Search



ii) Customer Objects

SUPPORT

Expanded Setup Guide

'Customer Objects' retrieve information from the Customer Record to display in the message (i.e. Name, Address, Phone, etc.). The image below provides a sample.



Here is what was entered into the SecurityTrax Message Editor to create the sample above:

Dear %%[customer][getFlname]%%,

Your Triple A Security Technician is %%[customer][getInstallTechFlname]%%. Our office will be in touch with you shortly with a schedule for installation.

Sincerely,

Triple A Security

Note the proper format when using Objects and Fields. Begin with two percentage symbols %% followed by the Object Type [customer] followed by the desired Field [getFlname] in this case, then end with two more percentage symbols %%.

The table below contains the Fields available for Customer Objects:

ITEM

FIELD NAME

DEFINITION

SAMPLE (where applicable)

1a

[getFname]

Customer's first name

2a

[getLname]

Customer's last name

3a

[getId]

The SecurityTrax ID of the Customer

4a

[getFlname]

Customer first and last name

5a

[getLfname]

Customer's last name, first name

6a

[getLeadCompanyName]

Name of Partner Company or Lead Source on the Customer

7a

[getLeadCompanyCampaignName]

Name of the campaign used by the partner company or Lead source

8a

[getLocationName]

The office location where the Customer originated

9a

[getLocation_id]

The SecurityTrax ID of the Office Location

10a

[getLead_company_id]

SecurityTrax ID for the Lead Company

11a

[getLead_company_campaign_id]

SecurityTrax ID for the Campaign used under the Lead Company

12a

[getAccount_num]

The Customer account number

13a

[getAccount_type]

Residential or commercial account type

Residential or Commercial

14a

[getAddress1]

Customer's first street address line

15a

[getAddress2]

Customer's second street address line

16a

[getCity]

Customer's city

17a

[getState]

Customer's state

XX

18a

[getZip]

Customer's zip code

12345

19a

[getSalesRepFlname]

Customer's sales representative

20a

[getLeadRepFlname]

Customer's lead respresentative

21a

[getBillingTypeName]

Billing method Customer uses to pay for services

Credit Card, Bank Account, or Invoicing

22a

[getMmrAmount]

Customer's Monthly Monitoring Rate

23a

[getEquipmentTotalPoints]

Points genrerated from Customer's equipment

24a

[getPhone1Formatted]

Customer's Primary phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

25a

[getPhone2Formatted]

Customer's Cell phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

26a

[getPhone3Formatted]

Customer's Work phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

27a

[getPhone4Formatted]

Customer's Other phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

28a

[getPhone1]

Customer's primary phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

29a

[getPhone2]

Customer's cell phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

30a

[getPhone3]

Customer's work phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

31a

[getPhone4]

Customer's other phone number

456-7890, (123) 456-7890, or (123) 456-7890 x000 depending on what is in SecurityTrax for Customer

32a

[getInstallDateTimeFormatted]

Customer's installation date and time

33a

[getInstallDateFormatted]

Customer's installation date

34a

[getInstallStartTime]

Customer's installation start time

35a

[getConfirmation_num]

The Customer's confirmmation number provided from the central station

36a

[getInstallTechFlname]

The name of the technician on the primary install appointment

37a

[getCompanyProfileName]

The company name displayed after logging into SecurityTrax

ABC Security

38a

[getMonitoringCompanyName]

The name of the company that monitors Customer's security system

39a

[getEmail]

The Customer email address

40a

[getLeadTypeName]

The status of a Lead or 'Customer' if Customer

41a

[getLead_created]

The date and time the lead was created in SecurityTrax

0000-00-00 00:00:00

42a

[getCreated]

The date and time the customer was created in SecurityTrax

0000-00-00 00:00:00

43a

[getTermMonths]

Customer's contract term in months

44a

[getActivationFeeAmount]

Customer's activation fee (installation fee)

45a

[getAdt_customer_number]

Customer's ADT Customer number

46a

[getAdt_serial_man]

Customer's ADT Serial MAN

47a

[getLeadCallbackDatetimeNotificationsFormat]

The Lead's callback date and time formatted for a Notification

00/00/0000 00:00:00 AM or PM

48a

[getDealerNumberNumber]

Only the number portion of the Dealer Number description

49a

[getMonitoringPlanName]

Displays the Monitoring Plan selected on the Customer Record.