What Are Custom Values?

Custom Values let you pull in saved details automatically - like a contact’s name, appointment time, or your business info 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.

You can also create your own custom values under Settings > Custom Values. For example, you could create a one-liner about what your business does and save it as a custom value. Then, when you're writing emails or landing pages, you can quickly and easily pull in that text about you.

Where Can You Use Custom Values?

You can use custom values in many places - such as emails, SMS, workflows, opportunities, invoices and more. However please note, just because you see a custom value option, it does NOT guarantee the data will populate. Data will only populate if:

The data is in the system, e.g. the information has been gained and stored via a form or other setting
The trigger you are using will pass-through the custom value. For this reason, always test your work to ensure it populates as intended.

How To Insert Custom Values?

There is a custom value icon that you will see throughout the Ivorey™ platform, wherever the feature is available.

List Of Standard Custom Values

👤 Contact Custom Values

Details pulled from a contact record - like pre-populating a customers name into an email or SMS.

Example input: Hi {{contact.first_name}}

Example output: Hi Sarah

Click here to see all Contact custom values

• 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 Custom Values

The User is the team member assigned to a contact. Use this to sign-off emails or send appointment confirmations based on the assignee.

Example input: "See you tomorrow. Thanks, from {{user.first_name}}"

Example output: "See you tomorrow. Thanks, from Grace"

Click here to see all User custom values

• 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 Custom Values

Details from an appointment booked through an Ivorey™ calendar - such as time, date, location, and assigned team member. These are handy for sending confirmations and links to manage bookings.

Example input: "If you need to cancel, please use this link: {{appointment.cancellation_link}}"

Example output: "If you need to cancel, please use this link: [actual cancellation link will appear]"

Click here to see all Appointment custom values

• 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 Custom Values

Refers to the specific calendar where an appointment was booked. This helps when you have multiple calendars.

Example input: "A lead had booked a call through the {{calendar.name}} calendar"

Example output: "A lead has booked a call through the Sales Call calendar"

Click here to see all Calendar custom values

• Calendar Name: {{calendar.name}}

• Campaign Event Date & Time: {{campaign.event_date_time}}

• Campaign Event Date: {{campaign.event_date}}

• Campaign Event Time: {{campaign.event_time}}

ℹ️ Account Custom Values

The details you have setup for your business account with Ivorey™ e.g. your business name, address, logo, or contact info. These can be used for branded footers, invoice templates, or auto-filled business info in emails.

Example input: "For queries, please get in touch via {{location.email}}"

Example output: "For queries, please get in touch via [your business email address would appear here]"

Click here to see all Account custom values

• 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}}

🕗 Right Now Custom Values

Pulls in the current date or time - perfect for personalising messages.

Example input: "Can you believe it's already {{right_now.month_name}}?! "

Example output: "Can you believe it's already July?!"

Click here to see all Right Now custom values

• 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}}

🔎 Attribution (First Touch) Custom Values

Tracks where a contact originally came from e.g. like the original ad, campaign, or webpage they visited (based on your tracking setup)

Example input: "New lead from: {{contact.attributionSource.utmMedium}}"

Example output: "New lead from: Paid Social"

Click here to see all Attribution (first touch) custom values

• 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}}

🔎 Attribution (Last Touch) Custom Values

Tracks where a contact came from most recently.

Example input: "New lead from: {contact.lastAttributionSource.sessionSource}}"

Example output: "New lead from: Organic Search"

Click here to see all Attribution (last touch) custom values)

• 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}}

Need Help?

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