ANS-1658 · PRINTING, PDF & EMAIL TEMPLATES
How to Send One-Time Bulk Emails to Customers Using a NetSuite Workflow?
NetSuite workflows can automate the process of sending a single bulk email to a large list of customers defined by a saved search.
Short answer
A one-time scheduled NetSuite workflow can send bulk emails to customers. Configure the workflow with a saved search of target entities and ensure the "Repeat" checkbox is unchecked. The workflow's only action should be an email sent from an employee record, utilizing an email template or custom message.
Scenario
Organizations often need to send a one-time bulk email to a specific list of customers, potentially numbering in the hundreds or more. Manually sending individual emails to such a large recipient list is inefficient and impractical.
Solution
To send a one-time bulk email to a large list of customers in NetSuite, a scheduled workflow can be utilized.
First, ensure a saved search exists that accurately identifies all customers (or other entities like vendors, contacts, or partners) who should receive the email. This saved search will serve as the condition for the workflow.
Create a new scheduled workflow.
Within the workflow definition, ensure the "Repeat" checkbox is unchecked to ensure the email is sent only once. Set the saved search created in step 1 as the workflow's saved search condition.
Add an "Email" action to the workflow.
Configure the email action:The sender must be an employee record.The recipient should be the email address on the entity record.The email content can either leverage an existing email template or a custom message can be directly copied and pasted into the message field.
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