How do I edit unit sales mailshot letters?
From Catalyst
Revision as of 16:16, 20 September 2013 by Richard Green (talk | contribs)
Summary
This article explains how to edit Unit Sales mailshot letters. There will be some standard letters included with the system, but you may want to customise them to your own requirements.
System Update
On the latest version of the system this process has been updated to use the Retention Centre. Click HERE for more details
More Information
Go to " Unit Sales Vehicle Sales Mailshots" and press <Enter> to view the current list of installed Mailshots.
Some examples listed are:
- NEW Thank You Letter
- USED Thank You Letter
- Vehicle Service Reminder
- Vehicle MOT Reminder
If you don't see any of the above Mailshots, please contact Catalyst Support for further assistance.
Editing a Mailshot
- Select any of the listed Mailshots and press [Edit].
- Click [Edit the Letter]
- This should open up Notepad and display a series of codes and text. If you scroll down the page, towards the centre of the document, you will see the text of the letter.
- Any of the text to the right of the "}" symbol can be edited; eg:
- ^{M 9,129}Thank you for purchasing your new
- can be changed to:
- ^{M 9,129}Thank you for purchasing your used
 | Any string that begins with an "$" is pulling information from file to print on each individual letter, for example, the customer's name or vehicle make etc. To see a list of the items that can go after the "$", please see the Report Generator Variables list under Unit Sales in the knowledge base. |
- When you have finished editing the letter, click [File] then [Exit]. Click [Yes] to save the changes.
- Press <Esc> and click [Accept] and then click [Finish Editing].
You are now ready to run your amended Mailshot by pressing [Start] and then following the on-screen prompts.
See Also
- How do I use the Retention Centre?
- How do I Edit Workshop Mailshot Letters?
- How do I Send Service Reminders from Vehicle Sales?
- How do I Send Service Reminders from Workshop Management?
- How do I Send MOT Reminders from Vehicle Sales?
- How do I Send MOT Reminders from Workshop Management?
