Create & edit variables

Use variables to personalize guideflows. Custom variables can be created from two places in your workspace.

(e.g. create a new variable as Product_Type to display a customized welcome such as "A customized guide for CRM products"

Create new variables within your setting tabs.

Click on "Settings" in the dashboard's left bar menu.
Select "Variables".
If you're looking for a specific variable, use the search bar.
Click on "Add variable".
Select your new variable type: text, number, or image.
Type your new variable name.
Edit an example to guide your future users.
Toggle on "Default Value" to fill with a default value if empty.
- Type the default value.
Click on "Create new variable" to save your new variable.

Create new variables within your guideflow's editor.

Edit your call-to-action (learn how to edit call-to-actions).
Click on "Add variables".
Click on "Create new variables".
Select your variable type between text, number, and image.
Type the variable name
Toggle on "Default Value" to fill with a default value if empty.
- Type the default value.
Click on "Create new variable" to save your new variable.

Edit your popup (learn more about start/end popup).
Click on "Add variables".
Click on "Create new variables".
Select your variable type between text, number, and image
Type the variable name
Toggle on "Default Value" to fill with a default value if empty.
- Type the default value
Click on "Create new variable" to save your new variable.

Click on "HTML editor" on the left panel.
Click on "Add variables".
Click on "Create new variables".
Select your variable type between text, number, and image.
Type the variable name.
Toggle on "Default Value" to fill with a default value if empty.
- Type the default value
Click on "Create new variable" to save your new variable.

Custom variables can be edited and deleted from your workspace.

(e.g. remove Company_Job because you stopped targeting this persona).

Click on "Settings" in the left bar menu of your dashboard.
Select "Variables".
If you're looking for a specific variable among all your variables, use the search bar.
Edit your variable by clicking on the corresponding "..." button.
If you want to edit, click on "Edit", update the information wanted, and click on "Save".
If you want to delete, click on "Delete" and confirm your choice.

Manage all your variables created from your workspace.

Last updated 1 year ago