Customizing Variables

Overview

Variables are an easy and fast way to personalize your demos without having to edit a template for each prospect. You can define images and text fields as Variables, so whenever you or someone else from your team is about to create a demo, you can change the values in these Variables without having to directly edit the template. Variables are our latest solution to creating multiple personalized demos out of a single template, without the stress of a large number of people editing it.

After the creator of the product demo sets different elements as Variables, the demo can then be easily copied and customized by other members of the team for their specific needs. This allows everyone else in your company with presenter, editor, or admin permissions to create personalized demos without having to edit the template.

Instructions

1. Select the element, text field, or image you’d like to set as a Variable and click the three dots to open the menu.
2. In the menu, go to “Set as Variable” and click on “New Text Variable” for a text element, or “New Image Variable” for an image element.
   
3. In the modal, choose a new Variable name, description and, if needed, change the default value and click “Done” to create the new Variable.
   
   
4. The page will then update accordingly and the default value will be shown. When hovering on the Variable in the editor you’ll be able to see a purple tag with the Variable’s name.
   

FAQs

How do I remove a variable?

Select the element you want to remove and click the three dots to open the menu and then select “Remove Variable.”

How do I apply an existing Variable to another image or text field?

You can apply a Variable to several locations so they will all show the same customized value.

Once the new Variable is created, select any element in the template you’d like to apply the Variable on. Tap the three dots menu and hover over “Set as Variable,” and you should see the option to apply your previously made variable to that element.

How do I customize each demo with Variables?

Once you’ve set up your template with Variables, customizing your demos is easy. Each time you create or update a demo, you’ll be able to set the value for each Variable using the Demo Customization Wizard. The wizard will be launched automatically each time you publish a template that includes Variables. Changes you make to your template afterwards won’t impact your demo, so you can safely share it with your prospects.