🥳 Celebrate Our Launch With a $200 LIFETIME Discount OFF The Premium Plan Use: BIRTHDAY2024
This offer expires 9/30/2024, at 11:59 PM EST
BizStackPro Help Center · Settings
Custom Values
Custom Values let you store dynamic placeholders—like contact details, appointment info, or business data—and automatically insert them into emails, SMS, workflows, websites, funnels, templates, and more.
Reusing Important Information Without Constant Manual Updates
Repeating the same business links, contact details, booking URLs, and personalized information across emails, workflows, templates, and pages quickly becomes difficult to manage at scale.
Custom Values allow BizStackPro to store reusable dynamic placeholders that automatically insert contact-specific or business-level information wherever those tokens are used.
Without centralized reusable values, outdated links, inconsistent messaging, broken personalization, and manual editing errors become much more likely across automation and communication systems.
This guide explains how Custom Values work, where to create them, how to use them across workflows and templates, and how to keep reusable business information consistent throughout BizStackPro.
Before creating new tokens, it helps to understand how BizStackPro uses Custom Values to dynamically insert information across the platform.
What Are Custom Values?
Custom Values are placeholders (dynamic tokens) that pull data into your content automatically—so you can personalize at scale without manually typing the same details over and over.
Important: Custom Values are meant to show the contact’s information or your business information at send time. To avoid exposing private info in a help guide, always show tokens as examples (not real values).
Example tokens
{{"{{contact.name}}"}}{{"{{contact.first_name}}"}}{{"{{contact.last_name}}"}}{{"{{contact.email}}"}}{{"{{contact.phone}}"}}{{"{{contact.company_name}}"}}{{"{{custom_values.pricing_link}}"}}(example business-level custom value)
BizStackPro includes many built-in values. You can also create your own Custom Values for things like booking links, support emails, legal disclaimers, and more.
Step 1: Create Custom Values
- Go to Settings → Custom Values.
- Click + Add Custom Value.
- Name your value clearly (example: Support Email, Booking Link, Refund Policy URL).
- Enter the value you want BizStackPro to insert at send time.
- Use the edit (pencil) icon to update, or the trash icon to delete.
Tip: Treat Custom Values like “single source of truth.” If your link, phone number, or support email changes later, update it once in Custom Values—and it updates everywhere you used the token.
Step 2: Where to Use Custom Values
Conversations
Personalize one-to-one messages (SMS, email, chat) by inserting tokens into your replies. Look for an “Insert Custom Value” option in the composer.
Workflows and automation
Use Custom Values in workflow actions (SMS, email, internal notifications) and in conditional logic. If a value isn’t populating, check that the workflow’s trigger provides the correct context for that value.
Common cause of “not populating”: the token needs a specific trigger context. Example: membership-related tokens often require a membership-related trigger; appointment tokens require an appointment trigger.
Email templates and campaigns
Add tokens to subject lines, preview text, sender fields, and the email body to increase personalization and clarity.
SMS templates and snippets
Save repeatable, personalized messages by including Custom Values inside snippets (templates) and reusing them across the team.
Websites, funnels, and links
Insert tokens into page content and links when you want content to adapt dynamically (for example, showing a contact detail or reusing a global business link). Custom Values also work well for standardizing URLs you reuse across many pages.
Social Planner
Use Custom Values to standardize business info in posts (like a booking link or brand name), especially if you schedule content at scale.
Pro Tips
- Use clear naming: Make it obvious what the value does (e.g., “Pricing Link,” “Support Email,” “Booking Link”).
- Keep values updated: Update links/phone/emails once in Custom Values to keep everything consistent.
- Test before going live: Send yourself a test message to confirm tokens populate correctly.
- Match workflow context: If a token won’t populate, verify the workflow trigger provides the right data source.
Personalize everything without doing extra work
Build once. Reuse everywhere. Custom Values help your messaging, automation, and pages stay consistent as you scale.
Opens in a new tab.
Frequently Asked Questions
What are custom values?
Custom Values are dynamic tokens that insert contact or business information into messages, automations, and pages automatically.
Where do I create custom values?
Go to Settings → Custom Values, then click + Add Custom Value to create a new entry.
Can I use custom values inside email templates?
Yes—use them in the subject line, preview text, sender fields, and in the email body for personalization.
Why are my custom values not populating in workflows?
Usually the workflow trigger doesn’t provide the right context for that token. Match the token’s data source to the workflow trigger (e.g., membership tokens with membership triggers).
Can I use custom values inside social media posts?
Yes—Social Planner supports inserting Custom Values for consistent business details and links.
Scale personalization across your entire system
With Custom Values, you can standardize your most important details (links, support info, brand name) and personalize contact messaging automatically—without rewriting content each time.
Cleaner templates. Better automation. Consistent branding.
Disclaimer: This site is NOT endorsed by Google, Facebook or YouTube in ANY WAY. All trademarks & Logo / branding are the property of their respective owners. Please Note: This site was created in BizStackPro by Ken George II (An Affiliate of BizStackPro) and may contain affiliate links.
Copyrights 2024 | AllAboutBizStackPro.Com | Pricing | About | Features | All Rights Reserved.