How do I edit Sales Prospecting mailshot letters?
From Catalyst
Summary
This article explains how to edit your Sales Prospecting mailshot letters. There are some standard letters available, but you may want to customise these to your own requirements.
More Information
Go to " Sales Prospecting Prospect Mailshots"
- Press <Enter> to view the current list of installed Mailshots.
If you don't have any 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 visiting our showroom
- can be changed to:
- ^{M 9,129}Thank you for attending our open evening
- Please note, any string that begins with an "$" is pulling information from file to print on each individual letter, for example, the customer's name or vehicle make etc. A list of the items available to go after the "$" can be found under the Variables tag in the Sales Prospecting part of the knowledge base.
- When you have finished editing the letter, click [File], then [Exit], and click [Yes] to save the changes.
- Press <Esc> and then click [Accept] and [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 find a prospect?
- How do Interest Categories Work?
- How do I Produce Interest Letters in Sales Prospecting?
