NetSuite Marketing Template

NetSuite offers various marketing templates to streamline your marketing efforts. These templates can help you create consistent and professional-looking marketing materials. Here’s an overview of the types of marketing templates you might find in NetSuite and how to create them: Types of NetSuite Marketing Templates: Email Templates: These templates are used for creating marketing emails.… Continue reading NetSuite Marketing Template

Email Best Practices – Marketing Automation

Best practice includes the use of industry-standard email authentication through DomainKeys Identified Mail (DKIM) and campaign email domains. Best practice also includes the careful maintenance of recipients lists who have elected to receive your email messages. Both practices work to increase your deliverability, and reduce the incidence of your email messages being reported as spam. … Continue reading Email Best Practices – Marketing Automation

Tracking and Analyzing Online Form Engagement

As your business actively collects leads and customer data through online forms, it’s crucial to gain insights into the effectiveness of these forms. Understanding how often these forms are accessed and completed helps in optimizing lead generation strategies. Additionally, you want to utilize standard reports to analyze the sources of leads coming into your company,… Continue reading Tracking and Analyzing Online Form Engagement

Crafting Your Form’s Look and Feel

As your company aims to optimize its online presence, you recognize the significance of user experience in capturing leads and customer information through online forms. By tailoring the appearance of these forms, you can provide a cohesive and visually appealing interaction that aligns with your brand identity. Whether you’re utilizing NetSuite’s default template or a… Continue reading Crafting Your Form’s Look and Feel

Marketing apps/extensions for SCA websites

Requirement  Is there a marketing app that syncs with NetSuite that we can use that for example uses the products from our website with direct links etc. etc. for buys to be able to click on an email?  We’re looking for something that is integrated saves time and is efficient.  Maybe there’s a program that… Continue reading Marketing apps/extensions for SCA websites

To validate a Campaign email address:

How to validate the Campaign email address ? Go to Setup > Marketing > Setup Tasks > Email Addresses. Click Edit next to the email address you want to validate. In the Authentication Code field, enter the code included in the email NetSuite sent when you saved the record. Click Save. Note: In production account the authorization code will be send… Continue reading To validate a Campaign email address:

To create a campaign email address record:

Creating a campaign email address record for Marketing Campaigns: Go to Setup > Marketing > Setup Tasks > Email Addresses > New. On the Campaign Email Address page, enter the email address you want to use. If you check the Private box, only the person that entered this campaign email address record can: View this email address record… Continue reading To create a campaign email address record:

Create group that excludes Vendor or any such records

Senario There is need to create a group that includes all the recipients except from some of the records(vendors, customer etc) Solution Create a contact saved searches. Navigation List> search> Saved search> New (Contacts) Search Title: Enter Search Title Click Criteria Click Summary Summary Type: Select Group(Include the records that are needed) Click Add Click Save Then create a Dynamic contact group:… Continue reading Create group that excludes Vendor or any such records