How do I edit unit sales mailshot letters?
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Summary
From within the Vehicle Sales Menu, there is an option to send various Mailshots to customers. eg, New/Used Thank You Letters etc. These Letters can be edited from the default installed. The following explains how to do this.
Detailed
Go to "Vehicle Sales" -> "Vehicle Sales Mailshots" and tap <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>
- On the window that pops up, click <Edit the Letter>
- This should open up Notepad and display a series of code and text. If you scroll down the page, towards the centre of the document, you will see the body of the text. (The letter contents)
- 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
- etc.....
- Please note, any string that begins with an "$" MUST be kept in as this is a token used by Platinum and is pulling various information from file to print on each individual letter, for example, the customers name or vehicle make etc.
- When you have finished editing the letter, click <File>-><Save> and then click <File>-><Exit>
- Now 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 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?