Setting Up Campaign Subscriptions
The first step to manage campaign subscriptions in NetSuite is to set the Unsubscribed to Marketing by Default preference. Go to Setup > Sales & Marketing Automation > Marketing Preferences. This preference determines whether new records are subscribed or unsubscribed, by default. You can set the preference by checking the Unsubscribed to Marketing by Default preference box:
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If you check the preference box, NetSuite automatically assigns new leads, prospects, customers, and other records you create the Soft Opt-Out subscription status by default.
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If you do not check the preference box, NetSuite assigns new records the Soft Opt-In status. Ensure you provide appropriate notice and obtain consent to automatically subscribe new and existing entities to marketing messages.
For more information about global subscription statuses, see Subscription Management.
If you use the Subscription Categories feature, you should next create subscription categories. Categories permit recipients to choose which types of campaign communication they want to receive, rather than being subscribed (or unsubscribed) to all communication. For more information, see Campaign Subscription Categories.
You can also customize the opt-in email message text sent to your email recipients. For more information, see Opt-In Email.
Finally, give your customers the opportunity to subscribe to your marketing campaigns. For more information, see Sending Subscription Messages.