Bulk Merge – Email

The Email Merge feature in NetSuite lets you send personalized email messages in bulk. When you use this feature, the following actions take place:

• NetSuite generates and sends your merged email message.
• NetSuite automatically deletes duplicate messages to ensure that each email address only receives one copy of the email message.
• Your login email address appears in the From field.
• NetSuite records all messages sent by an email merge operation in Documents > Mail Merge > Merge History.

1. Go to Documents > Mail Merge > Bulk Merge.
2. On the Select Output page, click Email.
3. Click Terms of Service to read the terms of service for bulk email communications sent through NetSuite.
4. Go to the Recipients tab to select your email recipients.
5. Select the type of group you want to email from the Group Type list.
6. Select the group you are emailing from the Group list.
7. Go to the Message tab to create your email message.
8. From the Template list, select the email template you want to use to generate your email.
9. Select -New- to create a new email template.
10. Click Merge & Send.