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How to Use Custom Values Across Your Platform

Set up custom values in MONDAi to store reusable information — your business name, website URL, booking link — and insert them automatically across all your emails and pages.


Custom values are reusable data variables stored at the account level. You define them once — your business name, your website URL, your booking calendar link, your program start date — and insert them wherever they are needed across emails, pages, and workflows using a merge tag. When the value changes, you update it in one place and it updates everywhere automatically.

The Practical Use Case

Without custom values: your booking link appears in twelve different emails. You change your Calendly to your MONDAi calendar. You now need to find and update all twelve emails manually. With custom values: your booking link is stored as {{custom_values.booking_link}}. You update the variable once. All twelve emails update instantly.

How to Set Them Up

  1. Go to Settings → Custom Values

  2. Click Add Custom Value

  3. Give the value a clear name

    Examples: booking_link, website_url, program_name, support_email.

  4. Enter the value

    The actual URL, name, or text you want to store.

  5. Save

    Copy the merge tag shown — you will paste this into emails and pages.

Where to Use Custom Values

  • Email subject lines and body copy
  • Workflow SMS messages
  • Funnel page text sections
  • Email templates in the footer or header

The merge tag format is typically {{custom_values.value_name}}. Check the exact format in your account — it may vary slightly.

Common mistakes
  • Setting up custom values but not using them — they only save time if they replace the hardcoded versions in your existing emails.
  • Naming custom values unclearly — use descriptive snake_case names.
  • Using custom values for content that changes frequently without a clear update process.
  • Not testing that merge tags are resolving correctly before a broadcast — send a test email to yourself first.

Next steps

Still stuck?

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