Creating a target group for Marketing Campaign
- Go to Lists > Relationships > Groups > New Groups.
- Dynamic groups – Dynamic group membership changes to include anyone who meets the group’s criteria. For example, you can set search criteria to create a group of all employee sales reps. When a new sales rep is hired, the rep automatically becomes a member of this dynamic group. When a sales rep takes a position in another department, that rep is removed from the group automatically. Whenever you use the Mail Merge feature to send bulk email to this dynamic group, NetSuite uses the search criteria to determine the current group members. You can create dynamic groups from new searches or saved searches.
- Static groups – The membership of static groups does not change. You can create static groups by selecting members from lists or with a search. Support and sales groups must be static groups. You can use also CSV Import to create static groups.