How to Set Up Automated Marketing in NetSuite

Automated Marketing in NetSuite: My Options

Managing marketing campaigns can be costly and labor-intensive. NetSuite makes it simple to automate common marketing processes to save time and money.

With NetSuite, lead nurturing marketing campaigns can be developed to execute automatically at pre-set intervals (example: When an online form is completed or status hasn’t changed from “lead-unqualified” in a set amount of time). In addition, multiple stages can be automated in a customized workflow to ensure successful lead conversions.

Initiate Automated Marketing in NetSuite via a Workflow

To set up a lead nurturing campaign, a simple list would need to be created. A saved search could be used as well. However, campaigns allow for campaign response reporting and tracking of ROI. As an example, we use the following steps to set up an automated response when a Lead is created manually in NetSuite:

Step 1: E-mail Template Setup

(Skip to Step 2 if the Template is already set up in NetSuite)

1. Go to Lists > Marketing > Templates > Marketing Templates > New

2. Click “Campaign”

3. Enter the following information:

   1. Name

   2. Subject

   3. From Name (Marketing Tab)

   4. Reply to E-mail Address (Marketing Tab)

In the “Create Campaign From:” field, you have the following options:

1. File: If you’ve already created an html template, you can upload it here

2. Text Editor: You can create an html template directly in NetSuite

Click “Save”

Step 2: Create Marketing Campaign

1. Go to Lists > Marketing > Marketing Campaigns > New

2. Enter a name

3. Under the “Events” tab, click “Lead Nurturing”

   1. In the dropdown under “Template,” select the created e-mail template from Step 1

*The “Title” field should auto-populate with what’s entered in the “Subject” field in the marketing template

Click “Save”

Step 3: Create Saved Search based on Target Audience

1. Go to Lists > Search > Saved Searches > New

2. Under Type, select Customer

3. Enter a name

4. Check “Public”

5. Enter the following filters:

   1. Lead; Description: “is lead”

   2. Status: Description: “is Lead-Unqualified.”

Click “Save & Run”

Step 4: Create Workflow

1. Go to Setup > Customization > Workflows > New

2. Enter a name

3. Record Type: Customer

4. Subtypes: Lead

5. Select initiation:From the “Saved Search” drop-down, select the Saved Search created in Step 3

   1. Event Based: Execute workflow when an event occurs on an record within the workflow

   2. Check “On Create”

   3. Under Trigger Type, select “After Record Submit”

   4. Under Event Type, Select “Create”

Click “Save”

Step 5: Create New State

1. In the workflow window, select “New State” from the left panel

2. Enter a name

Click “Save”

• Within the newly created State, under “Actions,” click the “New Action” button

• Under Type, select “Send Campaign E-mail”

• In the Trigger On drop-down, select “Entry” (If this is already selected, you may skip this step)

• Under Event Type, select “Create”

• In the Saved Search drop-down, select the saved search created in Step 3

• In the “Campaign Event” drop-down, Select the campaign created in Step 2

Click “Save”

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