How to use Custom Fields/Values Part 1 (Overview)

Personalize Messages & Automations with Dynamic Data

Overview

Custom Values in TheraSaaS allow you to dynamically pull contact, company, and appointment information into your campaigns, automations, and internal notes. By using these placeholders (like {{contact.first_name}}), you can send personalized communications at scale and keep internal documentation standardized.

In this guide, you'll learn how to use Custom Values in:

• Mass Emails & Texts

• Automated Messages (Workflows)

• Notes (Manual & Automated)

What Are Custom Values?

Custom Values are dynamic placeholders that automatically pull data from your contact records or system settings.
Example:

• {{contact.first_name}} ➔ will turn into "John" for John Doe.

• {{location.name}} ➔ will turn into your business name.

1️⃣ Using Custom Values in Mass Emails & Texts

Why Use This?

Custom Values make your bulk communications feel personal to each recipient.

Steps:

1. Go to Marketing ➔ Email Campaigns or SMS Campaigns.  or go to Contacts and choose the Contacts you want to send the mass email/texts to

2. Create a new campaign.

3. In the message field, use Custom Values like:

   • {{contact.first_name}}

   • {{contact.email}}

   • {{company.website}}

4. Click the custom value button to pick from available fields.

5. Save and schedule/send your message.

Example Email:

Hi {{contact.first_name}}, 

Check out our new services at {{company.website}}! 
Cheers,  {{user.name}}

2️⃣ Using Custom Values in Automated Messages (Workflows)

Why Use This?

Personalize automated messages across SMS, email, call whispers, and more — so every automation feels human.

Steps:

1. Go to Automations ➔ Workflows.

2. Open or create a Workflow.

3. Add a Send Email or Send SMS step.

4. In the message field, click {} to choose Custom Values.

5. Insert fields like:

   • {{appointment.start_time}}

   • {{contact.phone}}

   • {{user.name}}

Example SMS:

Hey {{contact.first_name}}, your appointment is set for {{appointment.start_time}}. Reply YES to confirm!

3️⃣ Using Custom Values in Notes

Why Use This?

Quickly log personalized notes with accurate contact or opportunity data.

Steps (Automated):

1. In a Workflow, add the action Add to Note.

2. Use Custom Values inside the note field.

   Automated note: {{contact.first_name}} clicked the link in the latest email.
   or
   {{contact.How_did_you_hear_about_us}} - to immediately pull information from a certain field.
   

By using Custom Values, you can:

• Send personalized mass emails and texts

• Automate customized messages in workflows

• Log accurate, dynamic notes
  All without manual data entry!