Custom Fields & Values

1. What is this?

Custom Fields let you store extra information about a contact or company—like tags, dropdowns, or notes specific to your process, and can be used in automations and internal tracking.

Custom Values are reusable shortcodes you can insert in messages, emails, workflows, or calendar links. Think of them as your library of links and shortcuts, organized neatly so you don’t have to copy-paste things every time.

2. How GoCSM uses them:

You can use Custom Values to:

• Drop-in booking links (Success Session, Demo, etc.)

• Add forms (like Support Feedback or Task Requests)

• Personalize communication without manually editing every message

• Keep links organized across automations and campaigns

3. Why it’s helpful:

✅ Makes your team’s life easier
✅ Speeds up automation setups
✅ Keeps everything consistent and centralized