Create a Saved Search Log in as Administrator Navigate to Reports > Saved Searches > All Saved Searches > New Search Type: Click Customer Use specific filters to identify who will receive the bulk email Note: If this is for all customers, you may leave the filter blank in the Criteria tab. Click Save Create a Group Log in as Administrator… Continue reading Essential Steps for Sending a Bulk Merge Email in NetSuite
Tag: Mail Merge
In custom Record Under Mail Merge Subtab Email Button Is Not Visible
In Custom Record to view the email button under mail merge, we need at least view permission for mail merge and at least create permission for Track Message for a specific role.
Depended permission for Mail Merge
To appear mail merge on custom record type , mail merge permission should be enabled on the custom record type. Respective roles should have at least view level permission for Mail merge and Track messages to see mail merge.
Using the Mail Merge Feature in NetSuite for Bulk Email Communication
NetSuite’s Mail Merge feature is a powerful tool to simplify bulk communication with customers. This guide walks you through the prerequisites, steps, and tracking mechanisms for using Mail Merge effectively. Accessing Mail Merge To begin the process, navigate to: Documents > Mail Merge > Bulk Merge Define a Customer Group Create a group of customers… Continue reading Using the Mail Merge Feature in NetSuite for Bulk Email Communication
Mail Merge History
To review the email history, navigate to Documents > Mail Merge > Merge History, where the status of the sent emails can be viewed.
Prerequisites needed for the Mail merge Option in NetSuite
Prerequisites: we need to create a customer group. For this, navigate to List > Relationships > Group > New, select Customers as the group members and Dynamic as group type, and click Continue. On the ‘Create Dynamic customer group’ page, add a group name, select a saved search to define the group members, and ensure… Continue reading Prerequisites needed for the Mail merge Option in NetSuite
Sending Mass Email in NetSuite
In NetSuite, bulk emails can be sent to all active customers using the ‘Mail Merge’ feature. This is ideal for sending common emails, such as updates on current offers or other relevant information. Attachments can also be included in these emails. To enable and properly use the ‘Mail Merge‘ feature, certain configurations and prerequisites must… Continue reading Sending Mass Email in NetSuite
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… Continue reading Solution for Bulk email sending to all active customers in NetSuite.