ANS-1884 · PRINTING, PDF & EMAIL TEMPLATES

How to Configure Email Notification Templates for NetSuite Online Forms

Learn how to locate and customize email templates for sales representative notifications triggered by online customer forms in NetSuite.

AreaPrinting, PDF & Email TemplatesAudienceMarketing teamDifficultyIntermediate

Short answer

NetSuite email notification templates for online forms are managed under `Documents > Templates > Marketing Templates` or `Setup > Company > System Email Templates`. Customize templates like 'Template for New Leads' or 'Template for Existing Customers'. These are then assigned within the 'Set Up Workflow' subtab of an online customer form, enabling automated sales representative notifications.

Scenario

Organizations utilizing NetSuite online customer forms often need to configure automated email notifications for sales representatives. The challenge lies in identifying the correct location for these email templates and understanding how to associate them with specific online form submissions for new leads or existing customers.

Solution

Email templates for marketing-related notifications, such as those used with online forms, are primarily managed under Documents > Templates > Marketing Templates. System-wide email templates can also be found under Setup > Company > System Email Templates.

To create a new email template, it is recommended to customize an existing standard template. Functional equivalents for sales representative notifications include:nn* Template for New Leadsn* Template for Existing Customers

These templates are then assigned within the configuration of an online customer form. The menu path for online customer forms may vary but typically involves navigating to Setup > Marketing > Online Customer Forms > New (an intermediate step like Setup Tasks may also be present).

Within the online form setup:n

  1. Navigate to the Set Up Workflow subtab.n

  2. Locate the Sales Rep Notification section.n

  3. Check the Send Notification Email box.n

  4. Choose the appropriate template for new leads or existing customers from the available options.

Originally answered August 21, 2017Verified July 5, 2026

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