What would be the best way to send a marketing ema...
# generalj
jen
04/04/2024, 9:55 PMWhat would be the best way to send a marketing email to an alternate email address (a custom field we’ve added to Customer) to all customers with a value in that field?
j
jen
04/04/2024, 9:59 PMSo it has to be done via Workflow as opposed to using the regular Marketing Campaign tool?
jen
04/04/2024, 10:00 PMhm
jen
04/04/2024, 10:00 PMthis WF approach still doesn’t look like it will do what I need
jen
04/04/2024, 10:00 PMRecipient of the campaign email. NetSuite uses the email address of the entity in this field. For example, for Customer, NetSuite emails the campaign event to the customer on the current record.jen
04/04/2024, 10:00 PMI want to send it to a different field, a custom field that we’ve created called
custentity_accounting_emailm
MGBC
04/04/2024, 10:03 PMOh then the regular send email action will do that
j
jen
04/04/2024, 10:11 PM…
jen
04/04/2024, 10:11 PM?how
jen
04/04/2024, 10:11 PMnormally I make a group of contacts via saved search, select that in the marketing campaign and send the templated email there
jen
04/04/2024, 10:12 PMbut that will just send to the
emailjen
04/04/2024, 10:12 PMtalking about this page /app/crm/marketing/campaignlist.nl?Campaign_ISSALESCAMPAIGN=F&whence=
m
MGBC
04/04/2024, 10:13 PMOh sorry. Setup a saved search that has the customers you want to email
Create a workflow based on customer or contact record with your send email action to trigger upon entry
Set the from email and then choose your custom field as the recipient
Add in your email template or custom message
Then use a mass update to trigger the workflow whenever you want
j
jen
04/04/2024, 10:13 PMhm
m
MGBC
04/04/2024, 10:14 PMOr set it up on a schedule
j
jen
04/04/2024, 10:14 PMI don’t think this will have all the tracking we need
jen
04/04/2024, 10:14 PMto register opens/clicks
jen
04/04/2024, 10:16 PMjust to clarify, the field is of type Email and is a field on the Contact
jen
04/04/2024, 10:16 PM(actually on customer records)
jen
04/04/2024, 10:16 PMSo we’d want to send to Customer:Accounting EMail instead of just Customer or Customer:Email
m
MGBC
04/04/2024, 10:18 PMYes in the send email action you can choose what field represents the email to send to
MGBC
04/04/2024, 10:18 PMBut you are right it won’t track clicks, views, etc
j
jen
04/04/2024, 10:19 PMhm
jen
04/04/2024, 10:19 PMok well I’ll see how many customers have an accounting email that we aren’t already sending to another way in the campaign
jen
04/04/2024, 10:19 PM(changing our address and want to send to all vendors/customers and their contacts)
jen
04/04/2024, 10:20 PMThanks!
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