How do I edit Workshop mailshot letters?
From Catalyst
Revision as of 16:17, 20 September 2013 by Richard Green (talk | contribs)
Summary
This article explains how to edit your Workshop mailshot letters. There are some standard ones issued with the system, but you may wish to modify these to your requirements.
Detailed
Go to " Workshop Workshop Mailshots" and press <Enter> to view the current list of installed Mailshots.
Some examples listed are:
- 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 9,137}Remember to book early to avoid disappointment.
- could be changed to:
- ^{M 9,137}Remember to book early as we are extremely busy this time of year.
 | Any string that begins with an "$" is pulling information from file to print on each individual letter, for example, the customer's name or vehicle make etc. To see a list of available items to go after the "$", please see the Report Generator variables in the Workshop area of the knowledge base. |
- When you have finished editing the letter, click [File] then click [Exit]. Click [Yes] to save the changes.
- Press <Esc> then 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 Vehicle Sales 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?
