Custom fields and values transform how you connect with customers in GoHighLevel. 

These tools let you add personal touches to your messages and collect specific information that matters to your business.

You can create custom fields for contacts, opportunities, and forms throughout the platform. 

This means you can gather exactly the data you need and use it to make your communications more relevant and effective for each person you reach.

GoHighLevel Custom Values vs. Fields: What’s the Difference?

Custom fields and custom values work together but have different jobs in GoHighLevel. Understanding these differences helps you use both tools better.

Custom fields are spaces where you put information about your contacts. When you add a new contact, you fill in standard fields like name, email, and phone number.

But you can also create your own custom fields for specific business needs.

For example, if you run a real estate business, you might create custom fields for “budget range” or “preferred location.” These fields let you collect information that matters to your business.

Custom values work differently. They act as placeholders that automatically fill in with the right information. 

You don’t type data into custom values – they pull data from your existing fields.

Think of custom values as smart shortcuts. When you write an email, you can use a custom value like {{first_name}} instead of typing each person’s name. 

The system automatically puts the correct name for each contact.

Merge fields are another name for custom values. They merge your stored data with your content. 

This makes your emails, texts, and other messages feel personal without extra work.

Custom fields collect the data. Custom values use that data to personalize your communications. 

Both tools help you create better relationships with your contacts.

Why These Features Stand Out

Simplifies Your Work Process

Working with large amounts of data becomes much simpler when you can automate repetitive tasks. Custom fields provide you with more information about your customers, which leads to better business decisions.

The time-saving benefits are clear. You can choose between two options:

• Manually editing hundreds of emails when details change
  
• Using automated values to update everything instantly

Custom values handle the work for you. This means you spend less time on routine updates and more time growing your business.

Allows Custom Communication

Personal messages create stronger connections with your audience. When people receive content that speaks directly to them, they feel valued by your brand.

Consider your own experience as a customer. You respond better to messages that:

• Use your name
  
• Reference your interests
  
• Address your specific needs

Generic marketing messages often get ignored or deleted.

Custom values work for any content on your website. If you use the same page template for different clients, you can quickly change colors, fonts, and text to match each brand. This saves hours of manual editing work.

Boosts Customer Response Rates

The data shows clear results. Personalized email subject lines get opened more often than generic ones. Email content tailored to the reader gets click-through rates above 40%.

Personalization works across all marketing channels:

• Email campaigns
  
• Sales funnels
  
• Landing pages
  
• Website content

The process is simple to set up. There’s no technical reason to avoid using personalization in your marketing efforts.

Maintains Information Accuracy

Custom values help keep your content consistent across all platforms. Company details like addresses and phone numbers can be stored in one place and used everywhere.

Managing information becomes challenging when you have multiple websites, funnels, and landing pages. Each location needs accurate, up-to-date details.

Here’s how custom values solve this problem:

When your company information changes, you only need to update it once. The custom values automatically populate all your pages with the correct details.

This system prevents errors and ensures your customers always see accurate information. It also saves significant time during updates and maintenance.

How to Create a GoHighLevel Custom Field (A Quick Guide)

Navigate to your sub-account and go to Settings > Custom Fields > Add Field. This opens the custom field creation tool.

Choose the field type you need from the available options. Click Next to move forward.

Name your field and select which information group it belongs to. You can choose from contact, general info, additional info, or other categories.

If your field needs multiple choices, add all the options you want. This works well for dropdown menus or checkbox lists.

Click Save when you finish setting up your field.

Important Object Selection

Pay attention to the Object dropdown menu. This determines where your custom field appears:

Choose Contact if you want the field on forms and surveys. Pick Opportunity if you only need it for pipeline management.

Organizing Your Fields

Keep your custom fields organized with folders:

1. Go to the Custom Fields tab
   
2. Click Add Folder
   
3. Name your folder and choose Contacts or Opportunities
   
4. Hit Save

To move fields into folders:

• Select the custom fields you want to organize
  
• Choose Bulk Actions > Move to Group
  
• Your fields will move to the selected folder

Check your custom fields in the relevant areas to make sure they display correctly. You can edit them later if needed.

How to Create a GoHighLevel Custom Value (A Quick Guide)

Creating custom values in GoHighLevel saves time and keeps your content consistent. Start by accessing your sub-account and going to Settings > Custom Values > Add Custom Value.

Choose a clear name for your custom value. This name helps you find it later when you need to use it. For example, use “tagline” for a company tagline or “phone” for a phone number.

Enter the actual value in the text field. This is what will show up when you add the custom value to your pages or campaigns. It could be text, numbers, or even color codes.

Click Create to save your custom value. The system will generate your new custom value right away.

Copy your new custom value and paste it where you need it in GoHighLevel. You can add it to funnel pages, emails, or other content areas.

After adding custom values to pages, use the preview option to see how they look. Custom values won’t always show in the editor view.

3 Areas Where GoHighLevel Custom Fields Work

1. Lead Records and Deal Tracking

You can add custom fields to both contact profiles and deals. This helps you collect more details about your leads and customers.

Custom fields in contact records let you store specific information about each person. Deal records can also use these fields to track important details about your sales process.

2. Web Forms and Feedback Tools

Custom fields work in any form or survey you build. You can drag and drop these fields from the menu onto your form pages.

Important limits to remember:

• Only contact custom fields work in forms
  
• Deal custom fields cannot be used
  
• Form submissions automatically fill contact profiles

When someone fills out your form, their answers save directly to their contact record.

3. Website Chat Contact Form

You can customize the chat widget by adding custom fields to the contact form. This lets visitors share more information when they start a chat.

Note: Only simple field types work here. You can use text boxes and number fields. Multiple choice options and complex fields will not work in the chat widget.

5 Areas Where Custom Values Work in GoHighLevel

1. Chat and Messaging

You can add custom values to any messaging platform within GoHighLevel. This includes email, SMS, WhatsApp, and social media chats.

When writing a message, click the + icon at the bottom. Then select the custom value you want to use. This makes your messages more personal for each contact.

2. Email Marketing

Custom values make your email templates work better. You can build templates once and use them many times without updating each one.

Custom email content speaks directly to each person. When you use custom values in your copy, recipients see information that applies to them specifically.

3. Social Media Scheduling

Your social media posts can include custom values too. This helps you create content that connects with different audience groups.

You can schedule posts that automatically adjust based on your custom value settings.

4. Website Content and Funnels

Custom values work on all types of web pages. This includes:

• Full websites
  
• Sales funnels
  
• Landing pages
  
• Lead capture pages

Your web content becomes more relevant when visitors see personalized information.

5. Workflow Automation

You can use custom values throughout your automated workflows. They work best in emails, notifications, and other communications.

This personalization happens automatically once you set up your workflows correctly.

Ready to personalize your marketing like never before?

Whether you’re just starting out or automating at scale, GoHighLevel’s custom fields and values give you the power to connect deeper with every customer!

Choose from the Starter or Unlimited plans here, or unlock the full potential of SaaS Mode with the GHL SaaS Plan here.

And that’s just the beginning! If you want to scale faster, don’t miss the GHL Elite Bundle – instant access to 170+ premium GoHighLevel website and funnel templates (worth over $12,000!).

Designed to maximize conversions and streamline your workflow, this bundle gives you everything you need to create personalized, high-impact campaigns that grow your business with ease.

Don’t wait — start leveraging custom values today and grab this exclusive offer before it’s gone!