Setup Marketing Email Campaigns

Owned by Trisha Companero (Unlicensed)
Jun 16, 2014

What you will need:

  •  Email Marketing Template
  • Group/Target List
    • Saved search
  • Marketing Campaign 

Step-by-step guide

 

  1. Create Email Marketing Template

    1. Create your own HTML file or build inside NetSuite
    2. Documents > Templates > Email Templates > New
  2. Create Saved search
    1. Reports > New Search
    2. Search Type = Constituent
       
  3. Create Target Group
    1. List > Relationships > Groups > New
    2. Dynamic vs. Static Groups
    3. Enter Saved Search Name
  4.  Create Marketing Campaign
    1. Marketing Template vs. Marketing Campaign
    2. Lists > Marketing > Marketing Campaigns > New
    3. Insert Target Group
    4. Insert Email Template
    5. Set Status = Planning
       
  5. Launch
    1. Set Status = Execute
    2. You cannot edit Marketing Campaign if it is set to 'Execute' that day
    3. Allow campaign to launch over the next few hours
    4. View Statistics and Event Responses