Using Dynamic Fields to Automatically Insert Information

Dynamic Fields is a powerful feature designed to help you manage and update important information across multiple projects at once. It’s perfect for core company details, metrics, and any information that needs to appear consistently in your content without manually updating each project.

Here are some great options for using Dynamic Fields:

– Company size and footprint details, including number of employees, offices, or locations, that change over time and need to stay current everywhere
– Product counts, service offerings, and core value statements used across sales decks, one-pagers, and product collateral
– Key business metrics such as customer counts, growth figures, or measurable results that support credibility and require regular updates
– Compliance language and disclaimer text used consistently across presentations, proposals, and marketing assets
– Pricing tiers, plan names, and feature availability that need to stay aligned across sales and marketing materials
– Case study results like percentage increases, time saved, or performance improvements that appear in multiple formats
– Event details such as dates, locations, speakers, or session titles that are reused across multiple assets

Tip: A frequent misconception is that Dynamic Fields are unique for every individual project. While they can be used that way, it’s often more efficient to use Find + Replace for project-specific updates. Dynamic Fields is best implemented when you need to update core information across many projects at once.

Types of Dynamic Fields

Dynamic Fields come in two types, accessible through the tabs in the Dynamic Fields menu:

– Profile Fields: Profile Fields automatically pull information from a user’s profile, such as name, email, and contact info. These fields are ideal for personalizing projects while keeping updates centralized.

– Custom Fields: Custom Fields allow you to define workspace-wide variables. You can assign any value and update it centrally so that all projects using that field reflect the changes.

Pro Plan includes up to 8 custom fields, while the Enterprise Plan offers unlimited custom fields.

Why Use Dynamic Fields?

Dynamic Fields save time, ensure consistency, and make managing key information across multiple projects effortless. Instead of manually updating each project, you can scale updates from a single source. It’s a great way to have Visme help you eliminate the manual, tedious task of ensuring key information is updated everywhere it belongs.

How to Add Dynamic Fields

Profile Fields

Open your project and select the text object where you want to add a Dynamic Field.

In the Edit Text menu on the left, click Dynamic Fields at the bottom.

Note: You can also access it from the Data Tab in the left-hand sidebar.

Under the Profile tab, hover over the field you want and click Insert. The field will appear in your project highlighted in yellow.

Note: You can also add fields by copying and pasting, or typing the keyword in square brackets.

Click Present in the top-right corner to preview your Dynamic Fields. The placeholders will be replaced with the actual profile information.

Custom Fields

Go to the Custom tab in the Dynamic Fields menu.

Enter your custom keyword and click the plus (+) button to add it.

Click the Edit icon to define the value, then click the Check Mark to save.

Tips & Rules

– Updating a Dynamic Field value will update it across all projects where that field is used.

– Renaming or deleting a Dynamic Field will affect all projects referencing it.

– All users in the workspace can view and insert Dynamic Fields.

– Creation and editing permissions depend on your subscription plan. On the Enterprise plan, only workspace Admins can create or edit Dynamic Fields, providing additional control over shared and business-critical information.

– Use Dynamic Fields in Branded Templates to keep your content consistent and save your team time, with updates automatically reflected across all related projects if the values are changed.