Personalization in Storydoc lets you tailor your presentation to each recipient using dynamic variables. You can customize text, buttons, images, and more to create a story that feels unique to every viewer.
Once you add variables to your story, the Share dialog will automatically adapt to show fields for each variable — so you can fill them manually for a single version or connect them with your CRM for automation.
What You Can Personalize
You can personalize almost any element in your Storydoc:
Text – Add variables such as first name, company name, or job title.
Buttons – Make links or button text dynamic (e.g.,
mailto:{{email}}or “Book a call with {{first_name}}”).Images – Dynamically change logos or photos based on each recipient.
In higher-tier plans, you can even personalize additional fields and media types (slides, lists, etc.).
How to Add Dynamic Variables
1. Add a Variable to Text or Buttons
Select a text field or button in your story.
Click Variables from the top toolbar.
Choose an existing variable (for example, Prospect’s first name or Company logo).
You’ll see it appear in your story as
{{variable_name}}.
2. Personalize Images
Click the image element.
Select Variables and choose an image-type variable (e.g., logo or sender picture).
The image will automatically change based on each recipient’s data
How to Create or Edit Variables
If your plan allows variable customization:
Click your profile icon in the top-right corner.
Select Variables from the dropdown menu.
Click + Add new variable or edit an existing one.
Choose the variable type — for example, Input, Image, Video, or Free text.
Add a placeholder if needed, then click Save changes.
You can also access this list directly from the editor by clicking Customize in the Variables menu.
Generating Personalized Storydocs
Once you’ve added dynamic variables, the Share dialog will include fields to fill in for each variable.
You can create personalized versions in three ways:
Manually – Fill in variable values for one recipient and click Create version.
In Bulk – Upload a CSV file with recipient data and generate multiple versions automatically.
Through Integrations or API – Map Storydoc variables to your CRM fields or use the API to generate personalized decks automatically.
Each version will generate its own unique Storydoc link.
Notes
Variables can be text, numbers, images, or media elements depending on your plan.
You can preview how personalization looks by entering sample data in the Share dialog.
Advanced personalization and CRM mapping are available on higher-tier plans.