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List of Custom Values
Use custom values (merge fields) to automatically insert contact details, appointment info, account fields, date/time, and attribution data into your workflows, campaigns, and templates.
Personalizing Automation Without Rewriting Every Message
Manually updating names, appointment details, links, and business information inside every email or SMS quickly becomes repetitive and difficult to maintain as automation grows.
Custom Values allow BizStackPro to pull dynamic information from contacts, users, appointments, campaigns, calendars, and account settings automatically at send time.
Without dynamic placeholders, messages can contain outdated information, inconsistent formatting, or missing personalization that reduces clarity and creates extra manual work.
This guide explains how Custom Values work, where they can be used, and which placeholders are available for contacts, appointments, users, attribution tracking, dates, and account-level automation.
Before using individual merge fields, it helps to understand how BizStackPro replaces Custom Values dynamically when messages are sent.
Overview: How Custom Values Work
Custom values are placeholders (merge fields) that pull data from your BizStackPro account at send time.
Instead of typing names, dates, or links manually, you add a token like
{{contact.name}}
and BizStackPro replaces it with the correct value for each contact.
Example:
“Hey {{contact.first_name}}, your appointment is on
{{appointment.only_start_date}} at
{{appointment.only_start_time}}.”
Example output: “Hey John, your appointment is on 03/14/2026 at 2:30 PM.”
You can use custom values in:
- Workflows and campaigns
- Email and SMS templates
- Notifications, reminders, and internal alerts
- Funnels, forms, and other messaging touchpoints
Contact Custom Values
Use these to personalize messages with contact-level details such as name, email, phone, and address.
Identity
- Full name:
{{contact.name}}Example: John Smith - First name:
{{contact.first_name}}Example: John - Last name:
{{contact.last_name}}Example: Smith - Email:
{{contact.email}}Example: [email protected] - Contact ID:
{{contact.id}}Example: 123abc...
Phone & Company
- Phone (formatted):
{{contact.phone}}Example: (555) 555-1212 - Phone (raw):
Example: 15555551212 - Phone link:
tel:Example: tel:15555551212 - Company name:
{{contact.company_name}}Example: Acme Co - Website:
{{contact.website}}Example: https://example.com
Address & Metadata
- Full address:
{{contact.full_address}}Example: 123 Main St, Miami, FL 33101 - Address 1:
{{contact.address1}}Example: 123 Main St - City:
{{contact.city}}Example: Miami - State:
{{contact.state}}Example: FL
- Postal code:
{{contact.postal_code}}Example: 33101 - Time zone:
Example: America/New_York - Date of birth:
{{contact.date_of_birth}}Example: 1990-05-10 - Source:
{{contact.source}}Example: Facebook Ads
User Custom Values
These values reference the assigned user (or sender). They’re useful for signatures, reply routing, and staff details.
User Info
- Full name:
Example: Jane Agent - First name:
Example: Jane - Last name:
Example: Agent - Email:
Example: [email protected] - Email signature:
Example: “— Jane”
Phone & Links
- Phone (formatted):
Example: (555) 555-2222 - Phone (raw):
Example: 15555552222 - Calendar link:
Example: https://cal.example.com/jane - Twilio phone:
Example: (555) 555-3333 - Twilio phone (raw):
Example: 15555553333
Appointment Custom Values
Use these in confirmations, reminders, follow-ups, and reschedule flows.
Appointment Details
- Title:
{{appointment.title}}Example: Strategy Call - Start date/time:
{{appointment.start_time}}Example: 03/14/2026 2:30 PM - Start date:
{{appointment.only_start_date}}Example: 03/14/2026 - Start time:
{{appointment.only_start_time}}Example: 2:30 PM - End date/time:
{{appointment.end_time}}Example: 03/14/2026 3:00 PM - Timezone:
{{appointment.timezone}}Example: America/New_York - Day of week:
Example: Friday - Month name:
Example: March
Links & Assigned User
- Cancellation link:
{{appointment.cancellation_link}}Example: https://link.example.com/cancel - Reschedule link:
{{appointment.reschedule_link}}Example: https://link.example.com/reschedule - Add to Google Calendar:
{{appointment.add_to_google_calendar}}Example: https://calendar.google.com/... - Add to iCal/Outlook:
{{appointment.add_to_ical_outlook}}Example: webcal://... - Assigned user name:
{{appointment.user.name}}Example: Jane Agent - Assigned user email:
{{appointment.user.email}}Example: [email protected] - Assigned user phone (raw):
Example: 15555552222
Calendar & Campaign Custom Values
Use these to reference calendar names and campaign event timing in your automations.
Calendar
- Calendar name:
Example: Main Calendar
Campaign Event
- Event date/time:
Example: 03/20/2026 10:00 AM - Event date:
Example: 03/20/2026 - Event time:
Example: 10:00 AM
Message Custom Values
These are typically used for internal workflows, routing, and logging.
