How do I edit Sales Prospecting mailshot letters?

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.

Detailed

Go to "Sales Prospecting" -> "Prospect Mailshots" and 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

• Template:NOTE

• 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.

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Keywords AND Misspellings

prospect, mail, shot, letter, mailshot, Change