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Custom Values Settings

Learn to create, organize, and configure settings for Custom Values in GHL Customer Care. How to use custom values across emails, SMS, funnels, and automations.

2 min read525 words20 explained imagesUpdated Fri, 25 Jul, 2025 at 12:31 PM
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On this page
  1. What Are Custom Values?
  2. How To Create Custom Values
  3. How To Manage Custom Values
  4. Folders
  5. Folder Menu
  6. Rename Folder
  7. Delete Folder
  8. Search
  9. Item Menu
  10. Item Move To Folder
  11. Item Edit Custom Value
  12. Item Delete Custom Value
  13. Bulk Actions
  14. Bulk Move To Folder
  15. Bulk Delete Custom Value

Custom Values are key:value pairs that can be created once and reused throughout the platform.

TABLE OF CONTENTS

What Are Custom Values?

The Custom Value function is a Key and a Value that can be accessed anywhere in the platform. Instead of writing the same value over and over again in many places, you can write the Key everywhere. Then, if you change the one Value in the Custom Values list, the Key will be updated everywhere automatically.

What Are Custom Values? (video 1) Open in a new tab

How To Create Custom Values

Step 1: Navigate to Custom Values

In the Sub-Account, navigate to Settings > Custom Values.

How To Create Custom Values (image 1 of 20) What this shows In the Sub-Account, navigate to Settings > Custom Values. What this shows Illustrates the "How To Create Custom Values" section of "Custom Values Settings". This screenshot appears in the "How To Create Custom Values" section of "Custom Values Settings". The text alongside this image reads: In the Sub-Account, navigate to Settings > Custom Values. The navigation path used here is Settings > Custom Values. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Click the New Custom Value button in the upper right. Path: Settings > Custom ValuesImage 1 of 20 What this coversIn the Sub-Account, navigate to Settings > Custom Values.
Fields in this part of the guide Folder field (optional)
Buttons and menus referenced Settings > Custom Values
Next stepClick the New Custom Value button in the upper right.
All 3 steps in this procedure
  1. Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value).
  2. Value field.
  3. Folder field (optional)
How To Create Custom Values (image 2 of 20) What this shows In the Sub-Account, navigate to Settings > Custom Values. What this shows Illustrates the "How To Create Custom Values" section of "Custom Values Settings". This screenshot appears in the "How To Create Custom Values" section of "Custom Values Settings". The text alongside this image reads: In the Sub-Account, navigate to Settings > Custom Values. The navigation path used here is Settings > Custom Values. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Click the New Custom Value button in the upper right. Path: Settings > Custom ValuesImage 2 of 20 What this coversIn the Sub-Account, navigate to Settings > Custom Values.
Fields in this part of the guide Folder field (optional)
Buttons and menus referenced Settings > Custom Values
Next stepClick the New Custom Value button in the upper right.
All 3 steps in this procedure
  1. Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value).
  2. Value field.
  3. Folder field (optional)

Step 2: Create Custom Value

Click the New Custom Value button in the upper right.

How To Create Custom Values (image 3 of 20) What this shows Click the New Custom Value button in the upper right. What this shows Illustrates the "How To Create Custom Values" section of "Custom Values Settings". This screenshot appears in the "How To Create Custom Values" section of "Custom Values Settings". The text alongside this image reads: Click the New Custom Value button in the upper right. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Fill in all of the relevant fields. Image 3 of 20 What to clickClick the New Custom Value button in the upper right.
Fields in this part of the guide Folder field (optional)
Buttons and menus referenced Settings > Custom Values
Next stepFill in all of the relevant fields:
All 3 steps in this procedure
  1. Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value).
  2. Value field.
  3. Folder field (optional)

Step 3: Fill Fields

Fill in all of the relevant fields:

