Difference between revisions of "How do I edit Sales Prospecting mailshot letters?"
Tim Laundon (talk | contribs) (New page: == Summary == From within the Sales Prospecting Menu, there is an option to send various Mailshots to customers. eg, Thank you for your interest in... etc. These Letters can be edited fro...) |
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== Summary == | == Summary == | ||
− | + | This article explains how to edit your {{SP}} mailshot letters. There are some standard letters available, but you may want to customise these to your own requirements. | |
− | == | + | == More Information == |
− | Go to | + | Go to {{Menu|{{SP}}|Prospect Mailshots}} |
+ | * Press {{KeyPress|ENTER}} to view the current list of installed Mailshots. | ||
If you don't have any Mailshots, please contact Catalyst Support for further assistance. | If you don't have any Mailshots, please contact Catalyst Support for further assistance. | ||
− | ===Editing a Mailshot=== | + | === Editing a Mailshot === |
− | *Select any of the listed Mailshots and press {{ | + | * Select any of the listed Mailshots and press {{Button|Edit}}. |
− | * | + | * Click {{Button|Edit the Letter}}. |
− | *This should open up Notepad and display a series of | + | * 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: | + | * Any of the text to the right of the "}" symbol can be edited; eg: |
− | **^{M 9,129}Thank you for visiting our showroom | + | ** ^{M 9,129}Thank you for visiting our showroom |
− | *can be changed to: | + | * can be changed to: |
**^{M 9,129}Thank you for attending our open evening | **^{M 9,129}Thank you for attending our open evening | ||
− | *Please note, any string that begins with an "$" | + | * Please note, any string that begins with an "$" is pulling information from file to print on each individual letter, for example, the customer's name or unit make etc. A list of the items available to go after the "$" can be found under the Variables tag in the {{SP}} part of the knowledge base. |
− | *When you have finished editing the letter, click {{ | + | * When you have finished editing the letter, click {{Button|File}}, then {{Button|Exit}}, and click {{Button|Yes}} to save the changes. |
− | + | * Press {{KeyPress|ESC}} and then click {{Button|Accept}} and {{Button|Finish Editing}}. | |
− | You are now ready to run your amended Mailshot by pressing {{ | + | You are now ready to run your amended Mailshot by pressing {{Button|Start}} and then following the on-screen prompts. |
− | + | == See also == | |
+ | * [[How do I find a prospect?]] | ||
+ | * [[How do prospect interest categories work?]] | ||
+ | * [[How do I produce mailshot letters in Sales Prospecting?]] | ||
+ | |||
+ | {{KB_Tags|prospect, mail, shot, letter, mailshot, change}} | ||
+ | {{How}}{{KB_SP}}{{ZN_Admin}} |
Latest revision as of 05:33, 19 June 2019
Summary
This article explains how to edit your Sales Prospecting mailshot letters. There are some standard letters available, but you may want to customise these to your own requirements.
More Information
Go to " Sales Prospecting Prospect Mailshots"
- Press <Enter> to view the current list of installed Mailshots.
If you don't have any Mailshots, please contact Catalyst Support for further assistance.
Editing a Mailshot
- Select any of the listed Mailshots and press [Edit].
- Click [Edit the Letter].
- This should open up Notepad and display a series of codes and text. If you scroll down the page, towards the centre of the document, you will see the text of the letter.
- Any of the text to the right of the "}" symbol can be edited; eg:
- ^{M 9,129}Thank you for visiting our showroom
- can be changed to:
- ^{M 9,129}Thank you for attending our open evening
- Please note, any string that begins with an "$" is pulling information from file to print on each individual letter, for example, the customer's name or unit 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 prospect interest categories work?
- How do I produce mailshot letters in Sales Prospecting?