Overview: Custom Values
Custom Values in Wind Solutions are user-defined placeholders that store specific information, enabling businesses to personalize communications and automate processes efficiently. By integrating Custom Values into your workflows, you can enhance customer interactions and maintain consistency across various platforms.
Key Features
Personalization
Custom Values allow the storage of individualized information for each entity, such as customers, users, or leads. This can include names, contact details, preferences, or unique identifiers like account numbers or booking references. By dynamically inserting these values, businesses can deliver highly personalized communications.
Efficiency
By centralizing data in Custom Values, users can easily access and utilize information across multiple system areas. This eliminates repetitive data entry, saves time, and minimizes errors, boosting overall productivity.
Automation
Custom Values support automation by auto-populating fields, generating personalized emails, and streamlining workflows. For example, inserting a recipient's first name into marketing emails or dynamically updating appointment details simplifies communication processes.
Consistency
Custom Values ensure uniformity in data that remains constant for groups of entities. This is essential for maintaining consistent information like company addresses, support contact details, or branding elements across all communications.
Flexibility
Users can define Custom Values to match specific business needs, making them adaptable to various industries, workflows, and organizational structures. This flexibility allows seamless alignment with unique business operations.
Updates
Modifying a Custom Value updates all instances where it is used without manual effort. This ensures that changes to data like updated addresses or new branding details are reflected system-wide instantly.
Data Integrity
Custom Values maintain data integrity by reducing discrepancies. For example, a Custom Value for appointment times ensures that the same accurate information is shared across all platforms.
Segmentation and Filtering
Custom Values can act as criteria for dividing and categorizing datasets in systems supporting segmentation. This feature aids in targeting specific audiences, enhancing reporting accuracy, and refining communications.
Centralized Management
Custom Values have a dedicated management interface, allowing users to add, modify, or delete values as needed. This streamlines the process of organizing and updating essential information efficiently.
Integration
Many systems enable the integration of Custom Values with external data sources like databases or APIs. This expands data capabilities and ensures seamless synchronization of information.
Manage Custom Values
Navigate to Settings > Custom Values in the Wind Solutions dashboard to access the Custom Values management interface. This section allows you to add, edit, delete, and organize Custom Values efficiently. Use this tool to enhance automation, maintain consistency, and personalize customer interactions.
All Values
The All Values tab displays a list of all Custom Values created within your account. Each Custom Value includes details such as its name, folder (if assigned), key, and value. This section lets you search, filter, and manage existing values.
Folders
Folders help organize your Custom Values logically. To add a folder, click the "Add Folder" button, provide a name (e.g., "Marketing Campaign 1"), and click "Create". This organizational structure simplifies managing multiple Custom Values across different categories.
Create Folders
To add a folder, click the "Add Folder" button, provide a name (e.g., "Marketing Campaign 1"), and click "Create".
Create Custom Values
To create a new Custom Value, click "New Custom Value" and provide the necessary details:
- Name: Specify a clear name for the Custom Value (e.g., "Marketing Campaign 1 Slogan").
- Value: Enter the data or text this value will represent (e.g., "Wind Solutions - Automation that moves!").
- Folder: Assign it to a relevant folder, if applicable.
Once completed, click "Create" to save the Custom Value.
Bulk Actions
You can perform bulk actions to manage multiple Custom Values at once:
- Select the Custom Values by checking the boxes next to their names.
- Choose an action such as "Move to Folder" or "Delete Custom Values" using the Bulk Actions menu.
This feature simplifies organizing or cleaning up large numbers of Custom Values.
Move To Folder / Edit / Delete Custom Values
To move, edit, or delete an individual Custom Value, click the three-dot menu next to the desired value:
- Move to Folder: Reorganize the value by assigning it to a specific folder.
- Edit Custom Value: Modify the name, value, or folder assignment directly.
- Delete Custom Value: Permanently remove the value if it's no longer needed.
These actions allow for quick and precise management of your Custom Values, ensuring they remain relevant and accurate.
Use Custom Values
Conversations
Custom Values can be seamlessly integrated into Conversations for personalized communication. For instance, when sending an email, you can include placeholders like {{contact.first_name}}, {{location.name}}, and {{user.name}} in the subject and body. These placeholders dynamically populate with the recipient's first name, the company name, and the user’s name, creating a personalized and professional tone in customer communications.
