Setup Marketing Email Campaigns
What you will need:
- Email Marketing Template
- Group/Target List
- Saved search
- Marketing Campaign
Step-by-step guide
Create Email Marketing Template
- Create your own HTML file or build inside NetSuite
- Documents > Templates > Email Templates > New
- Create Saved search
- Reports > New Search
- Search Type = Constituent
- Create Target Group
- List > Relationships > Groups > New
- Dynamic vs. Static Groups
- Enter Saved Search Name
- Create Marketing Campaign
- Marketing Template vs. Marketing Campaign
- Lists > Marketing > Marketing Campaigns > New
- Insert Target Group
- Insert Email Template
- Set Status = Planning
- Launch
- Set Status = Execute
- You cannot edit Marketing Campaign if it is set to 'Execute' that day
- Allow campaign to launch over the next few hours
- View Statistics and Event Responses
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