General CRM: Custom field Variables for images, videos, maps, buttons, embeds, and alt text

As you use any of our CRM variables, you might have a need to pull in unique images and other visuals to personalize your Qwilr Pages. You can set up variables for these!

In this article:

For this article, we're assuming you've already set up the HubSpot integration (or an integration with a different CRM), and created a template.


What kinds of visuals can you work with?

Qwilr supports these kinds of visual Variables:

  • Images (you'll need to have them hosted online)
  • Videos (hosted on one of our supported services)
  • Google Maps (you'll need the embed code for your map)
  • You can also attach a variable to Qwilr's clickable button, so it can link to different destinations in different pages.
  • On top of that, there's also the embed option that lets you insert external content, like videos, forms, calendars, or other web tools

You can use any or all of these in a Qwilr template, alongside your regular HubSpot variables.

Note: Wherever you host your visuals, they need to be set as publicly available. Private content won't work with variables. Images hosted on Google Drive are not currently supported.


Creating custom fields for visuals

In your CRM account, you'll need to set up one or more custom fields for each type of visual you'd like to use. These fields should be "multi-line text" fields. 

Each new custom field will generate a new variable in your Qwilr variable list.

As you work with client records in the CRM, you'll paste the URLs for your hosted visuals into the custom fields. Here's an example from a HubSpot record.

Adding an image placeholder to the Qwilr template

Next, you'll need to set up the spaces in your Qwilr template where these visuals will go. You'll add placeholders, and then attach the new variables to them.

As an example, let's say that you want to include a product image in each Qwilr Page. You have a total of 5 images, which are all hosted online. You have a unique URL for each one. You need to have different clients see different images in their Qwilr Pages. So we'll add an image placeholder to our template.

Step 1. Open your template for editing. To add an image placeholder, click on the + symbol that appears on any blank line. Then choose Image from the menu.


This adds a new image placeholder to the template. You can drag its corners to resize it as needed.

Step 2. Click on the top edge of the placeholder to bring up its toolbar. Click the Add Variable icon. That will bring up a list of your CRM variables. Locate the custom field's variable and click on it.



That's it! Your image placeholder is all set. When you create a new page from this template, it will pull in the image URL from your HubSpot record and display it in the page.

Alt text

You can also use a variable to fill in image alt text. To do it, select the image widget, and click ALT, then choose Add variable.



For video, maps, buttons, and embeds

The process is the same for the other kinds of content: add the placeholder to your template, and then attach a variable to it. 

All of the placeholders begin by clicking on the + symbol on any blank line, and then choosing the type of content you need from the menu.



Removing a variable from a placeholder

You can remove the variable from any placeholder in your template. To do this, open your template for editing in Qwilr.

Locate the placeholder and click along its top edge. Then click the icon to remove the variable.


After you remove the variable, you can add a different variable, or add a visual to the placeholder manually, or delete the placeholder.


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