Reusable Placeholders For Everything
Text, HTML, URLs, images, encrypted secrets, and dynamic values — create once, use everywhere across emails, workflows, and more.
7 Value Types
Store text, HTML, numbers, URLs, images, encrypted data, or dynamic auto-updating values.
Placeholder Syntax
Use {{custom_values.key_name}} in emails, SMS, and workflows to insert values automatically.
Folder Organization
Group values into folders like Company, Social, Branding for easy management.
Global & Personal Scope
Global values are shared across all users. Personal values are private to your account.
Import & Export
Export all custom values as JSON and import them into another site or share with your team.
Fallback Values
Set fallback text that appears when a custom value is empty, so emails always look complete.
The Custom Values Interface
Organize values into folders, preview resolved content, and copy placeholders with one click.
Company Name
{{custom_values.company_name}}Company Phone
{{custom_values.company_phone}}Website URL
{{custom_values.website_url}}Support Hours
{{custom_values.support_hours}}Current Year
{{custom_values.current_year}}Email Signature
{{custom_values.email_signature}}[email protected]
Brand Color
{{custom_values.brand_color}}Stripe API Key
{{custom_values.api_key_stripe}}Twitter Handle
{{custom_values.social_twitter}}Built With Care, Down to the Details
Dynamic Values
Auto-updating values like current year, current date — always accurate without manual editing.
Encrypted Storage
Sensitive data like API keys is stored encrypted for security.
Usage Tracking
See how many times each custom value is being used across your emails and workflows.
Copy Placeholder
One-click copy of the placeholder syntax so you can paste it right into your emails.
Custom Values FAQ
Common questions about custom values in Auto Form CRM.
Global data storage for values you reference across the CRM — company name, default currency, standard rates, or any data you use repeatedly.
Custom fields store data per contact. Custom values store global data that applies across all contacts and can be referenced in templates.
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