Marketing preference
We can set company marketing preferences at Setup > Marketing > Preferences > Marketing Preferences. The following preferences affect how our company works with marketing campaigns:
- Marketing Template Folder – Choose a file cabinet folder to store our marketing templates.
When we set up Marketing Automation, NetSuite creates the Marketing Templates folder in our File Cabinet.
To create a new folder, go to Documents > File Cabinet. - Default Reply Email Address – Select an email address that appears as the default reply address on email template records.
- Default From Email Address – Select an email address that appears as the default from address on email templates.
Note: We can authorize the use of an email address with our marketing campaigns. Go to Setup > Marketing > Setup Tasks > Email Addresses > New.
- Default Campaign Domain – Select the campaign domain we want to be selected by default on email and marketing templates. We can create new domains at Commerce > Hosting > Domains.
- Default Promotion Code on Sales Transactions – Choose one of the following if we want a default promotion code to appear on sales transactions. Leave this field blank if we do not want to default a coupon code on transactions.
- First Promotion Code Sent – The promotion associated with the first campaign event sent is the default.
- Most Recent Promotion Code Sent – The promotion associated with the most recently sent campaign event is the default.
- First Promotion Code Responded To – The promotion associated with the first campaign event to which the customer responded is the default.
- Most Recent Promotion Code Responded To – The promotion associated with the most recently send campaign event to which the customer responded is the default.
- Based on Lead Source – The promotion associated with the campaign event where the customer’s record has a defined lead source is the default.
- Default Lead Source on Sales Transactions – Choose one of the following if we want a default lead source to appear on sales transactions. Leave this field blank if we do not want to default a lead source on transactions.
- First Campaign Sent – The lead source for the first campaign event sent is the default.
- Most Recent Campaign Sent – The lead source associated with the most recently sent campaign event is the default.
- First Campaign Responded To – The lead source of the campaign event to which the customer first responded is the default.
- Most Recent Campaign Responded To – The lead source of the most recently sent campaign event to which the customer responded is the default.
- Based on Lead Source – The lead source associated with the campaign event where the customer’s record has a defined lead source is the default.
- Unsubscribed to Marketing by Default – Check this box if we want new records assigned the global subscription status Soft Opt-Out, by default.
- Clear this box if we want new records assigned the global subscription status Soft Opt-In, by default.
Note: Keep this box checked until we provide appropriate notice and obtain sufficient consent to automatically subscribe new and existing entities for marketing messages.
- Bulk Keyword Campaign Naming Template – Enter the format we want to use for naming keywords we import into our account.
Note: Use {searchengine} and {keyword} tags if we want this information to show in the title of the keyword campaigns we create.
- Campaign Test Cells – Check this box if we want to divide recipient groups into test cells to help we evaluate the effectiveness of our campaign templates.
- Opt-In Invitation Message – Choose the email template we want to send to customers to invite them to set their subscription preferences.
- Opt-In Confirmation Message – Choose the email template we want to send to customers to let them to confirm their current subscription status. This email provides an opportunity for our customers to reaffirm their interest to receive our email. When we send opt-in confirmation messages, it assures our customers that we are committed to sending only the email they want to receive.
- Default Sales Rep Notification Template for New Lead – Choose the default marketing template for the Notification Template for New Leads field on online customer forms. This template notifies reps when NetSuite creates a new lead, prospect, or customer through an online form.
- Default Sales Rep Notification Template for Existing Customer – Choose the default marketing template for the Notification Template for Existing Customers field on online customer forms. This template notifies reps when one of their existing leads, prospects, or customers updates their information through an online customer form.
We can create new marketing templates at Documents > Templates > Marketing Templates > New. - Unsubscribe Footer Text – Select the font, font size, and text alignment we want applied to the unsubscribe message on our email campaigns and bulk email merge operations.