Custom values (your reusable variables)
Custom values are account-wide variables you define once and reference everywhere — emails, SMS, workflows, websites. Think of them as your business's "global constants."
Why custom values matter
Without them: your booking link is hard-coded into 40 emails, 12 workflows, and 6 funnels. When the link changes, you have 58 places to update.
With them: define once. When the link changes, you update one value and every reference updates automatically.
How to create a custom value
Settings → Custom Values
Click "+ New Custom Value"
Set the name (e.g., "Booking Link")
Set the value (the actual link, address, or text)
Click Save — the merge tag is now available everywhere in your account
Recommended custom values for every account
| Name | Why | Example value |
|---|---|---|
| Booking Link | Used in 50+ messages — keep one source of truth | https://app.intellivizz.ai/widget/bookings/yourbusiness |
| Business Phone | Customer-facing number for SMS replies and signatures | (571) 555-1234 |
| Business Address | For email signatures and SMS opt-out compliance | 123 Main St, Suite 4, Mississauga ON |
| Support Email | Routing replies to the correct inbox | [email protected] |
| Owner Name | Personalize emails as "From [name]" | Jane Smith |
| Holiday Message | One-toggle pause for seasonal closures | We're closed for the holidays. Back Jan 2. |
| Cancellation Policy URL | Linked from confirmations and reminders | https://yourbusiness.com/cancel-policy |
Using custom values in messages
In email templates: type {{ and the merge tag picker auto-suggests
In SMS bodies: same merge tag syntax — keep custom values short for SMS to avoid blowing past the 160-character segment limit
In workflows: use the inline picker on any "Send Email" or "Send SMS" action
In funnels and websites: type {{ inside any text element to insert
WARNING — Don't put PII in custom values
Custom values are visible to every user in your sub-account. Never store individual customer details, credit card info, or anything you wouldn't want every employee to read. Custom values are for business-wide constants only.
