List of Default Custom Values & Custom Fields

This is a running list of the custom values and custom fields that are pre-built in every Fern CRM account.

We do our best to keep these Help Docs updated, so please let us know asap if you see any errors or outdated info.

Maybe it’s just me… But, when I’m building templates for y’all, I find that I want to grab a custom value quickly and keep moving forward. And the idea of opening a paragraph element to use the Custom Value feature feels cumbersome.

So I created this page for myself, but also hoping that it helps you too. Keep this page open in another tab whenever you’re writing/building personalized assets to make it easier to include those little snippets of code.

Please note: there might be codes/values on this list that don’t yet exist in your account (because you signed up before we added it to new accounts.)

It’s super easy to add custom values to your account, so if you see some you want, just copy and paste them into your Custom Value/Field Settings.

Custom Values

In the “Account Info” folder

In the “Branding” folder

Name	Key	Value
Color: Headline text	{{custom_values.color_headline_text}}	#000000
Color: Links	{{custom_values.color_links}}	#ececec
Color: Paragraph Text	{{custom_values.color_paragraph_text}}	#FFFFFF
Color: Primary background	{{custom_values.color_primary_background}}	#888888
Color: Secondary background	{{custom_values.color_secondary_background}}	#444444

There is one custom value that we use in the onboarding scavenger hunt that doesn’t really get used again, so feel free to delete it:

URL: Logo

{{custom_values.url_logo}}

This is ONLY used during onboarding. Templates use the built in custom value: {{location.logo_url}}

The Custom Values that only appear inside the pre-built templates are listed further down on this page. Click here to jump to that section.

Custom Fields

Please note: many contact fields don’t work on web pages because the system needs to know which contact is viewing the page. They work great on things like Thank You pages where the page only loads after a contact has completed an opt-in form or checkout form. But not so great on pages the public sees (because the system may or may not recognize the visitor.)

In the “Contact” Folder

Name	Key
First Name	{{contact.first_name}}
Last Name	{{contact.last_name}}
Email	{{contact.email}}
Phone	{{contact.phone}}
Date Of Birth	{{contact.date_of_birth}}
Contact Source	{{contact.source}}
Contact Type	{{contact.type}}

In the “General Info” Folder

Business Name	{{contact.company_name}}
Street Address	{{contact.address1}}
City	{{contact.city}}
Country	{{contact.country}}
State	{{contact.state}}
Postal Code	{{contact.postal_code}}
Website	{{contact.website}}
Time Zone	{{contact.timezone}}

Additional Custom Fields

Many of these custom fields don’t show up in the Custom Fields settings, but they are available from the Custom Fields/Custom Values menu when you’re writing an email, web page, etc.

Contact: ID	{{contact.id}}	the id number in the URL when you’re on a contact’s profile page
Location: ID	{{location.id}}	the id number of your Fern CRM account
Location: Logo URL	{{location.logo_url}}	the URL of the logo that’s uploaded in your “Business Profile” in the Settings
Location: Name	{{location.name}}	the name that’s entered as the “Friendly Business Name” in your Business Profile Settings
Location: Full Address	{{location.full_address}}	the full address listed in your Business Profile Settings
Location: Phone Number	{{location.phone}}	the phone number listed in your Business Profile Settings
Location: Website	{{location.website}}	the website listed in your Business Profile Settings
Location: Owner First Name	{{location_owner.first_name}}	the first name of the account owner who purchased this Fern CRM account
Location: Owner Last Name	{{location_owner.last_name}}	the last name of the account owner who purchased this Fern CRM account
User: First Name	{{user.first_name}}	the first name of the user assigned to that contact
Time: Right Now Year	{{right_now.year}}	displays whatever the current year is and changes to the new year every January 1.

Bonus tips:

How to link to specific parts of your own dashboard:

https://dash.ferncrm.com/v2/location/{{location.id}}/

How to link to a specific contact profile in your own dashboard:

https://dash.ferncrm.com/v2/location/{{location.id}}/contacts/detail/{{contact.id}}

Custom Values Inside Courses

The custom values listed in this section only appear inside courses. You can find them and use them in the text editor for lessons, categories, course offers, and the like.

In addition to these course-specific values, you can also use all custom values related to:

• Anything from the Contact folder (full name, first name, email, phone number, etc.)
• Right now time
• Quiz questions (not available in all situations)
• The custom values listed in your “Custom Values” settings

All compatible custom values can be “grabbed” from the custom value button in the editor where you’ll add the custom value. (Lessons, offer descriptions, etc.)

Name The name that appears in the drop down menu	Key The shortcode to copy and paste or that shows up when you “grab” it from the menu	Value These are examples. Your account should show your own words or be blank.)
Product Title	{{courses.productTitle}}	Impact Hub (the product)
Category Title	{{courses.categoryTitle}}	Impact Tracker (the category)
Lesson Title	{{courses.postTitle}}	Your Impact (the lesson)

Custom Values From Different Templates

The custom values listed in this section don’t appear in every Fern CRM account. They’re added when you add one of our pre-built templates to your account.

Name of Template	Name The name that shows in your Custom Value Settings	Key The shortcode to copy and paste where you want the value to be displayed	Value These are examples. Your account should show your own words or be blank.)
Community Membership	URL: Paid Community	{{custom_values.url_paid_community}}	https://members.yourdomain.com

FAQ