1. Overview
  2. Settings
  3. Settings: Custom Values

Settings: Custom Values

Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save time and maximize NicheFit, by automating information so you can send out customized communication more quickly. For example, an email templated can say "Hey {{ contact.name }}" and NicheFit will auto-populate the name of the contact so you can send a personal email to a group of contacts or through an ongoing campaign that leads are consistently being added to.

Here are some common examples of custom values you may use in NicheFit:

  • Contact > Full name: {{ contact.name }}
  • Contact > First name: {{ contact.first_name }}
  • Contact > Last name: {{ contact.last_name }}
  • Contact > Email: {{ contact.email }}
  • Contact > Phone: {{ contact.phone }}
  • Contact > Company name: {{ contact.company_name }}

Some custom values are, by default, built into NicheFit, for most commonly used things like name, email, phone number, etc. These standard custom values are useful for common merge fields, such as a greeting/intro to an email like "Hey {{ contact.name }}". To view all the custom values in NicheFit, navigate to any. 

You can also create your custom values specifically for NicheFit. These can be useful if you want to set up automation by pre-setting defined values. (In the example below, the "Custom Email" will always populate test@demoaccount, so you won't have to type it out every time.)

Step 1: Creating Custom Values

  • You can create your custom values by navigating to Settings > Custom Values.
  • Click +Add Custom Value to create a new one.
  • You can click the trashcan icon to delete an existing one or the pencil icon to edit.
  • These will be pre-set custom values with a defined value. 

Step 2: Using Custom Values. You can add a standard or self-created Custom Value into an email or SMS template, trigger, campaign, and more.

  • Navigate to the communication you wish to customize. 
    • The video example uses a trigger setup to send a custom email.
    • We are sending a bulk email from the Contacts section in the screenshot example below.
  • Choose "Custom Values," and the dropdown menu will appear (with a sub-menus).
  • Click the value you wish to use, and it will be added to the body of the message.
  • Now, the email intro essentially says, "Hey _____," and NicheFit will automatically pull each contact's first name into the email when it's sent out.

NOTE: the custom values used in this example contain a space between the symbols { }, but there will be no space between the symbols and text in actual usage.

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