Team variables
Just like in your personal space, it's possible to create custom variables for your whole team to use. These can be very useful when creating documents or templates, allowing you to include a flexible term in there that works like any other variable. A custom team variable will appear in any project you work on that falls under your team, and everyone in your team can see and use it.
To create a custom team variable, follow these steps:
On the team screen, go to the Variables tab
Your screen should look like this. This is where all your custom team variables can be viewed. When you don't have any custom team variables, this Create a variable button will show up instead. Click either that button or the New variable button.
You will be prompted with three fields to fill out.
Title: The name of this variable. This is both the title as well as the default value. For example, if you use the title Ebook Name, you can then use the variable in templates and documents by writing {Ebook Name}
Description: This is a short description of what the variable is used for. Consider it a mnemonic.
Example: Some examples of what the variable could be. For example, if your variable is Ebook Name, then some examples could be The secret tricks to copywriting and How to make an awesome website.
- Fill out each of the form fields.
- Click the Create new variable button.
And done! Your custom variable is now created!
You can use this variable when creating templates and documents within your team, just like you would use any other variable. When creating copy, you can find your variable among all the others in the list on the right.
Note: does your custom variable not appear right away? Make sure you added it to the team you're currently working on. If that's the case, try refreshing the page. Your custom variable should now appear.
Want to manage your team variables? Simply go to the Variables tab to see all variables your team has. From here, you can view, edit and delete variables using the Actions button next to them.
Creating team variables
To create a custom team variable, follow these steps:
On the team screen, go to the Variables tab
Your screen should look like this. This is where all your custom team variables can be viewed. When you don't have any custom team variables, this Create a variable button will show up instead. Click either that button or the New variable button.
You will be prompted with three fields to fill out.
Title: The name of this variable. This is both the title as well as the default value. For example, if you use the title Ebook Name, you can then use the variable in templates and documents by writing {Ebook Name}
Description: This is a short description of what the variable is used for. Consider it a mnemonic.
Example: Some examples of what the variable could be. For example, if your variable is Ebook Name, then some examples could be The secret tricks to copywriting and How to make an awesome website.
- Fill out each of the form fields.
- Click the Create new variable button.
And done! Your custom variable is now created!
You can use this variable when creating templates and documents within your team, just like you would use any other variable. When creating copy, you can find your variable among all the others in the list on the right.
Note: does your custom variable not appear right away? Make sure you added it to the team you're currently working on. If that's the case, try refreshing the page. Your custom variable should now appear.
Managing team variables
Want to manage your team variables? Simply go to the Variables tab to see all variables your team has. From here, you can view, edit and delete variables using the Actions button next to them.
Updated on: 12/02/2021
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