TUTORIAL: Custom Values vs Custom Fields

This concept used to be a little confusing to me so I went and learnt it and now I want to share my understanding: Let's break down custom variables vs. custom values in the context of webhooking data fields between Assistable Assistant and GoHighLevel.

Custom Variables:

- Definition: Placeholders you define to dynamically pass data.

- Use Case: Imagine you're setting up an automated message to clients. You use `{client_name}` as a custom variable. When the webhook fires, it replaces `{client_name}` with the actual name from your data set.

Custom Values:

- Definition: Specific data points or constants you want to include in your webhook payload.

- Use Case: Suppose you always want to include your agency’s contact number in every webhook payload. You set it as a custom value, ensuring it’s always sent.

Example Use Cases

1. Personalized Appointment Reminders:

- Scenario: Sending reminders to clients about their appointments.

- Custom Variable: `{appointment_date}`, `{client_name}`

- Custom Value: Agency phone number

- Webhook Payload Example:

```json

{

"message": "Hey {client_name}, just a reminder about your appointment on {appointment_date}. Call us at 123-456-7890 if you have any questions."

}

```

2. Lead Notification to Sales Team:

- Scenario: Notifying your sales team about a new lead.

- Custom Variable: `{lead_name}`, `{lead_email}`

- Custom Value: Sales team email

- Webhook Payload Example:

```json

{

"to": "sales@youragency.com",

"subject": "New Lead: {lead_name}",

"body": "You have a new lead! Contact {lead_name} at {lead_email}."

}

```

Setting Up in GoHighLevel

1. Define Custom Variables:

- Navigate to your automation.

- Use `{}` to define placeholders in your messages.

2. Set Custom Values:

- Go to your settings.

- Add static values you want included in every payload.

3. Configure Webhooks:

- Integrate Assistable Assistant with GoHighLevel.

- Map your custom variables and values to the respective fields.

Remember, custom variables make your messages dynamic and personalized, while custom values ensure consistent data is always included. Mastering these will elevate your automation game, ensuring every interaction is tailored and professional.

Stay sharp, Ninjas!

Peace out! Hope this helps!!!

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