All About Custom Values: A Master Help Guide

Custom Values let you pull in saved details automatically - like a contact’s name, appointment time, or your business information so you don’t have to type them out every time. You’ll usually use these in emails, SMS or workflows when you want things to feel personal or dynamic.

Think of Custom Values as smart placeholders. Instead of hard-coding information like your business name, booking link, support email, or offer details into multiple places, you store it once as a Custom Value and reuse it everywhere. When that value changes, it automatically updates everywhere it’s being used.

Custom Values are especially powerful for scaling, maintaining consistency, and reducing errors across your system, particularly if you’re running multiple offers, funnels, or client journeys.

You can use custom values in many places - such as emails, SMS, workflows, opportunities, invoices and more.

As your account grows, it’s important to keep your Custom Values organised.

Ivorey allows you to group Custom Values into folders, making it easier to manage and find what you need. Many users create folders for things like:

• Business information

• Links & URLs

• Offers & pricing

• Team or support details

• Automation-specific values

Keeping your Custom Values organised ensures your system stays clean, scalable, and easy to maintain.

• 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}}

• 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}}

• 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}}

• Name of the month: {{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}}

• Account/Business 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}}

• Account ID: {{location.id}}

• 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}}

• Day of the week: {{right_now.day_of_week}}

• Session Source: {{contact.attributionSource.sessionSource}}

• URL: {{contact.attributionSource.url}}

• Campaign: {{contact.attributionSource.campaign}}

• UTM Source: {{contact.attributionSource.utmSource}}

• UTM Medium: {{contact.attributionSource.utmMedium}}

• UTM Content: {{contact.attributionSource.utmContent}}

• Referrer: {{contact.attributionSource.referrer}}

• Campaign ID: {{contact.attributionSource.campaignId}}

• FB Click ID: {{contact.attributionSource.fbclid}}

• Google Click ID: {{contact.attributionSource.gclid}}

• UTM Keyword: {{contact.attributionSource.utmKeyword}}

• UTM Match Type: {{contact.attributionSource.utmMatchType}}

• Ad Group ID: {{contact.attributionSource.adGroupId}}

• Ad ID: {{contact.attributionSource.adId}}

• Session Source: {{contact.lastAttributionSource.sessionSource}}

• URL: {{contact.lastAttributionSource.url}}

• Campaign: {{contact.lastAttributionSource.campaign}}

• UTM Source: {{contact.lastAttributionSource.utmSource}}

• UTM Medium: {{contact.lastAttributionSource.utmMedium}}

• UTM Content: {{contact.lastAttributionSource.utmContent}}

• Referrer: {{contact.lastAttributionSource.referrer}}

• Campaign ID: {{contact.lastAttributionSource.campaignId}}

• FB Click ID: {{contact.lastAttributionSource.fbclid}}

• Google Click ID: {{contact.lastAttributionSource.gclid}}

• UTM Campaign: {{contact.lastAttributionSource.utmCampaign}}

• UTM Keyword: {{contact.lastAttributionSource.utmKeyword}}

• UTM Match Type: {{contact.lastAttributionSource.utmMatchType}}

• Ad Group ID: {{contact.lastAttributionSource.adGroupId}}

• Ad ID: {{contact.lastAttributionSource.adId}}