Solution for Bulk email sending to all active customers in NetSuite.

The efficient solution for bulk email sending to all active customers in NetSuite is the ‘Mail Merge’ feature. This can be utilized when a common email needs to be sent to all customers, typically containing current offers or other relevant information. In this approach attachment files can also be included with the email.

To access ‘Mail Merge,’ navigate to Documents > Mail Merge > Bulk Merge.

There are some prerequisites:

1. Firstly, we need to define a customer group for this purpose.
2. Additionally, if necessary, create a predefined email template.
3. Ensure that the required PDF for the attachment is uploaded in the file cabinet.

The steps involved in the Mail Merge process are explained with the help of screenshots:

• Use navigation: Documents> Mail Merge> Bulk Merge.

• Click on the Email for sending emails.

• Message Tab.

• Select ‘Customer’ in Group Type below the Recipient tab.
• Select the pre-defined group name form the Group dropdown.
• Now the list of customers will be displayed below.
• The OPT-OUT OVERRIDE checkbox is for including customers whose GLOBAL SUBSCRIPTION STATUS is set to Soft Opt-Out.

• In the ‘Message’ subtab we can provide, Subject and message body.
• If an email template exists, we can select it from the ‘Template’ dropdown. The content of the email will then be based on the content provided in the selected email template.

• For attaching the PDF with the email, select the PDF name from the dropdown. (Prior to this upload the PDF into file cabinet.)
• After attaching the PDF, click on ‘Merge and send’ button. Now the email will be sent to all recipients.
• Then a message will be displayed.

• The sender email id will be the NetSuite user email itself.

Tracking Merge Mail:

1. The details of the sent emails can be viewed in the ‘Send Email List’ (Navigation: Setup > Company > Send Email List).
2. To access email details in the customer record’s communication tab, customization of the form is required, including the addition of a ‘Bulk Merge’ subtab beneath the communication tab. If required, we will enable the ‘Bulk Merge’ in customer form.
3. Alternatively, navigate to Documents > Mail Merge > Merge History to check the status of ‘Bulk Merge’.

Note: To utilize the mail merge functionality, users must have both full permissions for mail merging and the necessary permissions to access customer records.