ANS-0923 · CUSTOMER & CRM RECORDS
How to Track Promotion Codes from Online Customer Forms in NetSuite?
Learn how to configure NetSuite to properly associate promotion codes entered on online customer forms with marketing campaigns for effective lead tracking.
Short answer
To track promotion codes from online customer forms in NetSuite, create a new marketing campaign. Add the campaign and promotion code to lines that do not send email. Then, update the online customer forms to utilize this new campaign as the lead source. This configuration enables accurate reporting of lead creation by promotion code.
Scenario
When customers submit an online customer form with a promotion code, NetSuite does not automatically track this code unless it is linked to a marketing campaign. This can lead to difficulties in reporting lead creation and attributing new customers to specific promotional efforts.
Solution
To ensure promotion codes entered on online customer forms are properly tracked and associated with customer records, follow these steps:
Create a new marketing campaign.
Add the campaign and promotion code to lines within the campaign that are configured not to send email.
Create or update the online customer forms to use the newly created campaign as the lead source.By implementing these steps, organizations can effectively report lead creation based on promotion codes, enhancing marketing attribution.
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