  1. Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value).
  2. Value field.
  3. Folder field (optional)
How To Create Custom Values (image 4 of 20) What this shows Name field. What this shows Illustrates the "How To Create Custom Values" section of "Custom Values Settings". This screenshot appears in the "How To Create Custom Values" section of "Custom Values Settings". The text alongside this image reads: Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value). Value field. Folder field (optional). This part of the guide covers 1 field, listed below. Immediately after, the guide continues: There are several management actions you can do with Custom Values once they are created. Image 4 of 20 What this coversName field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value). Value field. Folder field (optional)
Fields in this part of the guide Folder field (optional)
Buttons and menus referenced Settings > Custom Values
Next stepThere are several management actions you can do with Custom Values once they are created.
All 3 steps in this procedure
  1. Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value).
  2. Value field.
  3. Folder field (optional)
How To Create Custom Values (image 5 of 20) What this shows Name field. What this shows Illustrates the "How To Create Custom Values" section of "Custom Values Settings". This screenshot appears in the "How To Create Custom Values" section of "Custom Values Settings". The text alongside this image reads: Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value). Value field. Folder field (optional). This part of the guide covers 1 field, listed below. Immediately after, the guide continues: There are several management actions you can do with Custom Values once they are created. Image 5 of 20 What this coversName field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value). Value field. Folder field (optional)
Fields in this part of the guide Folder field (optional)
Buttons and menus referenced Settings > Custom Values
Next stepThere are several management actions you can do with Custom Values once they are created.
All 3 steps in this procedure
  1. Name field. The Key part of the Custom Value will be created from the Name (ex: My Custom Value will be custom_values.my_custom_value).
  2. Value field.
  3. Folder field (optional)

How To Manage Custom Values

There are several management actions you can do with Custom Values once they are created. 

Folders

Click on the Folders tab and then the Add New Custom Value Folder button. Folders with Custom Values in them will appear in the All Values list > Folder column. All folders will be listed in the Folders list.

Custom Values can only be in one Folder at a time. Folders cannot be nested inside other Folders.
Folders (image 6 of 20) What this shows Custom Values can only be in one Folder at a time. What this shows Illustrates the "Folders" section of "Custom Values Settings". This screenshot appears in the "Folders" section of "Custom Values Settings". The text alongside this image reads: Custom Values can only be in one Folder at a time. Folders cannot be nested inside other Folders. Immediately after, the guide continues: Click on the three dots menu at the right side of the Folder list item. Image 6 of 20 What this coversCustom Values can only be in one Folder at a time. Folders cannot be nested inside other Folders. Next stepClick on the three dots menu at the right side of the Folder list item.
Folders (image 7 of 20) What this shows Custom Values can only be in one Folder at a time. What this shows Illustrates the "Folders" section of "Custom Values Settings". This screenshot appears in the "Folders" section of "Custom Values Settings". The text alongside this image reads: Custom Values can only be in one Folder at a time. Folders cannot be nested inside other Folders. Immediately after, the guide continues: Click on the three dots menu at the right side of the Folder list item. Image 7 of 20 What this coversCustom Values can only be in one Folder at a time. Folders cannot be nested inside other Folders. Next stepClick on the three dots menu at the right side of the Folder list item.
Folders (image 8 of 20) What this shows Custom Values can only be in one Folder at a time. What this shows Illustrates the "Folders" section of "Custom Values Settings". This screenshot appears in the "Folders" section of "Custom Values Settings". The text alongside this image reads: Custom Values can only be in one Folder at a time. Folders cannot be nested inside other Folders. Immediately after, the guide continues: Click on the three dots menu at the right side of the Folder list item. Image 8 of 20 What this coversCustom Values can only be in one Folder at a time. Folders cannot be nested inside other Folders. Next stepClick on the three dots menu at the right side of the Folder list item.

Folder Menu

Click on the three dots menu at the right side of the Folder list item.

Folder Menu (image 9 of 20) What this shows Click on the three dots menu at the right side of the Folder list item. What this shows Illustrates the "Folder Menu" section of "Custom Values Settings". This screenshot appears in the "Folder Menu" section of "Custom Values Settings". The text alongside this image reads: Click on the three dots menu at the right side of the Folder list item. Immediately after, the guide continues: Click Rename Folder. Fill in a new folder name. Image 9 of 20 What to clickClick on the three dots menu at the right side of the Folder list item. Next stepClick Rename Folder. Fill in a new folder name.

Rename Folder

Click Rename Folder. Fill in a new folder name.

Rename Folder (image 10 of 20) What this shows Click Rename Folder. What this shows Illustrates the "Rename Folder" section of "Custom Values Settings". This screenshot appears in the "Rename Folder" section of "Custom Values Settings". The text alongside this image reads: Click Rename Folder. Fill in a new folder name. Immediately after, the guide continues: Click Delete Folder. You will see a modal asking for confirmation. Image 10 of 20 What to fill inClick Rename Folder. Fill in a new folder name. Next stepClick Delete Folder. You will see a modal asking for confirmation.

