Difference between revisions of "How do I edit unit sales mailshot letters?"
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Tim Laundon (talk | contribs) (New page: {{Incomplete}} == Summary == From within the Vehicle Sales Menu, there is an option to send various Mailshots to customers. eg, New/Used Thank You Letters etc. These Letters can be edited...) |
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| − | {{ | + | {{HistoricRef}} |
| + | == System Update == | ||
| + | On the latest version of the system this process has been updated to use the Retention Centre. Click [[Getting started - Retention Centre|here]] for more details | ||
| + | |||
== Summary == | == Summary == | ||
| − | + | This article explains how to edit {{VS}} mailshot letters. There will be some standard letters included with the system, but you may want to customise them to your own requirements. | |
| − | == | + | == More Information == |
| − | Go to | + | Go to {{Menu|{{VS}}|Unit Sales Mailshots}} and press {{KeyPress|ENTER}} to view the current list of installed Mailshots. |
Some examples listed are: | Some examples listed are: | ||
| − | *NEW Thank You Letter | + | * NEW Thank You Letter |
| − | *USED Thank You Letter | + | * USED Thank You Letter |
| − | * | + | * Unit Service Reminder |
| − | * | + | * Unit 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 === | ||
| + | * 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 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 {{DataValue|<nowiki>}</nowiki>}} symbol can be edited; eg: | |
| − | |||
| − | |||
| − | *This should open up Notepad and display a series of | ||
| − | *Any of the text to the right of the | ||
**^{M 9,129}Thank you for purchasing your new | **^{M 9,129}Thank you for purchasing your new | ||
*can be changed to: | *can be changed to: | ||
**^{M 9,129}Thank you for purchasing your used | **^{M 9,129}Thank you for purchasing your used | ||
| − | |||
| − | |||
| − | *When you have finished editing the letter, click {{ | + | {{Note|text=Any string that begins with an {{DataValue|$}} is pulling information from file to print on each individual letter, for example, the customer's name or unit make etc. To see a list of the items that can go after the {{DataValue|$}}, please see the Report Generator Variables list under {{VS}} in the knowledge base.}} |
| − | + | ||
| + | * When you have finished editing the letter, click {{Button|File}} then {{Button|Exit}}. Click {{Button|Yes}} to save the changes. | ||
| + | * Press {{KeyPress|ESC}} and click {{Button|Accept}} and then click {{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 | + | == See also == |
| − | *[[ | + | * [[Getting started - Retention Centre]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | {{KB_Tags|mail, shot, letter, mailshot, change}} | |
| + | {{How}}{{KB_VS}}{{ZN_Admin}} | ||
Latest revision as of 05:33, 19 June 2019
Contents
Historic Article
 |
This article has been replaced and is only included in the Knowledge Base for historic reference only. |
- For help on finding out how up to date your Platinum system is, please click here
- If you would like help on updating your current system to the latest version click here.
- If you have any questions on the new update please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
System Update
On the latest version of the system this process has been updated to use the Retention Centre. Click here for more details
Summary
This article explains how to edit Unit Sales mailshot letters. There will be some standard letters included with the system, but you may want to customise them to your own requirements.
More Information
Go to " Unit Sales Unit Sales Mailshots" and press <Enter> to view the current list of installed Mailshots.
Some examples listed are:
- NEW Thank You Letter
- USED Thank You Letter
- Unit Service Reminder
- Unit 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 9,129}Thank you for purchasing your new
- can be changed to:
- ^{M 9,129}Thank you for purchasing your used
 | Any string that begins with an '$' is pulling information from file to print on each individual letter, for example, the customer's name or unit make etc. To see a list of the items that can go after the '$', please see the Report Generator Variables list under Unit Sales in the knowledge base. |
- When you have finished editing the letter, click [File] then [Exit]. Click [Yes] to save the changes.
- Press <Esc> and 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
