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"

Within your settings tab

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.

Within your editor

Create new variables within your guideflow's editor.

1. Call-to-actions (Hotspot and Walkthrough)

• 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.

1. Start/end popup

• 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.

1. HTML

• 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.

Edit & delete variables

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.