# How to Use Custom Menu Links in SaaS Plans > This article explains how to use Custom Menu Links (CMLs) in SaaS plans to streamline the process of adding 3rd-party solutions to GHL Customer Care. With… - Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-use-custom-menu-links-in-saas-plans - Section: SaaS Configurator / Saas Mode - Reading time: 3 min - Images: 6, each explained below --- This article explains how to use Custom Menu Links (CMLs) in SaaS plans to streamline the process of adding 3rd-party solutions to GHL Customer Care. With this feature, agencies can automatically apply CML configurations to new sub-accounts when they subscribe to a specific SaaS plan, improving efficiency and enhancing SaaS offerings. --- **TABLE OF CONTENTS** - [What Are Custom Menu Links?](#what-are-custom-menu-links) - [Benefits Of Custom Menu Links](#benefits-of-custom-menu-links) - [Create Custom Menu Links](#create-custom-menu-links) - [Getting the user's context within the Custom Menu Link](#getting-the-users-context-within-the-custom-menu-link)[ ](#how-to-add-custom-menu-links-in-saas-plans) - [How to Add Custom Menu Links in SaaS Plans](#how-to-add-custom-menu-links-in-saas-plans) - [Frequently Asked Questions](#frequently-asked-questions) # **What Are Custom Menu Links?** Custom Menu Links (CMLs) allow agencies to embed 3rd-party solutions, such as AI tools, inventory management systems, or virtual assistant tools, directly into the GHL Customer Care app. By linking these tools through iframes, agencies can offer an integrated experience to their users. --- ## **Browse Custom Menu Links Across Multiple Pages** The Custom Menu Links selection window includes pagination for agencies with large link libraries. 1\. Select the links you want to attach. 2\. Use Previous, Next, or the page numbers to browse more links. 3\. Click Attach Selected. ![Browse Custom Menu Links Across Multiple Pages (image 1 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155076600695/original/dDyRKIazQ7zO6ofs00vX3xLmA7OcVgNavg.png) **Browse Custom Menu Links Across Multiple Pages (image 1 of 6)** This screenshot appears in the "Browse Custom Menu Links Across Multiple Pages" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: 2. Use Previous, Next, or the page numbers to browse more links. Immediately after, the guide continues: Many SaaS businesses offer additional solutions alongside GHL Customer Care features as part of their service package. With this functionality, Custom Menu Links can now be tied directly to SaaS plans. When a new sub-account subscribes to a…. - What this covers: 2. Use Previous, Next, or the page numbers to browse more links. - Next: Many SaaS businesses offer additional solutions alongside GHL Customer Care features as part of their service package. With this functionality, Custom Menu Links can now be tied directly to SaaS plans. When a new sub-account subscribes to a plan, the associated Custom Menu Links are automatically applied without requiring manual setup. --- ## **Benefits Of Custom Menu Links** Many SaaS businesses offer additional solutions alongside GHL Customer Care features as part of their service package. With this functionality, Custom Menu Links can now be tied directly to SaaS plans. When a new sub-account subscribes to a plan, the associated Custom Menu Links are automatically applied without requiring manual setup. - **Auto Deployment**: Automating CML setup for new sub-accounts eliminates manual configuration. - **Enhanced User Experience**: Embedded solutions feel like a native part of the GHL Customer Care app. - **Consistency**: Ensures that all sub-accounts subscribing to a plan receive the same setup. - **Plan-Level Configuration**: Add CMLs directly to SaaS plans, ensuring all new sub-accounts inherit the links. - **Easy Updates**: Add or modify CMLs in existing SaaS plans, and changes will apply to all future sub-accounts that subscribe to the plan. - **Scalability**: Simplifies onboarding as your SaaS offering grows. --- ## **Create Custom Menu Links** Navigate to **Agency Account > Settings > Custom Menu Links** > Create New or Edit. Fill out the settings. In the URL field you can use **Custom Values**, for example: http://url.com/{{location.id}}?value={{custom\_values.my\_value}}. These {{string}} are called Merge Fields and a full list is here: [List of Merge Fields](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/list-of-merge-fields). ![Create Custom Menu Links (image 2 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048499152/original/JRURct4F_iUPvfhPe1W3ng8flnjjEvlPKA.png) **Create Custom Menu Links (image 2 of 6)** This screenshot appears in the "Create Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Navigate to Agency Account > Settings > Custom Menu Links > Create New or Edit. Fill out the settings. In the URL field you can use Custom Values, for example: http://url.com/{{location.id}}?value={{custom_values.my_value}}. These {{string}} are called Merge Fields and a full list is here: List of…. The navigation path used here is Agency Account > Settings > Custom Menu Links > Create New. Immediately after, the guide continues: While creating the Custom Menu Link, you can set the URL like this. - Path: Agency Account > Settings > Custom Menu Links > Create New - Where to go: Navigate to Agency Account > Settings > Custom Menu Links > Create New or Edit. Fill out the settings. In the URL field you can use Custom Values, for example: http://url.com/{{location.id}}?value={{custom_values.my_value}}. These {{string}} are called Merge Fields and a full list is here: List of Merge Fields. - Controls: Custom Values - Next: While creating the Custom Menu Link, you can set the URL like this: --- ## **Getting the user's context within the Custom Menu Link** While creating the Custom Menu Link, you can set the URL like this: https://test.com/test?fname={{user.first\_name}}&lname={{user.last\_name}}&location\_id={{location.id}}&custom\_value\_example={{custom\_values.example\_field\_name}} This way, when a user clicks on the link, GHL Customer Care will dynamically replace the param variables with actual values based on the user's context. You can extract these params from the URL and get the user's context. **Supported params to CML** user.first\_name user.last\_name user.name user.phone user.email location.id location.name location.city location.state location.country location.address location.email location.phone location.postal\_code location.full\_address location.website location.logo\_url location\_owner.first\_name location\_owner.last\_name location\_owner.email custom\_values.