Who This Is For / When to Use
Account owners and team members who send personalized emails, SMS, or social posts
Users building workflows, campaigns, websites, or snippets that require dynamic data
Anyone who wants consistent, reusable values without retyping information
What Are Custom Values
Custom Values are placeholders wrapped in double curly braces (for example, {{contact.first_name}}) that Kyrios replaces with real data at send time.
They can reference:
Contact data (name, email, phone, company)
Account-level data
System data (date, time)
Manually created static values (for example, a default email address)
Example: Hey {{contact.first_name}}! Welcome!
Automatically becomes: Hey Johnny! Welcome!
Common Built-In Custom Values
Contact > Full name:
{{contact.name}}Contact > First name:
{{contact.first_name}}Contact > Last name:
{{contact.last_name}}Contact > Email:
{{contact.email}}Contact > Phone:
{{contact.phone}}Contact > Company name:
{{contact.company_name}}
You can use these immediately without setup.
Step 1: Create a Custom Value
Go to Settings > Custom Values
Click + Add Custom Value
Enter:
Name (example: Custom Email)
Value (example: test@demoaccount)
Folder (optional)
Click Create
Result: This value will always populate exactly as entered wherever it is used.
Step 2: Use Custom Values
Conversations (Email, SMS, Social DMs)
Use custom values while replying or composing new messages.
Open Conversations
Click the tag icon in the message editor
Select a category (Contact, Account, Right now, Custom Values)
Insert the value into your message
Automations (Workflows)
Use custom values inside workflow actions such as SMS, email, or internal notifications.
Open Automations > Workflows
Add or edit an action (SMS, Email, etc.)
Click the tag icon in the message field
Insert the appropriate custom value
Important: Custom values only populate if the workflow trigger provides that data.
Example: Membership custom values require at least one membership-related trigger.
Websites & Funnels
Personalize page text using custom values captured from forms or appointments.
Open Sites
Edit a page or funnel step
Insert custom values directly into text elements
Trigger links can also pass custom values through URLs.
Email Campaigns & Templates
Use custom values in:
Subject lines
Email body
Preview text
Sender name and sender email
Go to Email Campaigns
Edit or create a campaign
Insert custom values where personalization is needed
SMS Templates (Snippets)
Create reusable SMS or email snippets with custom values.
Go to Marketing > Templates (Snippets)
Click + New Snippet
Insert custom values into the snippet body
Social Planner
Personalize social posts with account-level or custom values.
Open Social Planner
Create a new post
Click the tag icon in the post editor
Insert custom values
Common Issues and Fixes
Custom values show blank
Confirm the workflow trigger supplies that data
Ensure the contact record contains the field value
Avoid using Membership values without a Membership trigger
Value not updating
Edit the custom value in Settings > Custom Values
Re-save the workflow or campaign after changes
Wrong data appears
Check that the correct category (Contact vs Account) is selected
Verify spelling and formatting of the placeholder
Pro Tips
Use custom values for sender details to standardize branding
Store static information (emails, URLs, disclaimers) as custom values
Always test workflows and campaigns before publishing