MEGAVISION Custom Values

MEGAVISION is known for making everything easy and manageable for its users. It provides all the CRM and marketing tools you need in one place. 

But what if I told you there’s another fantastic feature within this platform that can save you so much time and energy in the long run? 

It’s called custom value, and you can use it to automate changes in your emails, SMS, websites, and marketing campaigns. 

Let’s discuss MEGAVISION Custom Values, where you can use them, and how to add your own inside your account.

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What Are MEGAVISION Custom Values

Custom Values

Custom values are shortcuts that automatically fill in certain information, elements, or images wherever needed. 

Instead of manually updating everything across your marketing materials, you can create a specific custom value for each piece of changeable information. 

This process lets you update details quickly and effectively without editing each. 

For example, you decided to rebrand and change your logo. The usual way to update this would involve changing the logo in every email or SMS template, on every web page, and within your marketing automation. 

However, with custom values, you change the logo to one central location, instantly updating it everywhere it’s referenced. 

Another scenario is if you want to reuse your campaign but want to change the promo code. You can set up a custom discount rate value. Updating this custom value will reflect the new discount code in all promotional materials.

Cool, right? That’s how custom values work.

Why Use Custom Values in MEGAVISION

Besides the ability to quickly change information, these are the other reasons to use MEGAVISION Custom Values. 

  • Consistent Branding. Custom values help maintain a uniform look and message for your agency or business with minimal effort. 
  • Customized Communication. This feature lets you adjust your ongoing campaign to fit your audience. For instance, you can send personalized emails or SMS by addressing customers by name, referencing their last purchase, or customizing content based on their preferences. 
  • Less Error, Better Efficiency. Custom values reduce mistakes and save time. Once you set up the information, the platform will accurately populate the details across your campaigns and communications. 

Where to Use MEGAVISION Custom Values

There are still many untapped areas where custom values can be used, but these are the ones I know of.

Emails, SMS, and Automation

Let’s say you’re sending an SMS confirmation for a webinar sign-up. 

You can use custom values in your message to insert each registrant’s name, the specific webinar they signed up for, and their sign-up date and time. Like this one: 

Messaging

Page Builders

By setting elements like your landing page background color, headings, logos, tagline, and even your CTA as custom values, you can quickly design or update web pages without tweaking each aspect.

Client Onboarding (Snapshots)

MEGAVISION allows you to copy settings and setups from one sub-account to another using MEGAVISION Snapshots

You don’t have to start from zero when you bring a new client on board. This snapshot can include custom values you’ve set up. You can edit their values to fit your new client and are ready to go.

List of Custom Values in MEGAVISION

Here are some pre-set custom values that you can use inside your account. 

Custom Values – User

Custom Values – Contact

Custom Values – Contact

Custom Values – Account

Custom Values – Message

Custom Values – Message

Custom Values – Appointment

Custom Values – Appointment

Custom Values – Right Now

Custom Values – Attribution

Custom Values – Attribution

Creating Custom Values in Your MEGAVISION Account

Choose a sub-account from your Agency dashboard and click “Settings.” 

Agency Dashboard Settings

To create your own custom values, go to the “Custom Values” tab and press the “New Custom Value” button. 

Custom Values

Type in the name and value. For this example, I used “Tagline” for the name and added a short heading that I’ll use later. In addition to texts and captions, you can add a link to an image in your media library or HTML color codes. Click “Create” to save.

Select the clipboard icon to copy the key. 

Custom Values

Go to the “Site” tab, choose a page, and click “Edit” to access the page builder. 

This will be the heading that we’ll replace for this example. 

Replace Heading on Website

Paste the custom value key inside the text part. Click “Save” and hit the preview icon. 

You’ll see that the heading we added as value will reflect on this preview page.

Editing, Deleting, and Organizing Your Custom Values

Inside the “Custom Values” tab under “Settings,” click the three dots beside your chosen custom value. And you’ll see three options. 

Edit or Delete Your Custom Value
  • Choose the first one to transfer your custom value to a folder. 
  • Click the one with the pencil icon to edit the value.
  • Select the one with the trash icon to delete custom values. 

Conclusion

Are you ready to use custom values and work smarter on your marketing tasks? 

With this feature, you can update important details quickly, communicate with relevance, and get your new clients onboard quickly. Create custom values by logging into your MEGAVISION account.