Automations/Workflows
Within Automations/Workflows, Custom Values streamline automated messages. Use placeholders like {{contact.first_name}} and {{user.name}} in SMS or email actions to personalize outgoing messages. Additionally, navigate to the Settings tab to explore and select from various Custom Value categories (e.g., Contact, User, Appointment) to enhance workflow communication and make it more relevant to recipients.
Websites/Funnels
Custom Values can be embedded into Websites and Funnels to create dynamic, personalized content. For example, use {{custom_values.first_name}} in a welcome message or call-to-action button to address visitors by their name. This enhances user experience and drives engagement by making each interaction feel uniquely tailored.
Email Campaigns & Templates
In Email Campaigns and Templates, Custom Values simplify the creation of personalized emails. Click the placeholder icon to insert tags like {{contact.first_name}} into the email body or subject line. This feature allows you to craft compelling, individualized messages that resonate with recipients, boosting open and response rates.
Social Planner
Leverage Custom Values in the Social Planner to create personalized social media posts. Use placeholders like {{right_now.middle_endian_date}} and {{custom_values.first_name}} to dynamically insert the current date or a winner's name in posts. These dynamic elements keep your social content engaging and timely while reducing manual updates.
Example Use Cases
Email Campaigns: Automatically insert a recipient's first name and recent purchase details into marketing emails to create a personalized experience.
Appointment Reminders: Send clients reminders that include specific appointment times and locations by utilizing Custom Values linked to their bookings.
Dynamic Website Content: Display personalized greetings or offers on your website by embedding Custom Values related to the visitor's previous interactions or preferences.
Specific Examples
Example #1: Personalized Fitness Club Campaign
Imagine you're managing a digital marketing campaign for a fitness club. Each member has unique fitness goals, preferred workout types, and communication preferences. Custom Values allow you to store this personalized data and use it to craft tailored marketing efforts. For example:
- Personalize Emails: Automatically populate email templates with each member’s name, preferred workout type, and membership level.
- Customize Messages: Create targeted SMS or messages addressing each member's specific preferences, such as promoting their favorite workout classes.
- Enhance Web Pages: Display personalized content on your website or funnel pages, like a greeting or exclusive offers, based on stored Custom Values.
Example #2: Re-Engagement Campaign for Fitness Club Members
Suppose you're launching a re-engagement campaign. Here’s how Custom Values can enhance your communications:
Step 1: Collecting Data
- Member A: Name: John, Preferred Workout: Yoga, Membership Level: Gold, Last Visit: June 1, 2024.
- Member B: Name: Sarah, Preferred Workout: Cardio, Membership Level: Silver, Last Visit: May 25, 2024.
Step 2: Storing Data
In Wind Solutions, create Custom Value fields to store relevant member data like names, workout preferences, membership levels, and last visit dates. Each member’s profile securely retains this information.
Step 3: Utilizing Data
- Personalized Emails: Send John an email starting with, “Hi John,” and include details about upcoming yoga classes and Gold member benefits.
- Targeted Messages: Text Sarah, saying, “Hey Sarah, we miss you! Join us for a high-energy cardio session this week.”
- Customized Web Pages: When John logs into the member portal, show a welcome message like, “Welcome back, John! Ready for your next yoga session?”
Step 4: Enhancing Customer Experience
Custom Values ensure your communication feels personal and relevant, increasing engagement and re-engagement. Tailoring content to each member’s preferences builds trust and loyalty.
By using Custom Values, you can transform generic campaigns into personalized interactions, boosting engagement and achieving better results from your marketing efforts. Whether creating promotional emails, dynamic web pages, or targeted SMS, Custom Values allow you to deliver tailored experiences at every touchpoint.
List of Default Custom Values
You may need to use the raw format of Custom Values, which removes brackets and dashes. This can be particularly useful in situations such as working with international phone numbers.
Please note that this list may not be exhaustive, as new default Custom Values may be added to the system over time.
