{"id":83077,"date":"2024-12-05T18:40:36","date_gmt":"2024-12-05T18:40:36","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=83077"},"modified":"2024-12-05T18:40:38","modified_gmt":"2024-12-05T18:40:38","password":"","slug":"variables-in-the-portal-adding-the-clients-name-to-the-hero-and-other-portal-blocks","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/de\/guides\/client-portal\/variables-in-the-portal-adding-the-clients-name-to-the-hero-and-other-portal-blocks\/","title":{"rendered":"Variables in the portal \u2013 adding the client\u2019s name to the Hero and other portal blocks."},"content":{"rendered":"\n<p>Variables are special text elements in the portal that are replaced with various preset values. For example, this could include the client\u2019s name, company name, current date, and so on.<\/p>\n\n\n\n<p>In this guide, I will explain how to add client names for greetings in the Hero section. Using client names is highly beneficial when creating a personalized portal.<\/p>\n\n\n\n<p>First, you need to navigate to the <strong>edit mode<\/strong> of the Hero section in the portal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-1024x559.png\" alt=\"\" class=\"wp-image-83087\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-1024x559.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-300x164.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-768x419.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-1536x838.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-2048x1118.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-1200x655.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-1980x1081.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-2-600x328.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Next, go to the <strong>welcome message<\/strong> editing area.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-1024x559.png\" alt=\"\" class=\"wp-image-83090\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-1024x559.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-300x164.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-768x419.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-1536x838.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-2048x1118.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-1200x655.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-1980x1081.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-3-600x328.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Let\u2019s set it up so that the portal slogan displays the text: <strong>Welcome, Client\u2019s Name!<\/strong> To do this, type <strong>Welcome,<\/strong> in the input field and click on the <strong>X<\/strong> icon to open the list of available variables. From the list, select <strong>Client\u2019s Name.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-1024x559.png\" alt=\"\" class=\"wp-image-83093\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-1024x559.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-300x164.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-768x419.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-1536x838.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-2048x1118.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-1200x655.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-1980x1081.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-4-600x328.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-1024x559.png\" alt=\"\" class=\"wp-image-83096\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-1024x559.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-300x164.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-768x419.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-1536x838.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-2048x1118.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-1200x655.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-1980x1081.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-5-600x328.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The input will now include the client name variable, which will be replaced with the actual client\u2019s name in the portal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-1024x559.png\" alt=\"\" class=\"wp-image-83101\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-1024x559.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-300x164.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-768x419.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-1536x838.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-2048x1118.png 2048w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-1200x655.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-1980x1081.png 1980w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/12\/image-6-600x328.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Next, click on <strong>Save<\/strong> and <strong>Publish<\/strong> to save the changes. You can add variables not only to the Hero section but also to almost any text input field in the blocks available within the portal.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Variables are special text elements in the portal that are replaced with various preset values. For example, this could include the client\u2019s name, company name, current date, and so on. In this guide, I will explain how to add client names for greetings in the Hero section. Using client names is highly beneficial when creating [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-83077","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":186,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/de\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"Portals","term_url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Variables in the portal \u2013 adding the client\u2019s name to the Hero and other portal blocks. - Sales AI Agents<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/de\/guides\/client-portal\/variables-in-the-portal-adding-the-clients-name-to-the-hero-and-other-portal-blocks\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Variables in the portal \u2013 adding the client\u2019s name to the Hero and other portal blocks. - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Variables are special text elements in the portal that are replaced with various preset values. 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