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What Are Smart Fields in Marqet?

When you use Marqet Forms, Playbooks, or Workflows, smart fields in your templates are automatically filled with data from form submissions, data sources, or other inputs - creating customized content without manual editing.

What You'll Learn

  • How smart fields work in Marqet
  • The role smart fields play in automation
  • Types of content smart fields can handle
  • How Marqet automatically detects smart fields
  • Why smart fields are essential for content automation

How Smart Fields Work

Smart fields create a connection between your templates and your data.

The Basic Process

Step 1: Templates Have Smart Fields

Your Marq templates contain smart fields - placeholders for information that will change for each use. These might be fields for names, dates, addresses, images, or any other variable content.

Step 2: Marqet Detects Smart Fields

When you set up a Form, Playbook, or Workflow, Marqet automatically scans your template and detects all the smart fields present.

Step 3: Data Maps to Smart Fields

You connect data sources to smart fields - either from form submissions, connected data sources like spreadsheets or CRMs, or workflow inputs.

Step 4: Automatic Population

When content is generated, Marqet automatically replaces each smart field with the corresponding data, creating a fully personalized project instantly.

Example in Action

Template smart fields:

Form submission data:

  • Customer Name: "Acme Corp"
  • Order Date: "January 15, 2026"
  • Total Amount: "$5,000"
  • Company Logo: [image file]

Generated project: All smart fields are automatically replaced with the submitted data, creating a personalized order confirmation document.

Smart Fields and Marqet Automation

Smart fields are what make all Marqet automations work. Each tool uses smart fields differently:

Smart Fields in AI Forms

When you add a template to a Form:

  • Marqet automatically detects all smart fields in the template
  • Those smart fields become fields in your form
  • Users fill out the form with their data
  • Smart fields populate automatically when the form is submitted

Learn more: What Are AI Forms

Smart Fields in Playbooks

When Playbooks generate content:

  • Data from your connected data source maps to template smart fields
  • Each record in your data source generates one project
  • Smart fields in the template populate with data from that record
  • Content is created automatically on schedule

Learn more: What Are Playbooks

Smart Fields in Workflows

Workflows offer the most flexibility:

  • Data can come from forms, data sources, APIs, or AI processing
  • Workflows can transform or enrich data before mapping to smart fields
  • Complex logic determines which data goes to which smart fields
  • Multiple data sources can be combined to populate a single template

Learn more: What Are Workflows

Types of Smart Field Content

Smart fields can handle different types of content beyond just text.

Text Smart Fields

The most common type of smart field handles text content:

  • Names and titles
  • Addresses and locations
  • Descriptions and body copy
  • Dates and numbers
  • Any written content that varies

Image Smart Fields

Smart fields can also handle images:

  • Product photos
  • Employee headshots
  • Company logos
  • Property images
  • Any visual content that changes

Marqet automatically detects image smart fields when scanning templates.

Color Smart Fields

Smart fields can dynamically change colors in templates:

  • Brand colors for multi-brand templates
  • Category or team color coding
  • Personalized color schemes
  • Dynamic accent colors

Marqet automatically detects color smart fields in templates.

Automatic Smart Field Detection

One of the powerful features of Marqet is automatic smart field detection.

How Auto-Detection Works

When you add a template to a Form, Playbook, or Workflow:

  1. Marqet scans the template
  2. Identifies all smart fields present
  3. Automatically presents them for data mapping
  4. Detects the type of each field (text, image, color)
  5. Makes them available for configuration

This means you don't manually list every smart field - Marqet finds them automatically.

Benefits of Auto-Detection

  • Faster setup: No need to manually configure each field
  • Fewer errors: Can't forget to include a field
  • Easier template updates: Add fields to templates and they automatically appear in automations
  • Type awareness: Marqet knows if a field is text, image, or color

Project Smart Fields

Templates that have "project smart fields" make additional form fields available when used in Forms. Marqet pulls these fields from the template and adds them to the form automatically, ensuring all necessary data is collected.

Why Smart Fields Matter

Enable Scalable Personalization

Without smart fields, you'd need to manually edit each piece of content. Smart fields let one template generate thousands of personalized variations automatically.

Maintain Brand Consistency

Templates ensure design consistency while smart fields provide personalization. Every generated piece follows the same professional design with customized content.

Save Time

What used to take hours of manual template customization happens in seconds through automatic smart field population.

Reduce Errors

Automated data population eliminates manual data entry errors and copy-paste mistakes.

Empower Non-Designers

Anyone can generate professional, personalized content by providing data - no design skills needed because smart fields handle the population automatically.

Smart Fields in Practice

Example: Real Estate Listing Materials

Template smart fields:

How it works: Agent's data source (MLS system) has all this information. When Playbook runs, it generates listing flyers with all smart fields populated automatically for each new property.

Example: Employee Onboarding

Template smart fields:

How it works: HR fills out a Form with new hire details. Form automatically generates welcome packet, business card, and announcement with all smart fields populated.

Example: Sales Proposals

Template smart fields:

How it works: Sales rep uses Form to create proposals. Selects prospect from CRM (connected data source) and adds deal details. Proposal generates with all relevant information automatically populated.

Getting Started with Smart Fields

What You Need

To use smart fields in Marqet automations:

  1. Templates with smart fields: Your Marq templates need to have smart fields configured
  2. Data to populate them: From forms, data sources, or workflow inputs
  3. Marqet automation: Form, Playbook, or Workflow to connect template to data

Template Preparation

If your templates don't have smart fields yet, they'll need to be set up in Marq before you can use them with Marqet automations. Templates without smart fields can't benefit from automated data population.

Learning More

For details on using smart fields in each automation type:

Frequently Asked Questions

Do I need to tell Marqet which smart fields are in my template?

No. Marqet automatically detects smart fields when you add a template to a Form, Playbook, or Workflow.

Can one template have multiple smart fields?

Yes. Templates typically have many smart fields - as many as needed for the content. Common templates have 10-20 smart fields or more.

What happens if a smart field doesn't have data?

Behavior depends on your setup. Forms typically require fields to be filled. Playbooks and Workflows may leave fields empty or use default values if configured.

Can the same smart field appear multiple times in a template?

Yes. You might use on both the cover and signature pages. All instances populate with the same data.

Do smart fields work with all Marq templates?

Smart fields need to be set up in templates. Once configured, they work with all Marqet automation tools.

How does Marqet know if a smart field is for text vs images vs colors?

Marqet's auto-detection identifies the type of each smart field and handles it appropriately when populating data.

Can I update smart fields after setting up an automation?

Yes. If you add new smart fields to your template, you'll need to update your Form, Playbook, or Workflow to map data to those new fields.

Next Steps

Use Smart Fields in Automations

Now that you understand smart fields, learn how to use them:

  • AI Forms - User-initiated automated content
  • Playbooks - Scheduled automated content
  • Workflows - Custom multi-step automations

Explore Marqet Overview

See how smart fields fit into the complete content automation platform:

Need Help?

If you have questions about smart fields or need assistance with template preparation for Marqet automations, contact Marq support or your account team.

Visit our Help Center for more articles and resources.