering because they give you the power to quickly personalize content and easily gather additional customer insights.
Key Takeaways:
- Add custom fields to contacts, opportunities, and forms
- Any custom values (mostly) anywhere you can add text in GoHighLevel
- Using customized values increases customer engagement
GoHighLevel Custom Values vs. Fields: What’s the Difference?
Custom fields and values sound similar but serve two distinct purposes.
First, a custom field is a space where you can enter information.
Let’s take your contacts, for example. Each contact you add includes their details, such as name, email, address, etc. To enter this information, type it into the relevant fields on the contact profile.
Now, let’s say you work in a specific industry—insurance, for instance. You might want to include extra information about your contacts, such as whether they sell insurance, are looking to buy it, or are interested in specific types of insurance.
To do this, you need to create a custom field requesting that information.
Essentially, using this feature allows you to collect more relevant and useful information in GoHighLevel.
In contrast, a custom value provides a more efficient way to apply information across the platform and within your content.
They act as placeholders that, when instructed, will auto-populate with the relevant data.
The best example of this is probably the personalized marketing email.
Rather than sending out a generic email that isn’t addressed to anyone in particular, you can create emails with custom values that personalize the information on them.
Most commonly (for emails, at least), you’ll find that the first name of the recipient has been added.
Now, the sender hasn’t painstakingly added every person’s name to each email. Instead, they’ve used custom values that auto-populate each email with the name associated with each email address.
What Makes Them So Special?
Makes Your Life Easier
The whole point of customizing GoHighLevel in this way is to make your life easier when working with large amounts of data.
The custom fields give you more of it—and more data is better, right? Especially when it gives you valuable insights about your customer base.
The efficiency of custom values should already be clear.
What would you rather do: edit 500 emails because the sender details have changed or have the custom value do the job for you?
Enables Personalized Messaging
The power of personalized messaging should not be underestimated.
People want to feel special, like your brand is speaking directly to them. And, if you tailor a message specifically to them, it gives that effect.
Think about it from your perspective.
What are you more likely to respond to? An SMS message that addresses you personally and talks about your preferences or one that contains a generic marketing blurb?
I know which is mostly likely to end up in my spam folder.
But there’s more.
Custom values can be used for literally anything that appears on a web page.
That means that if you’re using the same page template with a variety of similar clients, you can use custom values to quickly edit colors, fonts, text, and more to suit each specific brand.
Instead of going into the page editor and changing everything manually, you can personalize it instantly using custom values.
Increases Customer Engagement
The results couldn’t be more clear.
Emails with personalized subject lines enjoy a higher open rate than ones without. Also, personalized email bodies get a click-through rate of over 40%.
In short, if you want your audience to engage with your marketing campaigns (not just emails—funnels and pages, too), you have to be using personalization.
Really, it’s so easy to do that there’s no reason why you wouldn’t.
Keeps Your Data Consistent
This is an important one. Custom values are really crucial for maintaining consistency across all of your content.
For example, company information like address and contact information can be added to web pages.
It’s fine when you have one website to contend with, but once you add a few funnels and multiple landing pages into the mix, that’s a lot of places you need to keep updated.
Instead, you can add custom values for these things, which will auto-populate the page with the information taken from the source.
So, if the information changes, you only have to update it in one place instead of every single page.
Like I said, it’s super convenient. Plus, it ensures the information is consistent no matter where it’s placed.
How to Create a GoHighLevel Custom Field (A Quick Guide)
- Enter the relevant sub-account and head to Settings > Custom Fields > Add Field.
- Select the type of field you want to create and click Next.
- Give the field a title and then decide which information group it goes in (contact, general info, additional info, etc.).
- If your field includes multiple options like mine in the example above, add in all the options.
- Click Save.
One option within the custom field creator that I want to draw attention to is the Object dropdown.
You can pick between Contact or Opportunity:
- The Contact object adds the custom field to the contact forms and can also be used in surveys, etc.
- If you pick Opportunity, the custom field will only be added to your opportunities within the pipelines feature, not the contact form.
Once you’ve added your custom fields, head to the relevant area to view them and make sure everything looks good.
You can go back and edit them if you made an error.
The final thing I want to show you here is how to keep all your custom fields organized.
- In the Custom Fields tab, click Add Folder.
- Name the folder, choose if it’s for Contacts or Opportunities, and hit Save.
- Now, search for and select all the custom fields that you want to add to the folder.
- Select Bulk Actions > Move to Group.
- All the custom fields you selected will be neatly tidied away in their folder!
How to Create a GoHighLevel Custom Value (A Quick Guide)
- Enter the relevant sub-account and head to Settings > Custom Values > Add Custom Value.
- Give the value an easily identifiable name. For instance, I’m creating one for a company tagline, so my value name is “tagline.”
- Enter the value. This is what will appear whenever you add the custom value anywhere. In my case, it’s text.
- Hit Create.
- Now copy your newly created custom value and go add it somewhere in GoHighLevel.
In my example, I added the custom value to a funnel page, but you can’t see it in the page editor. So after hitting Save, I selected the preview option, and ta-da! The custom value has been added to the page!
3 Places You Can Use GoHighLevel Custom Fields
1. Opportunities and Contacts
As I demonstrated earlier, custom fields are easily added to contact profiles and opportunities to gain more information and insights about your leads and clients.
2. Forms and Surveys
Any custom fields you create can also be added to any survey or form.
Select the Custom Fields option from the left-hand menu and drag and drop the desired field onto the page.
Two important things to note here:
- You can only use custom fields that have been created for contacts (not opportunities).
- When someone completes and submits the form, the system will automatically populate the fields in their contact profile.
3. Chat Widget Form
Personalize the GoHighLevel chat widget by adding custom fields to the contact form.
5 Places You Can Use GoHighLevel Custom Values
I won’t go in-depth here because you can pretty much add custom values anywhere that you can add text in GoHighLevel. However, some of the key places you might want to try include:
1. Conversations
Whether you use email, SMS, WhatsApp, or social media messaging, you can include custom values in your conversations with clients and customers.
Just click the little + sign at the bottom of the message box and pick which value you want to include.
2. Email Campaigns
To build your email templates quickly (and avoid having to update each of them when something changes), you can use custom values.
Additionally, adding custom values to the copy text will personalize the messaging and speak directly to each recipient.
3. Social Planner
It’s even possible to personalize the social media posts that you create using the GoHighLevel social planner!
4. Web Pages (Including Funnels)
I showed in my example above how to add custom values to your web pages.
This includes any type of web page, including full websites, funnels, and landing pages.
5. Automations
Custom values can be added to many places inside your automated workflows, chiefly to personalize your emails, notifications, and other communications.
Frequently Asked Questions
Can I Use GoHighLevel Custom Fields/Values Across Multiple Sub-Accounts?
No, the custom fields and values that you add to one sub-account do not appear in other sub-accounts. You must add custom fields and values to each sub-account as needed.
Can I Add Custom Fields/Values to GoHighLevel Snapshots?
Yes, you can use custom fields and values with elements for GoHighLevel snapshots. In fact, it’s a great way to add more value to them.
