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Custom values

Define frequently used details such as the office address, map link and opening hours once, and use them in every message template.

2 min read

Your agents and automations send the same details over and over: the office address, a map link, opening hours, the valuation booking link. Custom Values let you save them once and use them in message templates with a short key. When the office moves, you update one place and both the appointment confirmation and the reminder use the new address automatically.

How is this different from a custom field?

Custom FieldCustom Value
Belongs toEach client separatelyThe whole agency
ExampleThe client's budgetThe office address
Key format{{contact.budget}}{{custom_values.office_address}}

For details that differ per client, see Custom fields.

Viewing custom values

Squaremeters AI
Search⌘K
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Custom Values

Add Custom Value2
Name / ValueKey
Office addressModa Cad. No: 42, Kadıköy{{custom_values.
office_address}}
Map linkhttps://maps.app.goo.gl/atlas…{{custom_values.
map_link}}
Opening hoursWeekdays 09:00–19:00{{custom_values.
opening_hours}}
Valuation linkhttps://randevu.atlasemlak.com.tr/…{{custom_values.
valuation_link}}
Settings → Custom Values: defined values, their content and copyable keys.
  1. Open Settings → Custom Values. The list shows each value's name, content and key.
  2. To add a value, click Add Custom Value at the top right.

Adding a custom value

Squaremeters AI
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Custom Values

Add Custom Value

Add Custom Value

Name *

Map link

Key: {{custom_values.map_link}}

1

Value *

https://maps.app.goo.gl/atlas-emlak
2
CancelSave3
Add Custom Value window: name and value.
  1. Enter a descriptive Name, e.g. "Map link". The key is generated from it automatically.
  2. Type or paste the Value.
  3. Click Save.

Using it in templates

Click the copy icon next to the key and paste it into a snippet or automation message. For example, a viewing confirmation:

Hi {{contact.first_name}}, for tomorrow's viewing we'll meet at our office: {{custom_values.office_address}}. Map: {{custom_values.map_link}}

When the message is sent, the keys are replaced with the real values. See Templates and snippets.

Suggested custom values for an estate agency

  • Office address — full address
  • Map link — the office's map location
  • Opening hours — "Weekdays 09:00–19:00, Saturday 10:00–16:00"
  • Valuation link — the free valuation booking page (Booking link)
  • Office WhatsApp — the number clients can message
  • Licence number — for email and offer texts

Heads up

Some custom values are used by automation messages (appointment confirmations, reminders, follow-ups). If you delete one, those messages will have a gap and the client receives an incomplete message. Update the value rather than deleting it; if you need to rename or delete one, tell your consultant first.

Note

The office details the assistant says on the phone (address, opening hours) were taught to it during setup. Updating a custom value updates automation messages immediately; let your consultant know so the assistant says the new details too.

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