CONTACT:
-
Full Name:
{{contact.name}} -
First Name:
{{contact.first_name}} -
Last Name:
{{contact.last_name}} -
Email:
{{contact.email}} -
Phone:
{{contact.phone}}or{{contact.phone_raw}} -
Phone (Recommended for trigger links & UTM):
Tel:{{contact.phone_raw}} -
Company Name:
{{contact.company_name}} -
Full Address:
{{contact.full_address}} -
Address 1:
{{contact.address1}} -
City:
{{contact.city}} -
State:
{{contact.state}} -
Postal Code:
{{contact.postal_code}} -
Time Zone:
{{contact.timezone}} -
Date of Birth:
{{contact.date_of_birth}} -
Source:
{{contact.source}} -
Website:
{{contact.website}} -
ID:
{{contact.id}}
USER:
-
Full Name:
{{user.name}} -
First Name:
{{user.first_name}} -
Last Name:
{{user.last_name}} -
Email:
{{user.email}} -
Phone:
{{user.phone}}or{{user.phone_raw}} -
Signature:
{{user.email_signature}} -
Calendar Link:
{{user.calendar_link}} -
Appointment Phone:
{{appointment.user.phone_raw}} -
Twilio Phone:
{{user.twilio_phone_number}} -
Twilio Phone (raw format):
{{user.twilio_phone_number_raw}}
APPOINTMENT:
-
Title:
{{appointment.title}} -
Start Date Time:
{{appointment.start_time}} -
Start Date:
{{appointment.only_start_date}} -
Start Time:
{{appointment.only_start_time}} -
End Date Time:
{{appointment.end_time}} -
End Date:
{{appointment.only_end_date}} -
End Time:
{{appointment.only_end_time}} -
Day of the Week:
{{appointment.day_of_week}} -
Month Name:
{{appointment.month}} -
Timezone:
{{appointment.timezone}} -
Cancellation Link:
{{appointment.cancellation_link}} -
Reschedule Link:
{{appointment.reschedule_link}} -
Meeting Location:
{{appointment.meeting_location}} -
Notes:
{{appointment.notes}} -
Add to Google Calendar:
{{appointment.add_to_google_calendar}} -
Add to iCal & Outlook:
{{appointment.add_to_ical_outlook}} -
Recurring > Repeats:
{{appointment.recurring.repeats}} -
Recurring > Times to Repeat:
{{appointment.recurring.times_to_repeat}} -
Assigned User > Full Name:
{{appointment.user.name}} -
Assigned User > First Name:
{{appointment.user.first_name}} -
Assigned User > Last Name:
{{appointment.user.last_name}} -
Assigned User > Email:
{{appointment.user.email}} -
Assigned User > Phone:
{{appointment.user.phone}} -
Assigned User > Phone (raw format):
{{appointment.user.phone_raw}} -
Assigned User > Signature:
{{appointment.user.email_signature}} -
Assigned User > Twilio Phone:
{{appointment.user.twilio_phone_number}}
CALENDAR:
-
Name:
{{calendar.name}} -
Campaign Event (Date, Time):
{{campaign.event_date_time}} -
Campaign Event Date:
{{campaign.event_date}} -
Campaign Event Time:
{{campaign.event_time}}
MESSAGE:
-
Message Body:
{{message.body}} -
Message Subject:
{{message.subject}}
ACCOUNT:
-
Name:
{{location.name}} -
Full Address:
{{location.full_address}} -
Address Line 1:
{{location.address}} -
City:
{{location.city}} -
State:
{{location.state}} -
Country:
{{location.country}} -
Postal Code:
{{location.postal_code}} -
Email:
{{location.email}} -
Phone:
{{location.phone}} -
Phone (raw format):
{{location.phone_raw}} -
Website:
{{location.website}} -
Logo URL:
{{location.logo_url}} -
Owner > First Name:
{{location_owner.first_name}} -
Owner > Last Name:
{{location_owner.last_name}} -
Owner > Email:
{{location_owner.email}} -
ID:
{{location.id}}
RIGHT NOW:
-
Second:
{{right_now.second}} -
Minute:
{{right_now.minute}} -
Time (24h Format):
{{right_now.hour}} -
Time (AM/PM Format):
{{right_now.hour_ampm}} -
AM/PM:
{{right_now.ampm}} -
Day of the Week (Extended):
{{right_now.day_of_week}} -
Month Name:
{{right_now.month_name}} -
Day:
{{right_now.day}} -
Month:
{{right_now.month}} -
Month (Extended):
{{right_now.month_english}} -
Year:
{{right_now.year}} -
Date (MM/DD/YYYY):
{{right_now.middle_endian_date}} -
Date (DD/MM/YYYY):
{{right_now.little_endian_date}}
ATTRIBUTION:
-
First Session Source:
{{contact.attributionSource.sessionSource}} -
First URL:
{{contact.attributionSource.url}} -
First Campaign:
{{contact.attributionSource.campaign}} -
First UTM Source:
{{contact.attributionSource.utmSource}} -
First UTM Medium:
{{contact.attributionSource.utmMedium}} -
First UTM Content:
{{contact.attributionSource.utmContent}} -
