Flowster’s variables feature is designed to make workflows more dynamic and efficient by using placeholders for frequently repeated or customized data. Here’s a guide on how to use this feature effectively:
1. What Are Variables?
Variables are placeholders you define in your workflow templates. They are replaced with specific data when the workflow is run, allowing you to tailor the process to different scenarios without modifying the workflow itself.
2. Defining Variables
- Navigate to your Template.
- Identify fields or sections where data needs to be variable.
- Enter the
{{characters to view the menu of available variables:
- Select your desired variable from the menu.
3. Using Variables in Workflows
- You can insert variables into Template Name fields, Workflow Schedule names, Labels for sections, and even the Text section itself.
- When a workflow is created, the system will replace the variables with their respective values.
- Example: If your you have a Short Text Input section called “Client Name” and it contains “John Doe”, its variable will be
{{shorttext_input_field_client_name}}. Now every instance of{{shorttext_input_field_client_name}}in the workflow will automatically update to display “John Doe”.
- Example: If your you have a Short Text Input section called “Client Name” and it contains “John Doe”, its variable will be
4. Benefits of Using Variables
- Time-Saving: Avoid repetitive manual input for recurring tasks.
- Consistency: Ensure that the same data is used across all steps in a workflow.
- Scalability: Easily adapt workflows for multiple clients, projects, or scenarios without creating duplicates.
5. Examples
- Personalization: Use variables like
{{recipient_name}}or{{project_deadline}}to customize workflows. - Task Instructions: Define steps using
{{product_sku}}or{{shipping_address}}to guide team members. - Dynamic Workflow Names: If you had a “Status” radio button in the workflow, then based on what you selected, it could change the workflow name to something like “On Hold, In Progress, or Complete”.
This feature allows teams to automate repetitive tasks, increase accuracy, and reduce the effort required to tailor workflows to specific cases.
Read more about this new feature here:
https://flowster.tawk.help/article/how-to-use-variables