BricksMembers Assistant for Dynamic Tags and Templates

The BricksMembers Assistant is the builder-only helper panel inside Bricks Builder. It gives you two practical modes while you design membership pages: Dynamic Tags for finding and inserting BRM data tags, and Templates for inserting reviewed Bricks layouts that already include the right BRM bindings.

Use this guide when you want to build faster in Bricks without memorizing every dynamic tag, query loop, condition, form action, and page pattern that BricksMembers provides.

What the Assistant Does

• Dynamic Tags mode searches the BricksMembers dynamic tag catalog, explains what each tag outputs, builds structured tag syntax, and inserts or copies the tag for the focused Bricks field.
• Templates mode lets you browse BricksMembers template previews, choose safe setup values, and insert Bricks JSON for pages, parts, and state blocks.
• The floating button and shortcut open the same assistant panel inside the Bricks builder shell.

The assistant does not add public frontend output by itself. It helps you author Bricks content. Once a tag or template is inserted, the normal BricksMembers runtime owns the actual access checks, dynamic tag output, conditions, query results, form actions, checkout behavior, and template data.

Opening the Assistant

Open any page or template in Bricks Builder. Click the floating BRM assistant button, or use the configured keyboard shortcut. The default shortcut is Ctrl/Cmd + Shift + M, unless your site admin changed it.

You can configure the trigger from BricksMembers -> Integrations -> Bricks Builder. The settings let you enable or disable the floating button, move the button to a different corner, change the button offset, enable or disable the shortcut, and choose a different shortcut if another builder extension already uses the default one.

The assistant appears only in the Bricks builder for users who can edit builder content and have the relevant BricksMembers capability. A role can be allowed to use Dynamic Tags mode, Templates mode, both modes, or neither mode.

Using Dynamic Tags Mode

Dynamic Tags mode is the fastest way to find BRM dynamic data while you are editing a Bricks field. Search by feature, tag name, or intent. The assistant groups tags by module and shows only the tag families that make sense for the active site.

Use it for things like member names, current access levels, progress values, drip status, download metadata, quiz results, certificate fields, group details, billing data, gift claim values, instructor dashboard values, video-watch output, and checkout helper text.

Checkout tax copy is included here too. For authored checkout tax controls, use the checkout tax dynamic tags such as {brm_checkout:tax_b2b_toggle_label}, {brm_checkout:tax_vat_id_label}, and {brm_checkout:tax_reverse_charge_notice}. The assistant helps you find those tags without scanning the full dynamic tag reference.

1. Focus the Bricks field where you want to insert a value.
2. Open the BricksMembers Assistant and choose Dynamic Tags.
3. Search for the feature or output you need.
4. Review the generated tag and its output notes.
5. Insert the tag into the focused field, or copy it when the field cannot be detected.

If a Bricks control expects a URL, choose a URL-style tag. If it expects visible text, choose a text tag. If it expects HTML, only use tags that intentionally output HTML.

Using Templates Mode

Templates mode helps you start from a working BricksMembers layout instead of rebuilding every membership page from scratch. The library includes page templates, reusable parts, and state blocks across access, account dashboards, commerce, protected content, course layouts, enrollments, submissions, quizzes, certificates, groups, directories, chat, gifts, and instructor workspaces.

Each template has a preview, a variant, a type, setup controls, and binding notes. Variants let you choose between normal standalone Bricks styling and Automatic CSS-oriented output where available.

1. Open the BricksMembers Assistant and choose Templates.
2. Search or filter by template category, type, module, or binding.
3. Review the preview and the template details before inserting it.
4. Choose the setup values the template exposes, such as linked site pages or reviewed query-loop settings.
5. Use Paste to Bricks to insert the template, or use Copy JSON when you want to paste manually.

Setup controls are intentionally narrow. They let you pick safe values for the specific template, but they do not rewrite locked BRM logic. Dynamic tags, conditions, form action keys, token context, route context, and template-specific bindings stay locked so the inserted layout keeps working after you customize the design.

If you use an Automatic CSS variant, copy the reviewed framework CSS from the assistant when the template needs it, then place it where your site stores Bricks/ACSS companion CSS. Standalone variants do not require the ACSS framework file.

When to Use Each Mode

• Use Dynamic Tags when you already have a design and need to output the right BRM data in a heading, text block, button, image field, URL field, or custom HTML field.
• Use Templates when you need a working starting point for a page, part, or empty/error/success state.
• Use both when you insert a template first, then customize the design with additional member-specific text, links, labels, or status fields.

Good Starting Points

• Course catalog: start from a catalog template, choose the relevant structure post types, then use dynamic tags for progress and access labels.
• Member dashboard: insert an account or dashboard template, then personalize headings, buttons, and continue-learning areas with BRM user and progress tags.
• Checkout with tax display: use the Payments checkout templates and checkout dynamic tags for tax labels, VAT hints, totals, and reverse-charge notices.
• Group dashboard: use the group templates for seats, invites, owner controls, and group profile updates, then adjust copy and layout in Bricks.
• Protected download library: use a resource library or download state template, then add download filename, size, type, and URL tags where needed.

Important Notes

• The assistant is builder-only. Visitors and members do not see it on the frontend.
• The assistant is module-aware. Module-specific dynamic tags depend on the related feature, and template details call out the modules and bindings a layout uses.
• The assistant is role-aware. Users need the relevant BricksMembers capability for Dynamic Tags mode or Templates mode.
• The assistant does not replace the native Bricks dynamic tag picker. It is a BricksMembers helper for BRM-specific tags and templates.
• Inserted templates are starting points. After insertion, save the Bricks page or template, preview the page as the right user type, and test any access, checkout, group, submission, or form flow the layout depends on.