How to Use Dynamic Fields in Visme

Dynamic Fields in Visme are powerful tools that allow you to effortlessly update information across all your projects. Follow these simple steps to update your dynamic fields:

Updating dynamic fields in Visme:

  1. Access Dynamic Fields: Click “Edit” > thunder icon or sidebar’s Data Tab.
  2. Add Fields: Hover, click “Insert” to highlight in yellow.
  3. Preview: Click “Present” to view dynamic data.
  4. Create Custom Fields: Use “Custom Fields” and edit/add as needed.
  5. Update: Modify in “My Profile” at the sidebar’s bottom.

What Are Dynamic Fields?

Think of Dynamic Fields as super flexible parts in Visme that let you add live data or make your designs change when people interact with them. They’re like the secret sauce that makes your designs not just pretty but also smart and lively.

Accessing Dynamic Fields

  1. Locate the Text Object: Open your project and select the text object where you want to add the Dynamic Fields.
  2. Navigate to the Edit Tab: Click on the “Edit” tab at the top left corner of your screen. Look for the thunder icon and click on it to proceed.
    • Note: You can also access the “Dynamic Fields” menu from the Data Tab located in the sidebar along the left of the platform.

Adding Dynamic Fields

  1. Access the Dynamic Fields Menu: The “Dynamic Fields” menu will appear on the left side. From the “My fields” section, hover over the Dynamic Field you want to create.
  2. Insert the Field: Click on the “Insert” button to add the field to your project. The field will be highlighted in yellow.
    • Tip: You can add dynamic fields through Copy-Paste or by typing the keyword in square brackets directly.

Previewing Dynamic Fields

  1. Preview Your Project: Click on the “Present” button located on the top right corner to preview the dynamic fields in your Project. You’ll see the information in brackets replaced by the data stored in your user profile.

Creating Custom Fields

  1. Go to the Dynamic Fields menu in Visme
  2. Click on “Custom Fields
  3. Type a name for your new custom field
  4. Click the plus icon to add the field
  5. Edit the field value if needed
  6. Click the check mark to finalize

Updating Dynamic Fields

Your fields can be edited from My Profile. In bottom of Dynamic Fields sider bar Click on ‘My Profile‘ , you change, edit or delete all fields.

Edit Existing Custom Fields

  1. Go to the Dynamic Fields menu
  2. Select the field you want to edit
  3. Make your changes
  4. Save the changes

Delete Custom Fields

  1. Go to the project canvas
  2. Find the field you want to delete
  3. Select and delete dynamic fields

Add Fields to Branded Templates

  1. Navigate to the Brand Area
  2. Choose a branded template
  3. Identify placeholder sections
  4. Use the Dynamic Fields menu to insert custom fields
  5. Save the updated template

Update Field Values

Ensure any changes made to custom field values reflect across associated projects automatically.

Important Tips and Rules

  1. Changes Apply Across Projects: Modifying a dynamic field value will update it in all projects that contain that field. Renaming a Dynamic Field title will reflect the change across all projects.
  2. Deletion Impacts All Projects: If a Dynamic Field is deleted, it will be removed from all associated projects.

Plan Limitations

  • Business Plans: Up to 8 fields are available under custom variables for all users in the workspace.
  • Enterprise Plans: Unlimited fields under custom variables, visible to all users in the workspace, managed by admins.

Conclusion

Updating Dynamic Fields in Visme is a seamless process, streamlining the management of information across multiple projects within your workspace.

FAQs

Can I use Dynamic Fields in branded templates?

Yes, you can incorporate Dynamic Fields into branded templates, enabling automatic population of information, reducing manual input.

How do I ensure updated information pulls into dynamic fields?

Ensure all team members update their contact information so that dynamic fields pull in the most recent profile data.

Source

Visme Support

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Last modified: December 12, 2023

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