ANS-0492 · CUSTOMER & CRM RECORDS
Why Are Some Employees Missing from NetSuite Bulk Email Merges?
Enabling NetSuite's Marketing Automation feature is crucial for managing employee global subscription statuses, ensuring all intended recipients are included in bulk email merges.
Short answer
Employees may be missing from bulk email merges because the Marketing Automation feature is not enabled. This feature is required to access and manage the "Global Subscription Status" field on employee records, which defaults to "Soft Opt-Out" upon creation if Marketing Automation is inactive.
Scenario
A NetSuite user is attempting to send bulk email merges to employees but observes that some employees are consistently missing from the recipient list. The user is utilizing the Bulk Merges functionality, which does not inherently require the Marketing Automation feature to be enabled for general use.
Solution
The Marketing Automation feature is required to access and manage the "Global Subscription Status" field on employee records. When Marketing Automation is not enabled, newly created employees default to a "Soft Opt-Out" status, preventing them from receiving bulk emails. To resolve this, enable Marketing Automation to gain access to the Global Subscription field and adjust employee statuses as needed.
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