ANS-0299 · CUSTOMER & CRM RECORDS
How to Send Marketing Campaign Emails to Partially Updated Customer Lists in NetSuite?
NetSuite users seeking to re-engage a subset of customers with updated information must create a new targeted marketing campaign.
Short answer
NetSuite does not natively support sending marketing campaign emails to a partially updated customer list within an existing campaign. To achieve this, users must create a new marketing campaign. This new campaign should utilize a distinct customer group, likely filtered based on system notes, such as updates to the email field, to target the specific subset of customers.
Scenario
A NetSuite user needs to send a marketing campaign email to a customer list that has been partially updated. The challenge lies in targeting only the customers whose information has changed, rather than the entire original list, within an existing marketing campaign.
Solution
NetSuite does not offer an out-of-the-box feature to send marketing campaign emails to a partially updated customer list using an existing campaign. To address this requirement, users must create a new marketing campaign. This new campaign should be configured with a distinct group of customers. This customer group can be effectively filtered using system notes, for instance, by identifying customers where the email field has been updated.
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