Difference between revisions of "How do I edit Workshop mailshot letters?"

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(New page: {{Incomplete}} == Summary == From within the Workshop Management Menu, there is an option to send various Mailshots to customers. eg, MOT Reminders etc. These Letters can be edited from t...)
 
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{{Incomplete}}
 
{{Incomplete}}
 
== Summary ==
 
== Summary ==
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From within the Workshop Management Menu, there is an option to send various Mailshots to customers. eg, MOT Reminders etc.  These Letters can be edited from the default installed.  The following explains how to do this.
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This article explains how to edit your {{WS}} mailshot letters. There are some standard ones issued with the system, but you may wish to modify these to your requirements.  
  
 
==Detailed==
 
==Detailed==
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Go to "Workshop Management" -> "Workshop Mailshots" and tap {{KeyPress|Enter}} to view the current list of installed Mailshots.
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Go to "Workshop Management" -> "Workshop Mailshots" and press {{KeyPress|Enter}} to view the current list of installed Mailshots.
  
 
Some examples listed are:
 
Some examples listed are:
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*Vehicle Service Reminder
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* Vehicle Service Reminder
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*Vehicle MOT Reminder
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* Vehicle MOT Reminder
  
 
If you don't see any of the above Mailshots, please contact Catalyst Support for further assistance.
 
If you don't see any of the above Mailshots, please contact Catalyst Support for further assistance.
  
 
===Editing a Mailshot===
 
===Editing a Mailshot===
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*Select any of the listed Mailshots and press {{KeyPress|Edit}}
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* Select any of the listed Mailshots and press {{Button|Edit}}.
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*On the window that pops up, click {{KeyPress|Edit the Letter}}
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* Click {{Button|Edit the Letter}}.
  
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*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)
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* 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 text of the letter.
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*Any of the text to the right of the "}" symbol can be edited; eg:
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* Any of the text to the right of the "}" symbol can be edited; eg:
 
**^{M 9,137}Remember to book early to avoid disappointment.
 
**^{M 9,137}Remember to book early to avoid disappointment.
 
*could be changed to:
 
*could be changed to:
 
**^{M 9,137}Remember to book early as we are extremely busy this time of year.
 
**^{M 9,137}Remember to book early as we are extremely busy this time of year.
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*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.
 
  
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*When you have finished editing the letter, click {{KeyPress|File}}->{{KeyPress|Save}} and then click {{KeyPress|File}}->{{KeyPress|Exit}}
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* Please note, any string that begins with an "$" is pulling information from file to print on each individual letter, for example, the customer's name or vehicle make etc. To see a list of available items to go after the "$", please see the Report Generator variables in the {{WS}} area of the knowledge base.
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*Now click{{KeyPress|Accept}} and then click{{KeyPress|Finish Editing}}
 
  
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You are now ready to run your amended Mailshot by pressing{{KeyPress|Start}} and then following the on-screen prompts.
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* When you have finished editing the letter, click {{Button|File}} then click {{Button|Exit}}. Click {{Button|Yes}} to save the changes.
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* Press {{KeyPress|ESC}} then click{{Button|Accept}} and then click {{Button|Finish Editing}}.
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You are now ready to run your amended Mailshot by pressing {{Button|Start}} and then following the on-screen prompts.
  
 
== See Also ==
 
== See Also ==

Revision as of 09:05, 7 April 2009

 This article or section is under development.
Be aware: Content will change as the document progresses.

Summary

This article explains how to edit your Workshop mailshot letters. There are some standard ones issued with the system, but you may wish to modify these to your requirements.

Detailed

Go to "Workshop Management" -> "Workshop Mailshots" and press <Enter> to view the current list of installed Mailshots.

Some examples listed are:

  • 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].
  • 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 text of the letter.
  • Any of the text to the right of the "}" symbol can be edited; eg:
    • ^{M 9,137}Remember to book early to avoid disappointment.
  • could be changed to:
    • ^{M 9,137}Remember to book early as we are extremely busy this time of year.
  • Please note, any string that begins with an "$" is pulling information from file to print on each individual letter, for example, the customer's name or vehicle make etc. To see a list of available items to go after the "$", please see the Report Generator variables in the Workshop area of the knowledge base.
  • When you have finished editing the letter, click [File] then click [Exit]. Click [Yes] to save the changes.
  • Press <Esc> then 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


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Keywords AND Misspellings
mail, shot, mailshot, reminder, remind, mot, Change
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