Dynamic Content Variables

Personalise your partner-facing content by inserting dynamic variables that automatically display partner-specific information. Variables allow you to create one piece of content that adapts to each partner viewing it.

What You'll Learn

• How to insert variables into text content

• Available built-in partner variables

• Using custom fields as variables

• Where variables can be used

• How variables appear to partners

Prerequisites

• Admin or Partner Admin access to your Journeybee workspace

• Content created in Resources, Rooms, or Certifications

• (Optional) Custom fields configured for partners

Understanding Variables

Variables are placeholders in your content that get replaced with actual partner data when a partner views the content. For example, you might write "Welcome, {{Partner Name}}!" and each partner will see their own company name displayed.

Available Variable Types

Built-in Partner Variables:

Custom Field Variables:

Any custom fields you have created for partners can also be used as variables. All custom field types are supported:

• Text and Textarea fields

• Number fields (displayed as text)

• Date fields (formatted as "Dec 11, 2025")

• Boolean fields (displayed as "Yes" or "No")

• Select fields (displays the selected option label)

• Multi-select fields (displays selected options joined by commas)

Inserting Variables

Step 1: Open the Content Editor

Navigate to a text block in any of these locations:

• Resources - Text blocks in resource pages

• Rooms - Text blocks and Introduction blocks in partner rooms

• Certifications - Text blocks in certification content

Click on the text block to enter editing mode.

Step 2: Type the Variable Trigger

Position your cursor where you want the variable to appear, then type two opening curly braces:

{{

A dropdown menu will appear showing available variables.

Step 3: Select a Variable

The dropdown is organised into two sections:

Partner Info - Built-in variables like Partner Name, Partner Category, and Partner Tier

Custom Fields - Your custom partner fields, each labeled with the partner type it applies to (e.g., "Country - Referral")

Use the arrow keys to navigate or start typing to filter the list. Press Enter or click to insert the selected variable.

Step 4: View the Variable Chip

Once inserted, the variable appears as a highlighted chip in the editor:

Welcome, [Partner Name]!

The chip is non-editable - to change it, delete the entire chip and insert a new variable.

Where Variables Work

Variables are supported in these content types:

Important: Variables are resolved when a partner views the content. In the editor, you will see the variable name (e.g., "Partner Name"), not the actual value.

How Partners See Variables

When a partner views content containing variables:

1. The system looks up the partner's information

2. Each variable is replaced with the corresponding value

3. The partner sees personalised content with their specific data

Example

What you write in the editor:

Welcome to the {{Partner Name}} resource center!

As a {{Partner Tier}} partner in our {{Partner Category}} program,
you have access to exclusive content tailored for partners like you.

Your region: {{Region - Referral}}

What a partner sees:

Welcome to the Acme Corp resource center!

As a Gold partner in our Technology program,
you have access to exclusive content tailored for partners like you.

Your region: North America

Best Practices

• Test with different partners - Preview content as different partners to ensure variables resolve correctly

• Provide fallback context - Write content that still makes sense if a variable has no value

• Use appropriate variables - Match custom field variables to the correct partner type (e.g., use Referral fields for content aimed at referral partners)

• Keep it natural - Insert variables where they flow naturally in sentences

Common Issues

Variable Shows as Empty

Problem: A variable appears blank when viewed by a partner.

Solution: This occurs when the partner doesn't have a value set for that field. Check that:

• The partner has the relevant custom field populated

• For built-in variables, ensure the partner has a category/tier assigned

• The variable matches the partner type (e.g., "Referral" custom fields only work for referral partners)

Variable Not Appearing in Dropdown

Problem: A custom field doesn't appear in the variable dropdown.

Solution:

• Ensure the custom field is configured for "Partner" category

• Refresh the page if you recently created the custom field

• Check that you have at least one partner type enabled

Variable Chip Cannot Be Edited

Problem: You cannot modify the text inside a variable chip.

Solution: This is expected behaviour. Variables are atomic units. To change a variable:

1. Delete the entire chip (use Backspace or Delete)

2. Insert a new variable using {{