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Publishing Workflows

Custom Fields and Shortcodes

Use account-specific names, links and addresses in the editor, CSV posts and Google Sheets.

Corporate-ready workflowsPublishing WorkflowsPublishing operations

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Publishing Workflows

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Operators, marketers, and collaborators

Workflow Focus

Use account-specific names, links and addresses in the editor, CSV posts and Google Sheets.

Custom fields are reusable shortcodes such as {{store_name}}. Each destination account can have its own value, so one post can publish different local details.

  1. Open Publishing → Custom fields and choose Create custom field.
  2. Set a name, key and optional fallback.
  3. Open Values and save each connected account’s value.
  4. Insert the shortcode with the { } editor button, or type it in your CSV or Google Sheets post text.
  5. Preview each destination and check for missing values before publishing.

For example, Visit {{store_name}}. Book: {{booking_url}} can use different store names and booking links for each location.

A non-empty account value overrides the fallback. A known field with no value resolves to empty text; an unknown or deleted field stays literal. Values resolve at publishing time, including scheduled posts.

Read the full guide, examples and use cases. See also CSV bulk posts and Google Sheets.

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