A complete guide to building user-friendly settings forms that automatically update Custom Values across sub-accounts
What this Solves
Custom Values power scalable, personalized snapshots — letting each sub-account display its own branding, offers, and content. But there are two problems:
No agency-level control. GHL doesn't provide a way to update Custom Values across sub-accounts. Each user has to configure their own.
No guided onboarding experience. The Custom Values tab gives users a blank slate with no context. A settings form lets you guide users step-by-step — with clear labels, instructions, and prompts — so they understand what's needed and provide quality content.
The Marketer's Toolkit solves both. Your users fill out a simple form, and their personalized content updates everywhere — automatically.
Before You Start
Make sure you have:
An Agency or Full Lifetime account with The Marketer's Toolkit
GHL Customizer is installed on your Go High Level agency
A Master Agency Sub Account is set up
⚠️ IMPORTANT: This script does NOT work if the GHL Customizer is not installed. Verify installation before proceeding. |
Overview: The 5 Steps
Here's what you'll do from start to finish:
Step | What You'll Do |
|---|---|
1 | Plan your custom values — decide what needs to be personalized |
2 | Create your snapshot with custom value placeholders |
3 | Build the settings form (custom fields auto-create) |
4 | Install the script |
5 | Embed the form in your customers' sub-accounts |
Key Terminology
Understanding how the pieces connect:
Location | You Create | Which Updates |
|---|---|---|
Master Agency Sub Account | Custom Fields + Settings Form | → Pushes to Customer |
Customer's Sub Account | Snapshot (with placeholders) | Custom Values (via form) |
Step 1: Plan Your Custom Values
Before building anything, decide what needs to be personalized for each customer. Create a master list of custom value keys you'll use.
Common Custom Values
Category | Example Key | Use Case |
|---|---|---|
Branding | custom_values.logo | Company logo on pages |
Branding | custom_values.brand_color | Buttons, headers, accents |
Company Info | custom_values.company_name | Headers, footers, emails |
Offers | custom_values.main_offer | Landing page headlines |
Links | custom_values.calendar_link | CTA buttons, emails |
Naming Convention Tips
Use lowercase with underscores: custom_values.company_name
Be descriptive: main_offer not mo
For file uploads, include "upload" in the key: logo_upload
For color pickers, include "color" in the key: brand_color
💡 TIP: Keep this master list! You'll need it for Steps 2 and 3. |
Step 2: Create Your Snapshot with Placeholders
Now add your custom value placeholders to your snapshot. These use the format: {{ custom_values.your_key_name }}
Where to Add Placeholders
Funnel & Website Pages — logos, headlines, offers, bios, colors
Email & SMS Templates — company name, sender info, CTAs
Workflow Automations — dynamic links, personalized content
Forms & Surveys — pre-filled values, dynamic redirects
Test Your Snapshot
Deploy the snapshot to a test sub-account
Manually fill in the custom values in that sub-account
Verify placeholders display correctly on pages, templates, and workflows
⚠️ IMPORTANT: The custom value keys in your snapshot MUST match the keys you'll use in your Settings Form. If they don't match, nothing will update. |
Step 3: Build the Settings Form
In your Master Agency Sub Account, create a form that your customers will use to update their values. As you add fields, GHL will automatically create the Custom Fields for you.
Create a new form
Add a Single Line Text field for each custom value you planned in Step 1
Set the placeholder WITHOUT the curly braces
Example: {{ custom_values.logo }} → custom_values.logo
Add an Email field (required) - Mark it as “Hidden”
Add a Location ID field (optional but recommended) - Mark it as “Hidden”
⚠️ IMPORTANT: Do NOT name the field "Location ID" — this name is protected by GHL. Use "Customer Location ID" instead. |
💡 TIP: Name your fields clearly (e.g., "Company Logo" not "Logo") so users know exactly what to enter. |
Special Field Types
Field Type | How to Enable | Notes |
|---|---|---|
File Upload | Add "upload" to the key | Use Single Line Text field, NOT File Upload |
Color Picker | Add "color" to the key | Displays a color picker UI |
Rich Text | Add rich_text="true" to script | Applies to all multi-line fields |
Step 4: Install the Script
Get your script from the Solution Library: themarketerstoolkit.com/solution_library/settings-page-for-custom-values/
Add an HTML element anywhere on your form
Paste the script into the HTML element
Set the form's On Submit action to "Message"
⚠️ IMPORTANT: The On Submit action MUST be set to "Message" — not redirect or anything else. |
Step 5: Embed in Sub Accounts
⚠️ IMPORTANT: The form only works when embedded in an iframe — it won't function from the direct preview URL. |
Click Preview on your form and copy the URL
Place the URL in an iframe inside Go High Level
iFrame placement options (via GHL Customizer):
Header Button
User Menu Link
Custom Menu Item
Dashboard Shortcut Buttons
Launchpad Items
Native Custom Menu Link (iFrame Type)
Troubleshooting
Error Checking Your Form
Use this keyboard shortcut to verify your form is configured correctly:
CTRL + SHIFT + E (Windows) or CMD + SHIFT + E (Mac) |
This checks that your form has the required fields and that custom values match the sub-account.
Common Issues
Problem | Solution |
|---|---|
Form doesn't update values | Verify GHL Customizer is installed and form is embedded in iframe |
Custom values not matching | Use CTRL/CMD + SHIFT + E to check |
"Location ID" field error | Rename to "Customer Location ID" |
Form submits but nothing happens | Set On Submit action to "Message" |
Placeholders show {{ }} on pages | Custom values don't exist in sub-account yet |
Bonus: Monitor User Updates
Since the form submits to your Master Agency Sub Account, you can trigger workflow automations whenever a user updates their values:
Notify your team when a user completes setup
Send congratulations when they update their offer
Track onboarding completion rates
Requirements
This solution requires an Agency or Full Lifetime account with The Marketer's Toolkit for Go High Level. This is separate from your standard Go High Level account.
Learn more: themarketerstoolkit.com
