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Email Merge

The Email Merge feature in NetSuite allows you to send personalized email messages in bulk.

Before performing an email merge, make sure to complete the following tasks:

  • Create a group that can be selected as the recipient group for bulk email messages.

  • Create an email template record.

CREATING A GROUP

You can create groups by choosing members individually or by using a search of records. To create a group, go to Lists > Relationships > Groups > New.

You can create two types of groups:

  • Dynamic groups – membership changes to include anyone who meets the group’s criteria. This uses a saved search. When a saved search is selected, group members will automatically populate.

  • Static groups – membership does not change. Members can be manually selected, or by a search.

CREATING AN EMAIL TEMPLATE

  • 1

    Go to Documents > Templates > Email Templates > New.

  • 2

    Enter the name, subject and body of the email template.

TO PERFORM AN EMAIL MERGE

  • 1

    Go to Documents > Mail Merge > Bulk Merge.

  • 2

    On the Select Output page, click Email.

  • 3

    Click Terms of Service to read the terms of service for bulk email communications sent through NetSuite.

  • 4

    Go to the Recipients tab to select your email recipients.

  • 5

    Select the type of group you want to email from the Group Type list.

  • 6

    Select the group you are emailing from the Group list.
    A list of recipients appears in the Recipients area. NetSuite lists only those recipients who have not opted out of your marketing campaigns.

  • 7

    Check Opt-Out Override to ignore opt-outs to send critical updates or non-marketing emails. Enter the justification for the opt-out override in the Opt-Out Override Reason textbox.

  • 8

    Go to the Message tab to create your email message.

  • 9

    From the Template list, select the email template you want to use to generate your email..

  • 10

    Check the Update box if you want changes you make to the selected template to be saved to the template file in your file cabinet.

  • 11

    The subject text from the email template record appears in the Subject field by default. Edit this field as required.

  • 12

    The message text from the email template record appears in the Message textbox by default. Edit this textbox as required.

  • 13

    Go to the Attachments tab to send attachments with your email.

  • 14

    Select a file to attach to the email in the Attach File column..

  • 15

    Click Add.

  • 16

    Repeat Steps 14 and 15 for each file you want to attach.

  • 17

    Click Merge & Send.

A note on DomainKeys Identified Mail (DKIM)

https://suiteanswers.custhelp.com/app/answers/detail/a_id/9428

To protect customers from unsolicited email, many ISPs check the domain key used in an email message to determine whether it is spam or not. DomainKeys Identified Mail (DKIM) is a method of digitally signing your email messages to allow authentication.

When sending email from NetSuite, using your own domain key increases campaign delivery rates and help enhance your reputation as a legitimate marketer. Without DKIM, you cannot send more than 10,000 messages in a single email campaign.

When set up, your domain keys will be used to authenticate all email messages sent from NetSuite. For full details see DomainKeys Identified Mail (DKIM)

https://suiteanswers.custhelp.com/app/answers/detail/a_id/84593

Also see Email Best Practices

https://suiteanswers.custhelp.com/app/answers/detail/a_id/9429