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Add variables to your presentation

Personalize a deck using smart placeholders

Written by Mari

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Speed up the process of creating personalized presentations with variables. By adding these placeholders to templates and presentations, you and your team can quickly change content across an entire deck without having to go slide-by-slide.

Add variables from the Presentation overview

  1. Click on the Presentation Overview icon.

  2. Click on + New variable. You can choose to add a text variable, or an image.

  3. Add the name of the variable. Later, when you add variables to slides, this is how you select the right one. For example, you may want to create a variant for your client's name, the date, or your company name

  4. Add the content of the variable. This is what displays on the slide, which you can later change in order to update every occurrence in your deck.

  5. You can add you variable text to the slide by using # when typing in a text box, or selecting existing text and clicking #.


Convert existing text to variables

Using our find and replace tool, you can create variables out of text already in your slide and turn anything into a bulk update.

  1. Use cmd + f (ctl + f on Windows), open the find and replace window. You can Swap over to Convert to variable now, or after you've searched.

  2. Search for the text you'd like to convert to a variable. In this example, we're taking a creation date that was put into a footer.

  3. Check if you want to convert all instances of this text into the variable, and also double check that you have the case matched.

  4. When you click Convert, it will open the variables menu where you can determine the name for this variable.

  5. You can now update this text in bulk from the presentation information, or in the design panel.

Create variables from the design panel

  1. Select a piece of text on your slide, and open the design panel.

  2. You can create a new variable from this text, or convert the text to an existing variable.

  3. If you've clicked on an existing variable in the slide, you can also use the design panel to edit them by clicking on the pencil icon.

    4. Then, change the name or value for that variable.

Convert an image to variable

When adding variables into your presentation, you can now replace image content as well. This makes changing over and replacing client logos in templates a breeze, letting you create decks to win work even faster.

Add image variable

  1. Head over to the presentation information, and click + New variable. Select Image variable.

2. Select your desired variable image content from the media menu by clicking the value, and give your variable a name.

3. To add your image variable to a slide, go to the presentation information and click + (Add) next to the name of the variable you would like to add.

Turn existing image into a variable

You can take any image on a slide and turn it into a variable.

  1. Select on the image you want to use.

  2. Open the Design panel, and use the variable section. Click New to turn the selected image into a variable.

  3. A window will appear that will allow you to name the variable and choose the image content.

  4. Clicking on the image variable and then the drop down menu for the variable name will show you the option to copy the block as a variable.

  5. You can then paste the variable onto every slide or select slides by doing the following:

    1. Selecting all the slides by pressing Shift in the slides you would like to add these variables to

    2. Pressing Cmd + V to paste those variables in all slides at once.

Making the most of variables

There are a few reasons to use content variables in your presentations:

1. Design flexible headers and footers

Adding text blocks with variables at the top and bottom of your slides lets you create custom headers and footers. You can design these blocks in any style and format, so they remain on-brand and consistent, even when you change the content.

2. Keep client details accurate

Insert variables for your clients’ names and emails, and anything relevant to the customer call, like your account or sales rep’s name. That way, your team can quickly adapt key information from the Presentation Overview, so everything’s accurate on the call.

3. Update general information

You might have some presentations that you use on a recurring basis — like a team all-hands deck, a pricing proposal, or a board meeting presentation — which includes general information, like the date or year, a contact email / name, and so on. Setting these with variables lets you regularly change key information across multiple slides easily.

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