Delete Folder

Click Delete Folder. You will see a modal asking for confirmation.

Delete Folder (image 11 of 20) What this shows Click Delete Folder. What this shows Illustrates the "Delete Folder" section of "Custom Values Settings". This screenshot appears in the "Delete Folder" section of "Custom Values Settings". The text alongside this image reads: Click Delete Folder. You will see a modal asking for confirmation. Immediately after, the guide continues: At the top right of the All Values list is the search field. Type your search term inside and the list of Custom Values will filter down to only items that match the keyword. Image 11 of 20 What to clickClick Delete Folder. You will see a modal asking for confirmation. Next stepAt the top right of the All Values list is the search field. Type your search term inside and the list of Custom Values will filter down to only items that match the keyword.

At the top right of the All Values list is the search field. Type your search term inside and the list of Custom Values will filter down to only items that match the keyword.

Search (image 12 of 20) What this shows At the top right of the All Values list is the search field. What this shows Illustrates the "Search" section of "Custom Values Settings". This screenshot appears in the "Search" section of "Custom Values Settings". The text alongside this image reads: At the top right of the All Values list is the search field. Type your search term inside and the list of Custom Values will filter down to only items that match the keyword. Immediately after, the guide continues: Click the three dot menu to the left of the Custom Value to open the menu. Image 12 of 20 What to fill inAt the top right of the All Values list is the search field. Type your search term inside and the list of Custom Values will filter down to only items that match the keyword. Next stepClick the three dot menu to the left of the Custom Value to open the menu.

Item Menu

Click the three dot menu to the left of the Custom Value to open the menu.

Item Menu (image 13 of 20) What this shows Click the three dot menu to the left of the Custom Value to open the menu. What this shows Illustrates the "Item Menu" section of "Custom Values Settings". This screenshot appears in the "Item Menu" section of "Custom Values Settings". The text alongside this image reads: Click the three dot menu to the left of the Custom Value to open the menu. Immediately after, the guide continues: Click Move To Folder. In the modal, select the target folder and click Move. Image 13 of 20 What to clickClick the three dot menu to the left of the Custom Value to open the menu. Next stepClick Move To Folder. In the modal, select the target folder and click Move.

Item Move To Folder

Click Move To Folder. In the modal, select the target folder and click Move.

Item Move To Folder (image 14 of 20) What this shows Click Move To Folder. What this shows Illustrates the "Item Move To Folder" section of "Custom Values Settings". This screenshot appears in the "Item Move To Folder" section of "Custom Values Settings". The text alongside this image reads: Click Move To Folder. In the modal, select the target folder and click Move. Immediately after, the guide continues: Click Edit Custom Value. In the modal, you can fill in a new Name, new Value, and/or move it to a new folder. Remember that changing the Name will not change the Key. Image 14 of 20 What to chooseClick Move To Folder. In the modal, select the target folder and click Move. Next stepClick Edit Custom Value. In the modal, you can fill in a new Name, new Value, and/or move it to a new folder. Remember that changing the Name will not change the Key.

Item Edit Custom Value

Click Edit Custom Value. In the modal, you can fill in a new Name, new Value, and/or move it to a new folder. Remember that changing the Name will not change the Key.

Item Edit Custom Value (image 15 of 20) What this shows Click Edit Custom Value. What this shows Illustrates the "Item Edit Custom Value" section of "Custom Values Settings". This screenshot appears in the "Item Edit Custom Value" section of "Custom Values Settings". The text alongside this image reads: Click Edit Custom Value. In the modal, you can fill in a new Name, new Value, and/or move it to a new folder. Remember that changing the Name will not change the Key. Immediately after, the guide continues: Click Delete Custom Value. A modal will appear asking for confirmation. Image 15 of 20 What to fill inClick Edit Custom Value. In the modal, you can fill in a new Name, new Value, and/or move it to a new folder. Remember that changing the Name will not change the Key. Next stepClick Delete Custom Value. A modal will appear asking for confirmation.

Item Delete Custom Value

Click Delete Custom Value. A modal will appear asking for confirmation.

