šø The "Spent" Field Is Trapped! Free It for Workflows, Filters & More
S
Shanna Raper
The Spent field is one of the most valuable pieces of customer data in HighLevel, but currently it can only be viewed on a contact record in Payments. It cannot be used anywhere else in the platform.
šØ Requested Enhancement
Please make the Spent field available as a standard field that can be used throughout HighLevel, including:
š¹Workflow triggers and conditions
š¹Smart Lists and contact filters
š¹If/Else branches in workflows
š¹Segments and audiences
š¹Bulk actions
š¹Reporting and dashboards
š¹Custom Values and merge fields (where appropriate)
š¹Opportunities and automation logic
šØ Why This Matters
A customer's lifetime spend is one of the most important metrics for automation and customer segmentation. Without access to this field, agencies and businesses cannot build automations around their highest-value customers without maintaining separate custom fields and complicated workflows.
Examples include:
š¹Automatically move VIP customers into exclusive nurture campaigns after they spend $1,000.
š¹Trigger loyalty rewards once a customer reaches a spending threshold.
š¹Send thank-you gifts to customers after lifetime purchases exceed a certain amount.
š¹Identify high-value clients for account managers.
š¹Filter contacts by lifetime value for marketing campaigns.
š¹Create reports based on customer spending tiers.
š¹Build renewal or upsell automations for top customers.
šØ Current Workaround
The only workaround is to maintain a separate custom field and update it manually or through complex workflows, even though HighLevel already calculates and displays the total. This creates duplicate data, unnecessary workflow complexity, and opportunities for data inconsistencies.
šØ Benefits
Making the Spent field accessible across the platform would:
š¹Reduce unnecessary workflows
š¹Improve automation capabilities
š¹Eliminate duplicate data
š¹Enable true customer lifetime value segmentation
š¹Help agencies create more sophisticated marketing and retention campaigns
š¹Leverage data HighLevel is already calculating
š Since HighLevel already stores and displays this value, exposing it to workflows, filters, and reporting would provide tremendous value with minimal additional complexity.
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