Creating Email Campaigns Using the Campaign Assistant

To enter campaign details:

1. In the Primary Information section, enter values for the following fields:

   • Title – Enter a title for this campaign.

     You can enter up to 99 characters in this field.

   • Category – Select a category for this campaign.

     You can create new campaign categories at Setup > Marketing > Campaign Management > Categories > New. For more information, see Campaign Categories.

   • Manager – Select a campaign manager.

     The campaign manager receives confirmation when email campaign events have been sent.

   • Start Date – Enter or select a start date for this campaign.

   • End Date – Enter or select an end date for this campaign.

   • Base Cost – Enter the cost of this campaign apart from the cost of any specific campaign events.

   • Expected Revenue – Enter the amount of revenue you expect this campaign to generate.

   • URL – Enter the campaign landing page or online customer form associated with this campaign.

   • Description – Enter a description for this campaign.

2. In the Related Information section, enter values for the following fields:

   • Vertical – Select a marketing vertical related to this campaign.

     For more information, see Campaign Verticals.

   • Promotion Code – Select a promotion to offer with your campaign.

     You can enable promotion codes at Setup > Company > Enable Features (Administrator). Click the Transactions tab, then check the Promotion Codes box under the Sales subfield.

     You can create new promotion codes at List > Marketing > Promotions > New. For more information, see Promotion Code.

   • Audience Description – Select your audience for this campaign.

   • Offer – Select an offer that you want to associate to this campaign.

     You can create new offers at Setup > Sales > Setup Tasks > CRM Lists > New. For more information, see Campaign Offers.

   • Item – Select the items associated with this marketing campaign.

     You can create new items at Lists > Accounting > Items > New.

3. Click Next to define the target group for this campaign event.

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To create a target group:

1. Choose the type of group you want to create:

   • Static – You need to add specific group members for this type of group. The membership of static groups does not automatically change. However, you can add or remove members at any time. You can add members for static groups in the Group Member section.

   • Dynamic – This type of group automatically updates group membership based on a saved search criteria. You cannot add or remove individual members, but you can change the search criteria.

2. Select the type of members you want to include in this target group from the list.

   Note:

   If you do not use the Partner Relationship Management feature, the Partner member type does not appear in the list. Go to Setup > Company > Enable Features (Administrator) and click the CRM subtab to enable this feature.

3. For a dynamic group, select an existing saved search from the list, or select New to create new search criteria for the target group.

   When you select or create a saved search, the criteria used to filter saved search records displays under the Criteria Details section.

   You can edit an existing saved search’s criteria and save the changes. You can also save the modified saved search as a new saved search.

   Note:

   After you save a new saved search, it is automatically available for selection in the existing saved search list.

4. Click Next to define the target group for this campaign event.

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To create a target group:

1. In the Create Target Group section, enter values for the following fields:

   • Group Name – Enter a name for this target group. You can enter up to 25 characters in this field.

   • Owner – Select the owner of this target group. By default, the person creating the group is the owner.

   • Email – If this group shares an email alias, enter the email address in this field.

   • Comments – Enter a description for the group in this field.

   • Private – Check this box if you want to be the only one to use this group.

   • Restrict To – Select the group that you want to have access to this group.

     For example, you can select a group of marketing reps in this field to make this group available only to those reps.

2. If you created a static target group, in the Group Member section, select the members you would like to add to the target group.

3. Click Add after selecting each member.

   To delete a member, click the x found on the right side.

4. Click Next to select an event template for this campaign.

   Note:

   The target group you created is automatically saved when you click Next. This group is then available for selection in the existing target group list.

To create an event template:

1. Select New from the Template list.

2. In the Create Campaign Email Template section, enter values for the following fields:

   • Name – Enter a name for this template

   • Description – Enter a description for this template.

3. In the Template Information section, enter values for the following fields:

   • Subject – Enter a subject for the email that you send with this template.

   • Create Template From – Select from the following options:

     • File – Select this option if you previously created the template. Select the template file in the list or click New if you have not uploaded your template to the file cabinet.

     • Text Editor – Select this option if you want to compose your template.

   • Private – Check this box if you do not want others to use this template.

   • Restrict To Group – Select the group that can exclusively use the template.

   • From Name – Enter the name that you want to appear in the From field on email messages you send with this template.

   • From Email Address – Select a validated email address to appear in the From field of your marketing email.

   • Reply To Email Address – Select a validated email address where you want to receive responses to your marketing email.

   • Email as Sales Rep – Check this box if you want replies to emails generated by this template sent to the sales representative assigned to customer recipients

     Note:

     Email as Sales Rep overrides the Reply To Email Address setting.

   • Campaign Domain – Select the campaign domain that you want to use for this template.

     For more information, see Campaign Email Domains.

   • Track Outgoing Email – Check this box to track statistics related to how often this email message is opened or clicked.

4. Click Next to enter the event and schedule details for this campaign.

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To enter event and schedule details:

1. In the Event Information section, enter values for the following fields:

   • Title – Enter a title for this campaign event.

   • Cost – Enter the cost incurred by this campaign event.

     If you enter a cost, you can track return on investment (ROI) for the campaign.

2. In the Schedule Information section, enter values for the following fields:

   • Status – Select the status of the campaign event. If you select Execute for an email campaign event, NetSuite sends your email on the date and time you set.

     Note:

     You cannot change the time of day an email campaign executes on the day you schedule it for delivery.

   • Date – Select the date this campaign event will occur.

   • Time – Select the time this campaign event will occur.

3. Click Next to review the details for this Campaign Event.

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