NS User
10/18/2024, 11:17 PMCeligo AI
10/18/2024, 11:17 PMAI generated answer (using internal Slack threads):To send a mass communication email to customers using an email template in NetSuite, you can follow these steps: 1. Create an Email Template: Navigate to
Documents > Templates > Email Templates
and create your email template.
2. Use the Mail Merge Feature: You can use the Mail Merge feature to send emails to a list of customers. This feature allows you to send emails to a large number of recipients at once.
3. Create a Saved Search: You can create a saved search for the customers you want to send the email to.
4. Use the Message Tab: In the saved search, there is a message tab where you can write an email or attach the email template you created.
5. Send the Email: Once you have set up the email and the recipients, you can send the email.
Alternatively, if you are sending to a large list of customers, you can use a marketing campaign. If you are sending to individual customers or a list of customers, you can create a workflow and trigger it using a mass update.
For workflows, you can define the criteria in the mass update to get to your customers. Then use the 'Mark All > Submit' in the Mass Update to check all the boxes and trigger the workflow on just the customers you've selected in the list.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/18/2024, 11:17 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.887253523
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.865338564
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864940584
Celigo AI
10/18/2024, 11:17 PM