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Patient Copilot Help Center

Custom Values in WordPress

The Custom Values integration in the LC WordPress Plugin lets you display live Patient Copilot data inside WordPress pages or posts using shortcodes. It brings the same personalization used in funnels, emails, and automations directly to WordPress—no coding or complex setup required. * * * - What Are Custom Values in WordPress?

  • Key Benefits
  • [Native Sync with Patient Copilot](#Native-Sync-with-Patient Copilot)
  • Using Shortcodes in WordPress
  • Custom Value Manager (WP Admin)
  • Dynamic Rendering and Page Output
  • Setup Steps
  • FAQ
  • Related Articles * * * ## What Are Custom Values in WordPress? Custom Values in WordPress sync the key:value pairs from your Patient Copilot sub-account (system and custom) and make them available as WordPress shortcodes. When a visitor loads a page, the plugin automatically pulls the latest data—keeping your content current without manual edits.!(https://assets.patientcopilot.ai/5c8296999d71a51e.png) * * * ## Key Benefits - Omnichannel consistency: Use the same data in automations, emails, and websites. - Real-time updates: Change a value once in Patient Copilot—WordPress updates instantly. - No-code setup: Paste a shortcode instead of editing code. - Reusable templates: Build client sites with placeholders that auto-fill on sync. - Seamless integration: WordPress becomes part of your Patient Copilot ecosystem. * * * ## Native Sync with Patient Copilot The LC Plugin connects your WordPress site to your Patient Copilot sub-account through secure OAuth. Once authorized, it: - Fetches all system and user-defined Custom Values. - Stores them locally for quick access. - Resyncs automatically every 12 hours (manual Sync Now also available). This ensures your WordPress data always mirrors your Patient Copilot account without manual syncing. * * * ## Using Shortcodes in WordPress Shortcodes let you dynamically display live data anywhere inside your WordPress content—page builders, blocks, or classic posts. [hl_custom_value name="custom_values.your_key"] ``` Wish You a Very [hl_custom_value name=“custom_values.festive_greeting”]