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Dynamic fields

Dynamic Fields

For premium users, you can set your user profile’s Contact Information in Account Settings to create Dynamic Fields inside your projects! This feature helps teams to create templates that are automatically personalized to the user when they begin their Project. This feature works really well for quickly customizing available templates for reports, sales presentations, proposals, etc. Let’s get started:

1
Login to your Visme account. As the Dashboard loads, click your name at the top right to make the dropdown appear, then select Account Settings.

Next, from the menu on the left that loads (under your Workspace), select Profile.

2
In the screen that loads, make sure all of your Contact Information is correct. Complete the form, then click Update Information when finished. Make sure all of your team members have done this as well for their own accounts.

3
When editing a Project for team template use, you can now use brackets [] with entry titles from your Profile’s Contact Information page to create dynamic fields when the Project is presented!

Note: Be sure to follow the correct case-sensitive formatting just as it appears on the Profile’s Contact Information page (i.e. [First Name], [Last Name], [City], etc.) when using dynamic fields with your Projects.

4
In the top right corner of the Editor, click Present to preview the dynamic fields in your Project.

You’ll notice that the brackets from the editor have now been replaced by the information stored in your user profile!

Note: For more information on creating templates to be used with your team, check out this resource.
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