NetSuite’s email merge feature allows users to send personalized emails to multiple recipients using templates, saving time and ensuring consistent communication. To create a template, go to Documents > Templates > Email Templates > New. You can design the template using NetSuite’s rich text editor and insert dynamic fields (merge tags) like customer name, transaction date, or company details by clicking the Insert Field button. These fields pull real-time data from NetSuite records, making each email feel personalized. Once saved, the template can be reused for campaigns, reminders, or alerts.
To use the email merge, navigate to Documents > Mail Merge > Merge Email. Select your template, choose a recipient list (such as customers or leads), and define filters if needed. NetSuite will populate each email with the correct information from the selected records. You can preview the emails before sending and track open or click rates if using NetSuite Campaigns. Email merges streamlined communication and is especially useful for marketing, customer follow-ups, and transaction confirmations.