Item Delete Custom Value (image 16 of 20) What this shows Click Delete Custom Value. What this shows Illustrates the "Item Delete Custom Value" section of "Custom Values Settings". This screenshot appears in the "Item Delete Custom Value" section of "Custom Values Settings". The text alongside this image reads: Click Delete Custom Value. A modal will appear asking for confirmation. Immediately after, the guide continues: Click one or more checkboxes and the Bulk Actions button will appear. Click the button and a menu will appear, or click Unselect All. Image 16 of 20 What to clickClick Delete Custom Value. A modal will appear asking for confirmation. Next stepClick one or more checkboxes and the Bulk Actions button will appear. Click the button and a menu will appear, or click Unselect All.

Bulk Actions

Click one or more checkboxes and the Bulk Actions button will appear. Click the button and a menu will appear, or click Unselect All.

Bulk Actions (image 17 of 20) What this shows Click one or more checkboxes and the Bulk Actions button will appear. What this shows Illustrates the "Bulk Actions" section of "Custom Values Settings". This screenshot appears in the "Bulk Actions" section of "Custom Values Settings". The text alongside this image reads: Click one or more checkboxes and the Bulk Actions button will appear. Click the button and a menu will appear, or click Unselect All. Immediately after, the guide continues: Click Move To Folder then select the target folder in the modal. After you move the selected Custom Values they will have the target folder listed in the Folder column. Image 17 of 20 What to clickClick one or more checkboxes and the Bulk Actions button will appear. Click the button and a menu will appear, or click Unselect All. Next stepClick Move To Folder then select the target folder in the modal. After you move the selected Custom Values they will have the target folder listed in the Folder column.

Bulk Move To Folder

Click Move To Folder then select the target folder in the modal. After you move the selected Custom Values they will have the target folder listed in the Folder column.

Bulk Move To Folder (image 18 of 20) What this shows Click Move To Folder then select the target folder in the modal. What this shows Illustrates the "Bulk Move To Folder" section of "Custom Values Settings". This screenshot appears in the "Bulk Move To Folder" section of "Custom Values Settings". The text alongside this image reads: Click Move To Folder then select the target folder in the modal. After you move the selected Custom Values they will have the target folder listed in the Folder column. Immediately after, the guide continues: Click Delete Custom Value. You will get a modal asking if you're sure you want to delete the selected Custom Values. Image 18 of 20 What to chooseClick Move To Folder then select the target folder in the modal. After you move the selected Custom Values they will have the target folder listed in the Folder column. Next stepClick Delete Custom Value. You will get a modal asking if you're sure you want to delete the selected Custom Values.
Bulk Move To Folder (image 19 of 20) What this shows Click Move To Folder then select the target folder in the modal. What this shows Illustrates the "Bulk Move To Folder" section of "Custom Values Settings". This screenshot appears in the "Bulk Move To Folder" section of "Custom Values Settings". The text alongside this image reads: Click Move To Folder then select the target folder in the modal. After you move the selected Custom Values they will have the target folder listed in the Folder column. Immediately after, the guide continues: Click Delete Custom Value. You will get a modal asking if you're sure you want to delete the selected Custom Values. Image 19 of 20 What to chooseClick Move To Folder then select the target folder in the modal. After you move the selected Custom Values they will have the target folder listed in the Folder column. Next stepClick Delete Custom Value. You will get a modal asking if you're sure you want to delete the selected Custom Values.

Bulk Delete Custom Value

Click Delete Custom Value. You will get a modal asking if you're sure you want to delete the selected Custom Values.

Bulk Delete Custom Value (image 20 of 20) What this shows Click Delete Custom Value. What this shows Illustrates the "Bulk Delete Custom Value" section of "Custom Values Settings". This screenshot appears in the "Bulk Delete Custom Value" section of "Custom Values Settings". The text alongside this image reads: Click Delete Custom Value. You will get a modal asking if you're sure you want to delete the selected Custom Values. Image 20 of 20 What to clickClick Delete Custom Value. You will get a modal asking if you're sure you want to delete the selected Custom Values.

Frequently asked questions

What Are Custom Values?
The Custom Value function is a Key and a Value that can be accessed anywhere in the platform. Instead of writing the same value over and over again in many places, you can write the Key everywhere. Then, if you change the one Value in the Custom Values list, the Key will be updated everywhere automatically.

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