First Referrer:
{{contact.attributionSource.referrer}} -
First Campaign ID:
{{contact.attributionSource.campaignId}} -
First FB Click ID:
{{contact.attributionSource.fbclid}} -
First Google Click ID:
{{contact.attributionSource.gclid}} -
First UTM Keyword:
{{contact.attributionSource.utmKeyword}} -
First UTM Match Type:
{{contact.attributionSource.utmMatchType}} -
First Ad Group ID:
{{contact.attributionSource.adGroupId}} -
First Ad ID:
{{contact.attributionSource.adId}} -
Latest Session Source:
{{contact.lastAttributionSource.sessionSource}} -
Latest URL:
{{contact.lastAttributionSource.url}} -
Latest Campaign:
{{contact.lastAttributionSource.campaign}} -
Latest UTM Source:
{{contact.lastAttributionSource.utmSource}} -
Latest UTM Medium:
{{contact.lastAttributionSource.utmMedium}} -
Latest UTM Content:
{{contact.lastAttributionSource.utmContent}} -
Latest Referrer:
{{contact.lastAttributionSource.referrer}} -
Latest Campaign ID:
{{contact.lastAttributionSource.campaignId}} -
Latest FB Click ID:
{{contact.lastAttributionSource.fbclid}} -
Latest Google Click ID:
{{contact.lastAttributionSource.gclid}} -
Latest UTM Campaign:
{{contact.lastAttributionSource.utmCampaign}} -
Latest UTM Keyword:
{{contact.lastAttributionSource.utmKeyword}} -
Latest UTM Match Type:
{{contact.lastAttributionSource.utmMatchType}} -
Latest Ad Group ID:
{{contact.lastAttributionSource.adGroupId}} -
Latest Ad ID:
{{contact.lastAttributionSource.adId}}
Best Practices
Organize Custom Values into Folders: Categorize Custom Values logically to facilitate easy access and management. This organization enhances efficiency when setting up campaigns or templates.
Regularly Update Custom Values: Keep the information current to maintain the relevance and accuracy of your communications. Outdated data can lead to miscommunication and reduced engagement.
Use Descriptive Naming Conventions: Name Custom Values clearly to reflect their purpose, making it easier for team members to identify and apply them correctly.
Test Before Deployment: Before launching campaigns, test the Custom Values to ensure they populate correctly and display the intended information.
FAQs
What are Custom Values in Wind Solutions?
Custom Values are user-defined placeholders that store specific information, allowing for personalized and automated content across various communications.
How do I create a Custom Value?
Navigate to the 'Custom Values' section in your Wind Solutions account settings, click 'Add Custom Value,' define the name and value, and save it for use in your campaigns.
Are Custom Values case-sensitive?
Yes, when referencing Custom Values in your templates, ensure that the syntax matches exactly, including case sensitivity, to function correctly.
Can I use Custom Values in SMS messages?
Yes, Custom Values can be incorporated into SMS templates to personalize messages with information like appointment times or customer names.
Is there a limit to the number of Custom Values I can create?
Wind Solutions does not impose a specific limit on the number of Custom Values, allowing you to create as many as needed to support your business processes.
What are Differences between “Custom Fields”, Custom “Objects” and “Custom Values”?
-
Custom Fields: Used to collect and store specific data related to predefined objects like Contacts or Companies (e.g.,
Phone,Address,Service Requested). - Custom Objects: Enable the creation of new data models for unique business needs, with options to define relationships and associations (e.g., tracking projects or tasks).
- Custom Values: Serve as predefined placeholders for static or frequently used information that can be referenced across the system (e.g., URLs, names, or codes).
Each feature addresses different customization levels: fields for granular data, objects for complex structures, and values for static data reuse.
Conclusion
Implementing Custom Values in Wind Solutions enhances personalization, automates workflows, and ensures consistency across your business communications, leading to improved customer engagement and operational efficiency.