Understanding the Difference Between Custom Fields and Custom Values

Nailin’ the difference between GoHighLevel Custom Fields and Custom Values lets you sort your data like a pro, blast out tailor-made messages to your peeps, and keep your essential business info on tap across your whole damn account. Less hassle, more hustle, and bigger wins – that’s the name of the game.

When you’re knee-deep in managing your leads and clients, the Contacts & CRM section is your stomping ground. That’s where Custom Fields like to hang out. They’re all about grabbing those unique bits of info that make each contact special. Now, Custom Values are more like your secret weapon, working behind the scenes.

You’ll usually find them chilling in the General Settings area. They’re all about those consistent details that you use across your whole operation. Let’s roll up our sleeves and see how this all shakes out. In  short:

• Custom Fields are for collecting unique data from each client or lead.
• Custom Values are for storing consistent information that you use repeatedly across your account.

1.1 On your GoHighLevel sub-account dashboard, go to the Settings section.

2.1 In the Settings section, click the Custom Fields option.

3.1 In the Custom Fields tab, click the + Add Field button.

4.1 In the New Custom Field popup, choose a field type.
4.2 For this example, select Single Line as the field type.

5.1 After selecting the field type, click the Next button.

6.1 Enter the required field details.

7.1 Once done, click Save.

1.1 On your GoHighLevel sub-account, go to the Sites section.

2.1 Hover over the Surveys or Forms tab.
2.2 For this example, hover over Surveys.
2.3 Click the Builder option.

3.1 In the Surveys dashboard, click the + Add Survey button.

4.1 A pop-up will appear.
4.2 Choose the Start from Scratch option, then click Create.

5.1 Click the + button.
5.2 This icon is located in the upper left corner.
5.3 A sliding popup will appear.

6.1 In the Survey Element panel, click the Custom Fields tab.
6.2 It’s located next to the Quick Add tab.

7.1 In the Custom Fields tab, click the + Add button.
7.2 You can then repeat the steps shown in Option 1.

1.1 On your GoHighLevel sub-account dashboard, go to the Settings section.

2.1 In the Settings section, click the Custom Values option.

3.1 In the Custom Values dashboard, click the Custom Values button.
3.2 It’s located in the upper right corner.

4.1 In the Custom Value popup, enter the Name, Value, and assign it to a folder.

5.1 Once done, click the Create button.

1.1 On the Custom Values dashboard, click the Add Folder button.
1.2 This button is in the upper right corner, beside the New Custom Value button.

2.1 In the Add Folder popup, type in the folder name.

3.1 Once named, click the Create button.

So, there you have it. Custom Fields and Custom Values: two different beasts, both tamed for your GoHighLevel domination. Think of Custom Fields as your way to get down and personal with each lead and customer. It’s about grabbin’ those unique details that make ’em tick and using that intel to connect on a real level.

Now, Custom Values? That’s your secret sauce for efficiency. It’s about keepin’ your core business info locked, loaded, and consistent across all your campaigns, saving you precious time and lookin’ sharp every damn time. When you know when to unleash each of these bad boys, you ain’t just organizin’ info – you’re fuelin’ smarter automations, sparkin’ more personal connections, and ultimately, bankin’ bigger wins.

Got more GoHighLevel headaches? Drop a comment below and let’s keep this party rollin’!