Custom Variables

Before You Start

Custom variables are created in Hub context. Workspaces see only resolved values; they cannot create or rename them. Values live on the Workspace Variables table.

Use custom variables to personalize content at scale. Examples: local offer, store manager name, regional specialty, trial pricing. Define a field once, fill it per workspace, then reference it anywhere in a post or ad.

Create a Custom Variable

Open the Field Editor

Workspace Variables table with the Custom Variables button

Open Workspace Variables and click Custom Variables.

Custom Variables manager with existing fields and Add Field button

Click Add Field.

Configure the Field

In the field editor, set these properties before you save:

Field Key: the internal name, for example store_manager. Use lowercase letters, numbers, and underscores. No spaces.
Display Name: the label users see, for example Store Manager.
Field Type: the kind of data this field holds. Use the Field types reference below if you are not sure which one fits.
Required: turn this on when every workspace must have a value before the variable can be used reliably.
Is Array: turn this on only when the field should hold multiple values.

Add custom variable form with field key, display name, description, field type, and multiple values toggle

Fill Values Per Workspace

Back on the Workspace Variables table, the new column appears. Click to edit inline, or open the workspace's detail to edit it alongside everything else. For many workspaces at once, use Bulk upload.

Use in Posts

Insert a Variable in Your Caption

In the post editor, place your cursor where the value should appear, then type {{ (or click Variables) and pick from the list. Variables are wrapped in double curly braces and resolve at publish time, per workspace.

Standard variables are always available:

{{location_name}}  {{address}}  {{city}}  {{state}}  {{zip}}
{{admin_name}}     {{contact_email}}  {{phone_number}}  {{website_url}}

Your custom variables use the custom. prefix plus the field key:

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

Confirm How It Resolves

A caption written with variables fills in each workspace's values at publish time. For example, this 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}}.

resolves per workspace to:

"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."

Use in Paid Ads

Custom variables work in Playbook ad copy: headlines, primary text, descriptions, and CTA URLs. Use the same {{custom.field_key}} syntax. In the playbook editor, variables appear as styled pills. Use Preview to confirm rendering per workspace.

Common patterns:

{{custom.local_offer}} at {{location_name}} in a headline to localize the offer.
Visit {{location_name}}, led by {{custom.store_manager}}. in primary text to personalize the pitch.
{{custom.tagline}} - {{phone_number}} in a description to anchor the copy to the workspace.

Variable Not Resolving as Expected

Variable not resolving: check the field key is exact, the workspace has a value, and the field is not archived.
Preview shows the placeholder: that workspace has no value for the field. Try another workspace or fill in the value.
Variable not in the selector: you must be in Hub context. Workspace context only renders values, it does not list the variables.

Reference

Field Types

Choose the type that matches the data you want to store:

Field Type	Stores
Text	Any free-form string, such as a manager name or tagline
Email	A local contact email address
Phone	A direct store line
Number	A numeric value such as years in business, capacity, or trial price
URL	A local booking or landing page link
Select	A value chosen from a dropdown of options you define, useful for region or store tier
Boolean	A true/false flag such as "has parking" or "offers delivery"
Address	An alternative address for the workspace
Object	Complex structured data when none of the other types fit