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Setting up and using parameters

Learn how to create parameters and personalize posts for each brand ambassador using custom fields.

Updated over 2 weeks ago

Parameters let you tailor social media posts to each individual ambassador. You can create custom fields such as Department, Store location, Phone number, or anything else that’s relevant. Ambassadors can fill in their own information during onboarding or via their personal settings.

As an admin, you can use these parameters to automatically personalize post content for your team.

How to set up parameters

  1. Scroll down to the Parameters section

  2. Click Add Parameter to create a new custom field

Note: Each new parameter is automatically added to the onboarding flow for newly invited ambassadors.

⚠️ Important: For existing ambassadors, use the Excel method below to manually update parameter values.


How to use parameters in a post

  1. Go to Create Post

  2. In the Composer, select Extra Fields

  3. Choose the parameter you want to include

The value filled in by each ambassador will automatically appear in the post when it is suggested to them.

⚠️ Important: If a parameter is missing for any user, you’ll receive a warning. Make sure all users have completed the required fields before scheduling the post.


Manually adding parameters to your team members

There are two ways to provide parameter values:

1. During onboarding

  • Every new parameter is included in the onboarding flow

  • Newly invited users can fill in their information when creating their account

2. Using Excel for existing team members

  1. Go to Members

  2. Click the Upload icon

  3. Download the team file

  4. Fill in the parameter values in the Excel spreadsheet

  5. Return Members, click the upload icon and select Upload your XLSX file here

The data will now be updated for your existing users.

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