{CUSTOM\_VALUE\_NAME} ## **How to Add Custom Menu Links in SaaS Plans** ### **Step 1:** Create a New SaaS Plan - Log in to your GHL Customer Care agency dashboard. - Navigate to the **SaaS Configurations** section. - Select **Create New Plan.** ![Step 1: Create a New SaaS Plan (image 3 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036925372/original/c564q4W1JOz5DAJIuSvQMu9e9MpGO1rYjg.png) **Step 1: Create a New SaaS Plan (image 3 of 6)** This screenshot appears in the "Step 1: Create a New SaaS Plan" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Log in to your GHL Customer Care agency dashboard. Navigate to the SaaS Configurations section. Select Create New Plan. Immediately after, the guide continues: For existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs. - What to choose: Log in to your GHL Customer Care agency dashboard. Navigate to the SaaS Configurations section. Select Create New Plan. - Controls: SaaS Configurations, Create New Plan. - Next: For existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs. Full procedure: 1. Log in to your GHL Customer Care agency dashboard. 2. Navigate to the SaaS Configurations section. 3. Select Create New Plan. ### **Optional:** Update Existing SaaS Plans - For existing plans, you can add new Custom Menu Links. - Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs. ![Optional: Update Existing SaaS Plans (image 4 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036925363/original/ldJfpgDfKghGztYkQh83822u3uZZTWuo4Q.png) **Optional: Update Existing SaaS Plans (image 4 of 6)** This screenshot appears in the "Optional: Update Existing SaaS Plans" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: For existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs. Immediately after, the guide continues: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. - What this covers: For existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs. - Next: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. Full procedure: 1. For existing plans, you can add new Custom Menu Links. 2. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs. ### **Step 2:** Add Custom Menu Links - Go to the **Custom Menu Links** section within the SaaS plan configuration. - Add the 3rd-party solutions you want to embed using the iframe URLs. - Assign names and organize the CMLs as needed for the end-user experience. ![Step 2: Add Custom Menu Links (image 5 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036925318/original/sNXOkIbtL_Drx4AR-7MMREIkW8i-3c5s_w.png) **Step 2: Add Custom Menu Links (image 5 of 6)** This screenshot appears in the "Step 2: Add Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. Immediately after, the guide continues: Save your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links. - Where to go: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. - Controls: Custom Menu Links - Next: Save your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links. Full procedure: 1. Go to the Custom Menu Links section within the SaaS plan configuration. 2. Add the 3rd-party solutions you want to embed using the iframe URLs. 3. Assign names and organize the CMLs as needed for the end-user experience. ![Step 2: Add Custom Menu Links (image 6 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036925410/original/C0W5LvDMwm24BnY07Zhm3cBCMPXuMsufRw.png) **Step 2: Add Custom Menu Links (image 6 of 6)** This screenshot appears in the "Step 2: Add Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. Immediately after, the guide continues: Save your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links. - Where to go: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. - Controls: Custom Menu Links - Next: Save your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links. Full procedure: 1. Go to the Custom Menu Links section within the SaaS plan configuration. 2. Add the 3rd-party solutions you want to embed using the iframe URLs. 3. Assign names and organize the CMLs as needed for the end-user experience. ### **Step 3:** Save and Apply the Plan - Save your changes to the SaaS plan. - Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links. --- ## **Frequently Asked Questions** **Q: What happens to existing sub-accounts when I update a SaaS plan with new Custom Menu Links?** Updates to a SaaS plan only apply to new sub-accounts subscribing to the plan. Existing sub-accounts must be manually updated with the new CMLs. **Q: Can I edit or remove Custom Menu Links after they are applied to sub-accounts?** Yes, you can edit or remove Custom Menu Links in SaaS plans, but changes will only affect new sub-accounts subscribing to the plan. **Q: Are Custom Menu Links limited to specific 3rd-party solutions?** No, you can embed any tool or solution that supports iframes via a URL. **Q: Can I use this feature for non-SaaS accounts?** Custom Menu Links are primarily intended for SaaS plans. For non-SaaS accounts, CMLs must be manually added. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com