{"id":723,"date":"2021-09-02T06:47:41","date_gmt":"2021-09-02T06:47:41","guid":{"rendered":"https:\/\/www.saturotech.com\/blog\/?p=723"},"modified":"2024-03-18T19:34:19","modified_gmt":"2024-03-18T19:34:19","slug":"marketing-campaign-and-marketing-template","status":"publish","type":"post","link":"https:\/\/saturotech.com\/blog\/marketing-campaign-and-marketing-template\/","title":{"rendered":"Marketing Campaign and Marketing Template"},"content":{"rendered":"\n

Marketing Campaign<\/strong> <\/p>\n\n\n\n

Marketing campaigns are organized and strategized efforts to promote a specific company goal, like raising awareness of a new product or capturing customer feedback. <\/p>\n\n\n\n

Marketing campaigns promote products through different types of media, such as television, radio, print, and online platforms. <\/p>\n\n\n\n

NetSuite Marketing Campaign<\/strong> <\/p>\n\n\n\n

NetSuite provides the feature that is Marketing Automation, with this you can design, manage, and implement multi-channel marketing campaigns. <\/p>\n\n\n\n

Each marketing campaign can track individual campaign events in the form of email, direct mail, telephone marketing, print ads, or any channel you use. <\/p>\n\n\n\n

You can also track the revenue and the lead acquisition generated by your marketing campaigns. <\/p>\n\n\n\n

The Company Revenue is tracked through each campaign’s lead. When you link a sales transaction with a lead source, then NetSuite includes that transaction in campaign sales by lead source and sales by keyword reports. <\/p>\n\n\n\n

Leads, prospects, and customers generated by a marketing campaign have the campaign selected in the Lead Source field on their records. With this information, you can track the leads generated by campaigns on lead source analysis and leads by keyword reports. <\/p>\n\n\n\n

NetSuite Marketing Campaign Setup<\/strong> <\/p>\n\n\n\n

NetSuite users can set up a campaign to track any number of advertising and marketing tactics. One of the primary campaigns utilized by NetSuite clients is email. <\/p>\n\n\n\n

An email campaign targets a pre-defined Group of contacts or customers which can be segmented by any number of unique characteristics.\u202f These unique features include Vertical (industry), Subscription, Customer Status (Lead\/Prospect\/Customer), State or Location, and many more. <\/p>\n\n\n\n

Users create Groups manually or with a Saved Search. The email that you will send to any single recipient can also be created manually or you can upload an HTML.\u202f <\/p>\n\n\n\n

Creating a Group<\/strong> <\/p>\n\n\n\n

Create Groups by selecting individual contacts\/firms or by using a Saved Search.\u202f As with many other features in NetSuite, there are a variety of ways to navigate and begin this process.\u202f Depending on your Role, you will likely begin by navigating to either Leads > Relationships > Groups > New or Campaigns > Marketing > Groups > New, List > Relationships > Groups > New.\u202f  From there, you have the option of creating a Group by selecting its members or by using a Saved Search. <\/p>\n\n\n\n

If you choose Static or one of the \u201cSelect \u2026\u201d options, you will select the Group\u2019s members one by one.\u202f This is a good approach if the group only includes a few members and will be static over time. <\/p>\n\n\n\n

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Using a Saved Search allows you to define criteria that will determine the Group\u2019s members.\u202f Here are a few tips for creating Groups using the Search Contacts link: <\/p>\n\n\n\n

Set the Name of the Search at the top of the page so it will help recall the criteria and results. <\/p>\n\n\n\n

Set filters to determine the Group members. <\/p>\n\n\n\n

You\u2019ll generally want to conduct e-mail campaigns to a group of Contacts and use filters to define which Leads\/Prospects\/Customers the Contacts are associated with. You want to create the Group of Contacts from Prospects and Customers that meet some specific criteria depending on the purpose of the campaign. <\/p>\n\n\n\n

Use \u201cCustomer Fields\u201d Stage and Status to limit the group to, for example, Leads \u2013 Live, Customers, Prospects, etc. <\/p>\n\n\n\n

Set a filter for \u201ce-mail is not empty\u201d to ensure all people in the Group have an e-mail address. <\/p>\n\n\n\n

Select \u201cSave & Group\u201d when the filters are complete (this is only saving the Search, not the Group). <\/p>\n\n\n\n

Once the search is saved, you\u2019ll now go to a page to view and save the Group: <\/p>\n\n\n\n

Give this Group a name \u2013 you need to name the Group separately from the Search, although they can be similar. <\/p>\n\n\n\n

If you want to set an e-mail alias for the group, just enter an e-mail address below the Name field. <\/p>\n\n\n\n

Choose the Save button to save the Group. <\/p>\n\n\n\n

Once is saved then Group can be used when creating a campaign and will be shown in the Group drop-down list. <\/p>\n\n\n\n

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Creating an Email Marketing Template<\/strong> <\/p>\n\n\n\n

Email marketing templates are HTML files used to generate campaign emails. You can create these templates in an HTML editor outside of NetSuite, or you can use the Rich Text Editor on the template record. <\/p>\n\n\n\n

If you create your marketing template outside of NetSuite, you must include the following HTML elements in your template: <\/p>\n\n\n\n