GoHighLevel Custom Values/Fields: A Simple Guide

Rebecca M

GoHighLevel Custom Values/Fields

GoHighLevel Custom Values/ Fields are one of the most powerful ways to get your CRM system to work just as you camped and came. Whether you are a digital marketing agency, a small business, or an online shop, they help you personalize your communications, automate your workflows, and store the correct information in the right place.

First, GoHighLevel is another CRM platform. But as you dig deeper, it has more flexibility than any other tool. The GoHighLevel Custom Values/Fields are a significant factor. They enable users to design customized labels and values that fit their business requirements.

In this article, we’ll appear at every part you wish to know about GoHighLevel Custom Values/Fields. From what they are, how to use them, and why they matter, this article will guide you to tap into the full potential of magnetic products with plain language and practical cases.

What Are GoHighLevel Custom Values/Fields?

GoHighLevel Custom Values/Fields are proprietary data tags or placeholders that you can use inside the GoHighLevel application. These values let you insert dynamic content into your funnels, emails, SMS campaigns, and automation workflows.

Instead of writing a simple generic email that says “Hi there,” you can use the custom values like {{contact.first_name}} to write, for example, “Hey John.” That’s a simple built-in value, but GoHighLevel Custom Values/Fields allow you to take it a step further by allowing you to create your own.

Assume that you are marketing lead management for a fitness coaching company. You can create fields like “Fitness Goal” or “Preferred Workout Time.” Today, when you send follow-ups or build automation, your messages can automatically change based on that data.

Why Are Custom Values and Fields So Useful?

The real magic of GoHighLevel Custom Fields/Values occurs at customization and automation levels. Here’s why they’re so helpful:

Better Personalization

People respond to words that feel personalized because they are easy to use. Custom values allow you to personalize emails, SMS, and landing pages without editing them individually.

Saves Time

Instead of copying and pasting the same information into any message or channel, smart fields allow you to automate the process. Once a field is completed, it can be reused as often as necessary.

Improves Accuracy

By having one field spanning multiple spots, there is less chance of human error. You can rely on the fact that your messages will always be correct.

Boosts Conversions

Personal messages are much more effective than customer messages. When users believe your business “understands” them, they will be more likely to respond—whether to schedule a call or make a purchase.

Types of GoHighLevel Custom Values/Fields

GoHighLevel offers the ability to manipulate two types of values: custom fields and custom values. Although they may seem alike, they function somewhat differently.

1. Custom Fields

Custom fields are associated with a contact or opportunity. They act as additional data columns where you can keep details particular to every contact. For example:

Favorite product

Birthday

Budget

Business Type

Once included in a contract, you can utilize them via form, automation, and messaging.

2. Custom Values

Custom values would be more like static placeholders. Regarding them as global variables, you set them once and use them everywhere. Some examples include

Company phone number

Support email

Website URL

Discount codes

You can manage these under Settings > Custom Values and insert them into funnels, emails, or other areas as you like.

Both kinds of GoHighLevel custom values/fields deliver various advantages, and when used together, they could help you create complex automated workflows.

How to Create Custom Fields in GoHighLevel

You can easily set up object custom fields. Just follow these steps:

Go to your GoHighLevel dashboard.

Click on “Settings” from the bottom left menu.

Choose “Custom Fields.”

Enter the field type (text, dropdown, date, etc.)

Name the field and save.

Once it’s saved, you can find it under the contact’s profile page. You can now use it in forms or automation just as you would use built-in fields.

For example, if you have a field entered as “Project Deadline,” you can use it in your follow-up email like this:

How to Use Custom Values in GoHighLevel

To create a custom value:

Navigate to Settings > Custom Values.

Click “+ Add Custom Value.”

Generate name ( ny.ex. “company_name” or “main_offer”)

Adding the value (e.g., “BrightTech Solutions)” or “20% off SEO Plans”).

Once created, you can use the shortcode on any message, email, or filter page. Just put {{custom_values.name}}, and the platform will substitute it for your set value.

This is particularly handy for multi-location businesses or agency owners of many client brands. You can swap out values for different clients without modifying the automation format.

Smart Uses for GoHighLevel Custom Values/Fields

Here are some real-world examples of GoHighLevel Custom Values/Fields.

Appointment Reminders: Include fields such as appointment time, place, and meeting type.

Lead Forms: Get custom data with your forms (e.g., “How did you find us?”).

Sales Pipelines: Log important metrics like “Estimated Close Date” or “Deal Size.”

Email Campaign: Update global values like brand name and contact email, and offer emails simultaneously.

Client Onboarding: Keep essential facts such as the account manager’s name or client objectives.

Both of these examples demonstrate how capable and useful these features are. High-level custom values/fields will keep you organized and efficiently scaling whether you have a one-man shop or thousands of customers.

Best Practices for Using Custom Fields and Values

Here are some must-follow convenient hints to make the most of GoHighLevel Custom Values/Fields.

Be Clear on Names: Use descriptive names, such as “preferred_contact_method” instead of “field1.”

By Function Organize: Have fields arranged by function (e.g., lead information, sales information, customer support).

Prevent Duplicates: Steer clear of duplicating fields in the same space; this will confuse.

Test Everything: Always test your automation with sample contacts to verify that fields are appropriately filled.

Use Merge Tags Wisely. If a field is blank and you include it in an email, set a default like “there” or “friend.”

Common Mistakes to Avoid

Although GoHighLevel Custom Values/Fields are user-friendly, there are some mistakes you wish to avoid:

Over-engineering the system: Too many unnecessary fields can confuse your dashboard and make it hard to manage.

Not training your team: Ensure your team knows how to update the field and its usage in automation.

Not to update global values: If you run multiple brands, update the right values for the right workspace.

Final Thoughts: GoHighLevel Custom Values/Fields

If you care about marketing automation and want a better CRM workflow, GoHighLevel Custom Values/Fields is one of the first features you should learn. They are robust, malleable, and unexpectedly simple to use as soon as you learn them.

If you invest in setting up custom fields and values correctly, you’ll save yourself work hours in the future, and your customers will benefit from it. Personalization is key, and with GoHighLevel, you have the assets to punch every touch with your unique, relevant message.

FAQs About GoHighLevel Custom Values/Fields

What Is The Difference Between A Custom Field And A Custom Value In Go High Level?

Special fields are connected to contacts or opportunities and record exclusive details for each individual. Custom values are a global placeholder you set once and use everywhere on your account.

How can I insert a specific value into an email or SMS?

Use the format for the merge tag: {{custom_values.your_value_name}}. Doing this will automatically receive the value you’ve defined.

Are There A Regulated Number Of Custom Fields(Android, Ios)?

There might not be a set rule, but it is advised to keep your setup neat and tidy and avoid getting cluttered with too many redundant fields.

Can I Use My Values In Different Subs At High Level?

Yes, but every sub-account will require a custom value to be configured separately. They are not automatically carried over from one to another.

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