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. | |
==Detailed== | ==Detailed== | ||
− | Go to "Sales Prospecting" -> "Prospect Mailshots" and | + | Go to "Sales Prospecting" -> "Prospect Mailshots" and 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 test 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 "$" MUST be kept in as this is a token used by Platinum and is pulling | + | * {{NOTE|Please note, any string that begins with an "$" MUST be kept in as this is a token used by Platinum and is pulling information from file to print on each individual letter, for example, the customer's name or vehicle make etc.}} |
− | *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. |
− | {{FAQ}}{{KB_Tags|prospect, mail, shot, letter, mailshot | + | {{FAQ}}{{KB_Tags|prospect, mail, shot, letter, mailshot, Change}}{{KB_SP}}{{ZN_Admin}} |
Revision as of 08:28, 7 April 2009
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 test 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
- 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.