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Publishing guide

Custom fields, also called shortcodes

Write one post and give each connected account its own store name, address or link. A shortcode such as {{store_name}} is replaced with that account’s saved value when the post publishes.

Manage custom fields

Set up once, reuse in your posts

  1. In Postly, open Publishing → Custom fields and choose Create custom field.
  2. Give the field a name and key, such as store_name. Add an optional fallback value.
  3. Open Values and save the detail for each destination account or page.
  4. Use the { } button in the post editor to insert the shortcode, or type it directly. Preview each destination before publishing.

One message, different local details

Visit {{store_name}} at {{address}}. Book here: {{booking_url}}

Use caseShortcodeAccount AAccount B
Local stores{{store_name}}Downtown StoreRiverside Store
Booking links{{booking_url}}https://example.com/downtownhttps://example.com/riverside
Local addresses{{address}}12 Main Street8 River Road

Useful for franchises, multi-location retailers, real-estate offices and agencies managing several brands. Keep shared campaign copy in one post and store destination-specific details in fields.

Editor, CSV and Google Sheets

Post editor

Insert a field with the { } button. Select the destination accounts and check their previews.

Editor guide

Bulk posts (CSV)

Put the literal shortcode in the text column. Keep the normal destination, media and schedule columns, then review the import.

CSV guide

Google Sheets

Put the same shortcode in your post text cell. Use the Postly add-on to choose the workspace and channels before submitting.

Google Sheets guide

Check values before publishing

An account’s non-empty value overrides the field’s fallback. If neither has a value, a known field resolves to empty text. An unknown or deleted field remains as a literal shortcode. Review missing-value notices and each destination’s preview.

Fields belong to the workspace. Use lowercase keys starting with a letter, followed by letters, numbers or underscores (up to 40 characters). Values can contain up to 1,000 characters. Resolved text still needs to meet each platform’s limits.

Values are resolved when publishing, so editing a value can affect scheduled posts that have not yet published. Shortcodes personalize content by destination account; they do not merge individual CRM contact details.