Custom Values Settings

Custom Values are reusable key-value pairs that save you time across your Enrollio platform. Instead of typing the same information repeatedly, create it once and use it everywhere.

What Are Custom Values?

Think of Custom Values as shortcuts for information you use frequently. You create a Key (the shortcut) and a Value (the actual content). When you use the Key throughout Enrollio, it automatically pulls in the Value.

The real power: change the Value once, and it updates everywhere you've used that Key. No more hunting down every mention of your address, pricing, or program details.

How To Create Custom Values

Step 1: Navigate to Custom Values

Click Settings in your left sidebar, then select Custom Values.

Step 2: Create New Custom Value

Click the New Custom Value button in the upper right corner.

Step 3: Fill in the Fields

• Name: This becomes your Key. For example, "My Custom Value" becomes custom_values.my_custom_value
• Value: The actual content you want to insert
• Folder: Optional — helps you organize Custom Values into categories

Pro Tip: Use Custom Values for information that changes occasionally but appears in multiple places — like tuition rates, tour schedules, or your center's address.

How To Manage Custom Values

Organizing with Folders

Click the Folders tab, then Add New Custom Value Folder. Folders help you organize Custom Values by category — like "Tuition Info" or "Program Details."

Keep in mind:

• Each Custom Value can only be in one folder at a time
• You can't nest folders inside other folders
• Folders appear in the Folder column of your All Values list

Folder Actions

Click the three-dot menu next to any folder to:

• Rename Folder: Update the folder name
• Delete Folder: Remove the folder (you'll need to confirm)

Search Custom Values

Use the search field at the top right of your All Values list. Type any keyword and your list filters to show only matching Custom Values.

Edit Individual Custom Values

Click the three-dot menu next to any Custom Value to:

Move To Folder

Select your target folder from the modal and click Move.

Edit Custom Value

Update the Name, Value, or folder assignment. Remember: changing the Name doesn't change the Key that's already in use.

Delete Custom Value

Remove the Custom Value after confirming your choice.

Bulk Actions

Need to update multiple Custom Values at once? Select the checkboxes next to the ones you want to modify, and the Bulk Actions button appears.

Bulk Move To Folder

Select your target folder and all checked Custom Values move together. The Folder column updates to show the new location.

Bulk Delete

Delete multiple Custom Values at once. You'll confirm before anything is removed.

Pro Tip: Before deleting a Custom Value, make sure you're not using it in any active automations, text templates, or enrollment pages. Changes to Custom Values happen immediately everywhere they're used.