How to set up your custom values
⚙️ How to Set Up Your Custom Values
⚙️ How to Set Up Your Custom Values
Custom values are reusable pieces of information that auto-fill across your entire CRM. Set them once, use them everywhere.
What Are Custom Values?
Think of custom values like shortcuts. Instead of typing your phone number or company name over and over, you set it once and the system fills it in automatically wherever you need it. They also work as triggers for specific features like AI.
Example: You create a custom value called {{custom_values.company_phone}} and set it to +1 480 123 4567. Now every template, email, or text that uses {{custom_values.company_phone}} will automatically show your number.
How to Access Custom Values
Step 1: Click Settings in the left sidebar
Step 2: Click Custom Values
Your Pre-Built Custom Values
The REI Pulse CRM comes with custom values already set up for you (Depending on what version you are subscribed to, the list may vary). Here's what they do:
How to Edit a Custom Value
Step 1: Click Settings in the left sidebar
Step 2: Click Custom Values
Step 3: Find the value you want to change
Step 4: Click on it to open
Step 5: Update the Value field
Step 6: Click Save
How to Create a New Custom Value
Step 1: Click the + Custom Value button (top right)
Step 2: Enter the Name (example: Company Address)
Step 3: Enter the Key (example: company_address)
Step 4: Enter the Value (example: 123 Main St, Phoenix AZ 85001)
Step 5: Select a Folder to keep things organized (optional)
Step 6: Click Save
How to Use Custom Values
When you're writing a template, email, or text, insert the key inside double curly brackets.
Example: "Hi, this is {{custom_values.aif_authorized_person_name}} with {{custom_values.company_name}}. Call me back at {{custom_values.company_phone}}."
Becomes: "Hi, this is Rafael Cortez with Pulse Capital LLC. Call me back at +1 480 123 4567."
Special Custom Value: AI Lead Manager
The AI | Lead Manager (ON / OFF) custom value controls whether your AI assistant automatically responds to new leads.
Set to ON:
AI will respond to incoming texts when you or your team don't reply within 2 minutes
Great for after-hours coverage and fast response times
Set to OFF:
AI will not respond to any leads
All conversations require manual replies from you or your team
How to toggle it:
Go to Settings > Custom Values
Find "AI | Lead Manager (ON / OFF)"
Change the value to ON or OFF
Click Save
Pro Tips
Update these right away - Your templates are already using these values, so make sure the info is correct
Use folders to stay organized - Group related values together (Company, Phones, AI, etc.)
Use clear naming - Start with a category like "Phones |" or "AI |" so values are easy to find
Troubleshooting
Custom value not filling in? → Check your spelling and make sure you're using the exact key with double curly brackets
Value showing the brackets instead of the actual text? → Make sure the key matches exactly, including underscores
Updated a value but old info still showing? → The change applies to new messages only. Already-sent messages won't change.
Need more help? Chat with our team, Post in The Pulse Community, or join our weekly live support call!
