Playbook Content Variables allow you to centrally manage names, URLs, and other information for all of your Playbooks.

Billing Plan: Playbook Content Variables are available on the Premium, Advanced, and Enterprise

Intended Audience:

• Admins

In this Article, we’ll cover:

• Accessing Playbook Content Variables
• Creating Playbook Content Variables
• Using Playbook Content Variables

Accessing Playbook Content Variables

To access Playbook Content Variables, navigate to the Playbooks tab > Library > Content Variables.

Creating Playbook Content Variables

To begin creating a new Content Variable, click the Create variable button on the right side of the screen.

You will be prompted to fill out the name for your content variable as well as the variable content. For example you might use this for a product or brand name that is used across multiple Playbooks. Be sure to click the save button once you are done.

After you have created your content variable, you will be able to see its name, the content, when it was last updated along with how many Playbooks or blocks that particular variable is being used in. 

Use the View X instances button to pull up a list of each Playbook that variable is used in. 

Use the edit variable icon to edit an existing variable and the delete variable icon to delete a variable that is not currently in use. 

Note: If a content variable is being used in a Playbook it cannot be deleted.

Using Playbook Content Variables

To use Playbook Content Variables navigate to the Playbooks tab and select the Playbook you want to use a Content Variable in. 
 

Once you’ve opened the Playbook, find the question or message node you want to apply the Content Variable to and click on it.

In the editor, click the Personalization button to open up a dropdown menu. This is where you will find all of your Playbook Content Variables as well as your other personalization tokens.


Either use the search bar to type in the name of the Content Variable you are looking for, or; scroll down and select the Content Variable you wish to use and click Insert and then click Save and close to finishing editing the question or message node.