How to add Onboarding Custom Values

Modified on Fri, 18 Jul, 2025 at 8:47 PM

Let’s learn how to how to add onboarding custom values within minutes!


How To Get Started?


Custom values are essential for a smooth and efficient onboarding process. By filling out the details in the Settings > Custom Values tab, you ensure that all your funnels, emails, SMS, and automations pull the correct info, like your business name, links, or offers, automatically. This saves time, keeps your messaging consistent, and prevents errors across your entire system. Set it up once, and everything just works seamlessly from there.


Standard Operating Procedure

Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by
Notion Image


Step by Step Guide

Clear step-by-step instructions on how to get set up

Notion Image

One Last Pro Tip!

Pro Tip: Use custom values not just for basics like your business name or phone number, but also for things like booking links, discount codes, or webinar dates, so when they change, you only update them in one place and your whole system stays in sync.
 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article