🤖 How to add Onboarding Custom Values (2 mins)

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

How To Get Started?

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Why did the marketer break up with plain text?

Because custom values

just knew how to fill in the blanks!

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👉 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

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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

Step by Step Guide

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

One Last Pro Tip 🤖

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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.

 

Last updated on November 4, 2024