Enabling Marketing Email Customization for Non-NetSuite Customers
Imagine running a wholesale business where your marketing strategy requires reaching customers far and wide. However, creating additional records for these contacts in NetSuite isn't an option due to storage constraints. How do you still deliver targeted promotions efficiently? Let’s explore how we helped one of our clients solve this challenge with a customized NetSuite solution.
Client Portfolio
One of our clients is an Australian wholesale business that needed an efficient way to send marketing emails to customers who were not listed in NetSuite.
They required a solution that would allow them to reach non-NetSuite customers without creating additional lead, prospect, or customer records in their NetSuite system due to storage constraints.
Problem Statement
Our client faced a challenge in sending marketing emails to non-NetSuite customers without overloading their system with unnecessary records. They needed a solution that would allow them to manage email subscriptions and promotions efficiently, without creating new customer records in NetSuite.
Additionally, the client wanted to ensure customers had the option to unsubscribe from promotional emails.
What We Suggested
To address the client’s requirements, our experts proposed a solution using a custom record in NetSuite paired with a CSV file.
This CSV file contained customer email addresses in the first column. The subsequent columns contained the promotion list for three different brands.
The solution also included the option for updating subscription statuses in the columns. This allows the customers to unsubscribe from specific brands or all promotions.
The system was designed to send marketing emails to subscribed customers by fetching details from the CSV file. Emails were sent on the dates specified in the custom record.
Additionally, users had the option to choose the email template and content, ensuring flexibility and customization.
At the bottom of the page, the user gets to see an option to unsubscribe. When they click on the button in the mail, users move to a new page. Here, they have the provision to unsubscribe.
Challenges
During the implementation process, the team encountered several challenges. The script failed when the CSV file was improperly formatted. The same issue occurred when there were errors in column header values, or misalignment in the column data.
Another issue arose when running the scheduled script. When the CSV files were updated with new email addresses, it was not always reflected in the selected email addresses.
Lastly, there was a challenge in preventing the repeated mailing of promotions to the same customers.
Customer Success
Despite the challenges, our developers successfully met the client’s requirements.
The implemented solution allowed the client to send marketing emails to subscribed customers on the specified dates without needing to create new records in NetSuite. The NetSuite user is now able to select the promotion and template design for this.
The system also ensured that customers could easily unsubscribe from promotions, improving customer satisfaction and compliance with marketing regulations.
Way Forward
With this solution, the client can now efficiently manage and execute their marketing campaigns without burdening their NetSuite system. The streamlined process of sending targeted promotional emails has enhanced their marketing capabilities and customer engagement.
If your business faces similar challenges with email marketing and NetSuite integration, Jobin & Jismi’s expert team is ready to assist. Contact us today to explore how our tailored NetSuite solutions can enhance your business operations and improve customer satisfaction!
