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Custom Variables

Create custom data fields for your locations and use them to personalize organic social posts and paid advertising.

Hub Feature: Custom Variables are available for Hub (franchisor) users to define location-specific data that can be used across all content.

Custom Variables allow you to add any custom data fields to your locations, then dynamically insert that data into organic social posts and paid advertising content. This enables hyper-personalized content at scale.

Overview

Custom Variables extend beyond the standard location fields (name, address, city, etc.) to include any data unique to your franchise locations:

  • Store-specific promotions or offers
  • Local manager names
  • Regional specialties
  • Custom pricing
  • Local event information
  • Unique location features

Creating Custom Variables

Step 1: Access Custom Fields

  1. Go to Manage > Locations
  2. Click the Custom Fields button
  3. The Custom Fields modal will open

Step 2: Add a New Field

  1. Click Add Field
  2. Configure the field:
    • Field Key - Internal identifier (e.g., "store_manager")
    • Display Name - Human-readable name (e.g., "Store Manager")
    • Field Type - Select from available types
    • Is Required - Whether all locations must have this value
    • Is Array - Whether the field holds multiple values

Field Types

TypeDescriptionExample Use
TextSimple text inputManager name, tagline
EmailValidated email addressLocal contact email
PhonePhone number with formattingDirect store line
NumberNumeric valuesYears in business, capacity
URLValidated web addressLocal booking page
SelectDropdown options you defineRegion, store tier
BooleanTrue/false toggleHas parking, offers delivery
AddressStructured address fieldsAlternative location
ObjectComplex structured dataCustom data structures

Step 3: Apply Values to Locations

  1. Go back to the Locations table
  2. You'll see new columns for your custom fields
  3. Click on cells to edit values inline
  4. Or open the location details to edit all fields

Using Variables in Organic Social Posts

Custom Variables can be inserted into post captions using double curly brace syntax. They are dynamically replaced with location-specific values when the post is published to each workspace.

Standard Location Variables

These built-in variables are always available:

{{location_name}}    → Location display name
{{address}}          → Street address
{{city}}             → City name
{{state}}            → State/province
{{zip}}              → Postal code
{{admin_name}}       → Location admin name
{{contact_email}}    → Contact email
{{phone_number}}     → Phone number
{{website_url}}      → Website URL

Custom Variables

Your custom fields are available with the custom. prefix:

{{custom.store_manager}}
{{custom.local_offer}}
{{custom.specialty_dish}}

Inserting Variables in Post Editor

  1. Create or edit a post in the Calendar or Post Editor
  2. Place your cursor where you want the variable
  3. Click the Variables button (or type {{)
  4. Search or browse available variables
  5. Click to insert

Example Caption:

Welcome to {{location_name}}! Ask for {{custom.store_manager}}
and mention this post for {{custom.local_offer}}.

Visit us at {{address}}, {{city}}, {{state}} {{zip}}.
Call {{phone_number}} or visit {{website_url}}

Resolves to (for one location):

Welcome to Downtown Studio! Ask for Sarah Johnson
and mention this post for 15% off your first class.

Visit us at 123 Main St, San Francisco, CA 94102.
Call (555) 123-4567 or visit www.downtownstudio.com

Using Variables in Paid Social Ads

Custom Variables work seamlessly with Playbooks to create personalized ad campaigns across all locations.

In Playbook Ad Copy

When creating Playbooks, you can use variables in:

  • Headlines - Short attention grabbers
  • Primary Text - Main ad body copy
  • Descriptions - Supporting information
  • Call to Action URLs - Dynamic landing pages

Best Practices for Ad Copy

Headlines (keep short):

{{custom.local_offer}} at {{location_name}}
{{city}}'s Best {{custom.specialty}}

Primary Text:

Visit {{location_name}} and experience {{custom.specialty}}!
Our team, led by {{custom.store_manager}}, is ready to help you.
Located at {{address}}, {{city}}.

Description:

{{custom.tagline}} - {{phone_number}}

Dynamic Ad Preview

When editing Playbook ad creatives:

  1. Variables appear as styled pills in the text editor
  2. Use the Preview feature to see how ads will look for specific locations
  3. Switch between locations to verify personalization works correctly

Variable Resolution

When content is published:

  1. The system identifies which workspace/location the content is for
  2. All standard variables are resolved from location data
  3. Custom variables are resolved from the location's custom field values
  4. Any unresolved variables remain as placeholders (visible in preview)

Troubleshooting

Variable Not Resolving

  • Check that the field key matches exactly
  • Verify the location has a value for that field
  • Ensure the field is not archived

Preview Shows Placeholder

  • The selected preview location may not have that field populated
  • Try previewing with a different location
  • Check if the field is marked as required

Variable Not Appearing in Selector

  • Custom variables only appear in Hub context
  • Ensure you're logged in as a Hub user
  • Check that the field is not archived