Enabling Marketing Email Customization for Non-NetSuite Customers

Requirement

One of our clients, an Australian wholesale business, had a requirement to send marketing emails to non-NetSuite customers.  They wanted Jobin & Jismi to find a solution to send emails to those customers. The wholesale establishment had storage issues and did not want to create lead/prospect/customer records in NetSuite.

Solution

Our experts fulfilled their requirements through a Custom record and a CSV file. This file contains the email ID of the customers in the first column. The other columns contain the promotion list of the three brands.  

The columns update the status of the subscription. We are giving customers an option to unsubscribe from emails. They also have the flexibility to opt-out from individual brand promotions or all promotions together.

The system sends a marketing email to the subscribed customers after fetching details from the CSV file. The system sends the email on the date specified in the custom record.

At the bottom of the page, the user gets to see an option to unsubscribe.

Users have the option to select the email template and content to send to customers. When they click on the button in the mail, users move to a new page. Here, they have the provision to unsubscribe.   

Risk

There were a few challenges during the entire process. The script did not work as expected when the CSV file had improper formatting. The same occurred when there was an error in the column header value or misalignment in the column values.   

The team also faced another challenge while running the scheduled script. If the user updates the CSV file with a new user email address, it does not reflect in the selected email address.

Another issue was the repeated mailing of promotions to the same set of customers.  

Result

Our developers met the requirements successfully. Now, the user can send the marketing emails to the subscribed customers on the specified date.   

The NetSuite user selects the promotion and template design for this.       

Join the growing list of satisfied clients who have experienced the unmatched Netsuite Customization Services of Jobin & Jismi. Contact us at contactus@jobinandjismi.com to schedule a consultation