{"id":5839,"date":"2024-09-30T06:38:35","date_gmt":"2024-09-30T06:38:35","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-new-personalization-variables\/"},"modified":"2024-10-03T08:06:02","modified_gmt":"2024-10-03T08:06:02","slug":"p3-hvac-software-new-personalization-variables","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-new-personalization-variables\/","title":{"rendered":"Tuesday Tool Tip &#8211; New Personalization Variables"},"content":{"rendered":"<h2>New Personalization Variables<\/h2>\n<p>We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the last name and a variable that combines the first and last name together.<\/p>\n<p>These variables are to help those companies who have a customer name format of &#8220;last, first&#8221;. Now with these variables each company can better address the customer in the email communication.<\/p>\n<p>Please note these variables are currently only available in the invoice communication. However, we are in the process of adding the personalization variables to all communications. This work will be completed by the end of the month.<\/p>\n<h2>New Variables<\/h2>\n<p>$CustomerFirstName &#8211; the first name field on the customer record<br \/>\n$CustomerLastName &#8211; the last name field on the customer record<br \/>\n$CustomerFirstAndLastName &#8211; the first name field on the customer record followed by the last name field<\/p>\n<p>Let&#8217;s assume we have a customer name format of &#8220;last, first&#8221; and we have a customer &#8220;George Washington.&#8221; So the customer record fields are:<br \/>\nFirst Name: George<br \/>\nLast Name: Washington<br \/>\nCustomer Name: Washington, George<\/p>\n<p>Here are the values for each of the personalization variables:<br \/>\n$CustomerFirstName = George<br \/>\n$CustomerLastName = Washington<br \/>\n$CustomerFirstAndLastName = George Washington<br \/>\n$CustomerName = Washington, George<\/p>\n<p>Please note these variables are currently available with both the email and text communication for the invoice.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>New Personalization Variables<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3134 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Personalization-Variables-for-Invoices.png\" alt=\"\" width=\"489\" height=\"318\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the last name and a variable that combines the first and last name together. These variables are to help those companies who have a customer name format of &#8220;last, first&#8221;. Now with [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5301,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[388,407,365,386,335,428],"class_list":["post-5839","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-invoice","tag-hvac-software","tag-p3-software","tag-p3-hvac-software","tag-personalization-variables"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - New Personalization Variables<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-new-personalization-variables\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - New Personalization Variables\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-new-personalization-variables\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Personalization-Variables-for-Invoices.png\" \/>\n\t<meta property=\"og:image:width\" content=\"489\" \/>\n\t<meta property=\"og:image:height\" content=\"318\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-new-personalization-variables\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-new-personalization-variables\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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