Save time by setting up Dynamic Fields that automatically pull agent profile information or property listing data directly into your designs. Build a template once, and it fills itself in for every agent and listing.
Before you begin, open Design Studio and the template you want to customize.
To make a text field (like a name, phone number, or address) update automatically:
Select the text: Click the text box you want to make dynamic.
Open settings: Click Layer Settings in the upper right-hand corner of your screen.
Choose your source: Under the data options, select User Data (pulls from your agent profile) or Listing Data (pulls from a specific property listing).
Image placeholders can automatically show a headshot or a home's primary photo:
Select the image: Click the image field you want to automate. A blue editing box appears around it.
Open settings: Click Layer Settings in the upper right-hand corner.
Choose your source: Select User Data (like a headshot) or Listing Data (like a property photo).
Check your profile: For User Data to work correctly, make sure the agent profile is fully filled out in account settings.
Double-check layers: If you can't click an element, make sure it isn't locked in your layer panel.
Preview first: Always preview your design to make sure the data is pulling in where you expect.
That's it! Your template is now smart. Whenever it's used for a new listing or agent, the fields update automatically.
Contact your Account Manager, or reach Back At You Support at support@backatyou.com or (866) 200-0676.
Related articles:
ADMIN: Using Design Manager to Create Smart Templates (dynamic locks, text limits, and publishing)