Difference between revisions of "How do I edit Workshop mailshot letters?"
From Catalyst
| Line 15: | Line 15: | ||
* Click {{Button|Edit the Letter}}. | * Click {{Button|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 | + | * 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 9,137}Remember to book early to avoid disappointment. | **^{M 9,137}Remember to book early to avoid disappointment. | ||
Revision as of 09:06, 7 April 2009
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 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
- How do I Edit Vehicle Sales 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?
