Custom Values in Book That In AutoMate are powerful tools that allow you to streamline your automation workflows, especially when you need to reuse the same workflow for multiple campaigns. 


Rather than updating information (like event names or addresses) in every single message in the workflow, you can update a Custom Value once, and it will automatically update across all your communications - saving you time and effort.


This tutorial will guide you through setting up and using custom values in Automate, ensuring your email and SMS campaigns stay consistent and easy to manage.

Video Tutorial



Step-by-Step Instructions

Step 1: Log In and Access Settings

  1. Log in to your Book That In AutoMate account.

  2. In the bottom left-hand corner, click on “Settings.”

Step 2: Navigate to Custom Values

  1. In the settings menu on the left-hand side, scroll down until you find the header labeled “Custom Values.”

  2. Click on “Custom Values.”
    Here, you’ll see a list of any custom values you’ve already set up.

Step 3: Create a New Custom Value

  1. In the top right-hand corner, click on “New Custom Value.”

  2. Enter a name for your custom value.

    • Example: Annual Event Name

  3. Enter the value you want to use.

    • Example: Peppa Pig Extravaganza

  4. (Optional) Organise with folders:
    If you have multiple events or categories, you can create folders to keep your custom values organised.

  5. Click “Create” to save your new custom value.

Step 4: Edit a Custom Value (When Needed)

  1. To make changes later, find your Custom Value in the list.

  2. Click the three dots next to it.

  3. Select “Edit Custom Value.”

  4. Update the value as needed (e.g., change the event name).

  5. Save your changes.
    The new value will automatically update everywhere it’s used.

Step 5: Insert a Custom Value in Emails or SMS

  1. Go to the Marketing section in Automate.

  2. Select “Emails” and go to Templates.

  3. Open the template you want to edit.

  4. In the email editor, type your message (e.g., “We’re looking forward to welcoming you to…”).

  5. Insert the Custom Value:

    • Click the custom values icon at the top.

    • Scroll to the bottom of the dropdown that appears and select “Custom Values.”

    • Choose the custom value you created (e.g., Annual Event Name).

    • The system will insert curly bracket merge tags (e.g., {{custom.annual_event_name}}).

When the campaign runs, your messages will automatically display the current value (e.g., “We’re looking forward to welcoming you to Peppa Pig Extravaganza!”).

Conclusion

Custom Values in AutoMate make it fast and efficient to update details across multiple messages in your automation workflows. By setting up and using custom values, you ensure consistency and save time by only updating information in one place.


If you have any questions, reach out to the Book That In support team at support@book.in.com or use the chat icon in the bottom right corner of the platform.