How to Use Workshop Marketing
Contents
Historic Article
 |
This article has been replaced and is only included in the Knowledge Base for historic reference only. |
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Summary
This article explains how to produce the most popular types of reports and mailings such as MOT or Service reminders.
More Information
Go to " Workshop Marketing".
- You will see all the reports available to you.
- Select the type of report you require e.g. service reminder.
- You will see all the types of output available from the marketing system.
List SMS Listing Email Listing Letters Letters + Labels Labels Only Export List
 | All reports include a filter that looks for the attribute in the "Bulk Messaging" section of an account called "Message Exclusion" or a feature on a vehicle called "Message Exclusion". If either of these are applied, then the customer or vehicle will not appear on any of the above reports. |
List
This option produces an onscreen list of all customers that fall into the range you entered.
Here is an example of the output:
MOT Due Stk No Reg No Customer Name Contact Number Mobile Number Email 12/09/2009 90015654 RG51RVG Mr John Smith 0111 2123456 07777 456987 ilikeale@hotmail.com
| There is also a total number of customers at the bottom of the list which can be helpful to find out, for example, the number of envelopes you will need. |
SMS Listing
This option produces a file called 'SMS.TXT' in '<Platinum Installation Drive>sx\Sxco??'. This is used in conjunction with the bulk messaging feature of the system (referred to in the "See also" section of this article and here) to allow you to send a single text message to a specific list of people.
Email Listing
This option produces a file called 'EMAIL.TXT' in '<Platinum Installation Drive>sx\Sxco??'. This is used in conjunction with the bulk messaging feature of the system (referred to in the "See also" section of this article and here) to allow you to send a single email to a specific list of people.
Letters
This option produces a letter for all customers that fall into the date range supplied. The Letter output is as follows:
<CUSTOMER ADDRESS LINE 1>
<CUSTOMER ADDRESS LINE 2>
<CUSTOMER ADDRESS LINE 3>
<CUSTOMER ADDRESS LINE 4>
<CUSTOMER ADDRESS LINE 5>
<CUSTOMER ADDRESS LINE 6>
<TODAYS DATE>
REMINDER
Dear <CUSTOMER NAME>
RE: Vehicle Reg. No : <VEHICLE REG>
Your Vehicle Ref No : <VEHICLE STOCK NO>
MOT Due Date : <MOT DUE DATE>
According to our records, your vehicle is shortly due for its annual MOT inspection.
Should you like us to carryout your next MOT, please contact our highly experienced
service team on the number above to arrange a time and date that you will find convenient.
Remember to book early to avoid disappointment.
Our fully equipped workshop and skilled technicians are prepared for all your MOT and
servicing needs.
We look forward to hearing from you.
With kind regards,
Yours sincerely,
<NAME OF SERVICE MANAGER>
On behalf of <COMPANY NAME>
Letters + Labels
This option produces the same letter as above for all customers that fall into the date range supplied, but also prints an address label for each letter to your dedicated label printer.
Labels Only
This option produces labels for all customers that fall into the date range supplied. This is good if you have pre-printed materials that you need to to post.
Export List
This option produces a text file that is Semicolon separated '.TXT' for use in Excel. This automatically appears on the screen in the program that opens '.TXT' files on your machine. Once the report is finished, this can be saved by going to " File Save As"" then saving the file to a location of your choice.
Here is a listing of the information included:
COLUMNS EXAMPLE RESULTS Acc Code CON001 Acc Name Mr John Smith Address Line 1 1 Ale Avenue Address Line 2 Alesworth Address Line 3 Worthington Address Line 4 WT1 7DQ Address Line 5 Postcode WT1 7DQ Tel No 0111 2123456 Mob No 07777 456987 Email ilikeale@hotmail.com Veh Ref 90015654 Reg RG51RVG MOT Due 12/09/2009
Opening the File in Excel
- Open Excel.
- Go to " File Open".
- Browse to the Location of your saved file in the above step.
- Change " Files of Type" to 'All Files'.
- Left Click e.g. 'STPROEXP.TXT'.
- This will open the 'Text Import Wizard Step 1 of 3' box.
- Select 'Delimited' and click [Next].
| At this point you will see the the data split into the appropriate columns in the preview section in the lower part of the window. |
- Un-tick [Tab] and tick [Semicolon] by left clicking and click "Next".
- Highlight each field in turn by clicking each column in the preview section in the lower part of the window and make sure each field is marked as 'Text' in the 'Column Data Format' section.
- Click 'Finish'.
This will show the data in Excel split into the appropriate columns. Go to " File Save As" and save with an appropriate name and change the "Save As File Type" to 'Microsoft Office Excel Workbook (.XLS)' and save to a location of your choice. You can then use this file with a word processor to merge this data onto a form letter.
See also