Message Fields
- Message body:
Example: “Can you call me back?” - Message subject:
Example: “Appointment Confirmation”
Tip
These values are most useful when you want to pass message details into a note, task, or internal notification.
Account (Location) Custom Values
Use these placeholders to pull business/location details into templates for consistent branding and compliance. This page shows display-only tokens (they will not merge into real values).
Why I did this: the braces are intentionally split as
{{ and
}}
so BizStackPro can’t detect a merge field and share my information.
Business Info (Examples)
- Name:
{{location.name}} - Email:
{{location.email}} - Phone (formatted):
{{location.phone}} - Phone (raw):
{{location.phone_raw}} - Website:
{{location.website}} - Logo URL:
{{location.logo_url}} - Location ID:
{{location.id}}
Address & Owner (Examples)
- Full Address:
{{location.full_address}} - Address Line 1:
{{location.address}} - City:
{{location.city}} - State:
{{location.state}} - Country:
{{location.country}} - Postal Code:
{{location.postal_code}} - Owner First Name:
{{location_owner.first_name}} - Owner Last Name:
{{location_owner.last_name}} - Owner Email:
{{location_owner.email}}
When you actually use these: In emails/SMS/workflows, type them normally (without splitting the braces).
Right Now (Dynamic Date & Time) Custom Values
Right Now values insert the current date/time when the workflow or campaign runs. They’re great for timestamps and context.
Time
- Second:
{{right_now.second}}Example: 08 - Minute:
{{right_now.minute}}Example: 42 - Hour (24h):
{{right_now.hour}}Example: 14 - Hour (AM/PM):
{{right_now.hour_ampm}}Example: 2 - AM/PM:
{{right_now.ampm}}Example: PM
Date
- Day of week:
{{right_now.day_of_week}}Example: Friday - Day:
{{right_now.day}}Example: 14 - Month:
{{right_now.month}}Example: 03 - Month name:
Example: March - Year:
{{right_now.year}}Example: 2026 - Date (MM/DD/YYYY):
{{right_now.middle_endian_date}}Example: 03/14/2026 - Date (DD/MM/YYYY):
{{right_now.little_endian_date}}Example: 14/03/2026
Attribution Custom Values
Attribution values help you reference first-touch and latest-touch tracking data such as UTMs and click IDs.
First Attribution Source
- Session source:
Example: google - URL:
Example: https://site.com/landing - Campaign:
Example: spring_promo - UTM source:
Example: google - UTM medium:
Example: cpc - UTM content:
Example: ad_variant_a - Referrer:
Example: https://google.com - Campaign ID:
Example: 98765 - FB click ID:
Example: fb.1.123... - Google click ID:
Example: CjwK... - UTM keyword:
Example: crm software - UTM match type:
Example: phrase - Ad group ID:
Example: 24680 - Ad ID:
Example: 13579
Latest Attribution Source
- Session source:
Example: facebook - URL:
Example: https://site.com/offer - Campaign:
Example: retargeting - UTM source:
Example: facebook - UTM medium:
Example: paid_social - UTM content:
Example: carousel_1 - Referrer:
Example: https://facebook.com - Campaign ID:
Example: 11223 - FB click ID:
Example: fb.1.456... - Google click ID:
Example: EAIa... - UTM campaign:
Example: q2_launch - UTM keyword:
Example: marketing automation - UTM match type:
Example: exact - Ad group ID:
Example: 99887 - Ad ID:
Example: 77665
Turn static templates into dynamic experiences
Combine custom values with workflows to send highly personalized messages—without manual edits or one-off updates.
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Frequently Asked Questions
What are custom values and where can I use them?
Custom values are placeholders that pull in data (contact, user, appointment, or account info) when a message sends. Use them in workflows, campaigns, email/SMS templates, reminders, and notifications.
How do I insert a contact’s full name?
Use {{contact.name}}.
Example output: John Smith
What’s the difference between {{contact.phone}} and ?
{{contact.phone}} is typically formatted for display.
is unformatted and is best for trigger links and UTM parameters.
Can I insert date and time dynamically?
Yes—use Right Now values like
{{right_now.day_of_week}},
{{right_now.hour_ampm}}, and
{{right_now.year}}.
How do I personalize appointment reminders?
Use appointment values like
{{appointment.start_time}} and
{{appointment.cancellation_link}}
to confirm, remind, and route reschedules automatically.
Can I use attribution data in campaigns?
Yes—reference values like
or
to include tracking details in internal alerts or reporting messages.
Personalize at scale without manual work
Custom values make your automations feel 1:1—pulling the right info at the right time for each contact, appointment, and message.
Cleaner messages. Better automation. Less busywork.
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