Email merge lets you send personalized email in bulk (including groups containing up to 4000 members) to those you do business with.
Before performing an email merge make sure you have:
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Read and understood the Terms of Service. For more information on how you can optimize your bulk email operations, see Email Best Practices.
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Created a group record for the recipients of your email. Please see How to Create Group
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Prepared an email template via Documents > Templates > Email Templates.
For more information on creating email templates, see Email Marketing Templates.
Your merged email messages are generated and sent by NetSuite. NetSuite automatically deletes duplicate messages to ensure that each email address only receives one copy of the email message. Your login email address appears in the From address field.
To perform an email merge:
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Go to Documents > Mail Merge > Bulk Merge.
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On the Select Output page, click Email.
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On the Recipients subtab in the Group Type field, select the kind of group that is receiving the email.
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In the Group field, select the group you are sending email to.
You can create new groups at Lists > Relationships > Groups > New (Administrator).
A list of recipients appears on the Recipients subtab. Only recipients who have not unsubscribed to your marketing campaigns are shown.
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Click the Message subtab.
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In the Template field, select the email template you want to use to generate the email.
Select -New- in the Template field or click the New icon to create a new email template record.
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Check the Update box to save changes you make to the message in the template file.
The subject entered on the email template record appears in the Subject field by default. You can edit the subject for the merge.
The message text from the template appears in the Message field. You can edit this message for this merge.
If you checked the Update box, the changes you make are saved to the template file in your file cabinet.
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If you want to send attachments with your email, click the Attachments subtab.
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Check the Zip Attachments box if you want attachments compressed in a ZIP file.
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If you want to attach a Microsoft Word document to the email messages, select the letter template you want to use in the Attach Document Template.
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If you are sending this email to customers, check the Include Statement box to include statements as attachments.
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If you choose to include statements, in the Statement Date field, enter the date for the generated statements.
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If you choose to include statements, in the Start Date field, enter a date here to specify the date of the oldest transaction that appears on the statement. If you choose not to enter a date here, all transactions in the customer's history appear on the statement.
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If you choose to include statements, select the format for the statements in the Type field. Selecting Default From Customer uses the email preference from each customer's record. Selecting Default uses HTML if you have the Email Using HTML box checked at Home > Set Preferences > Transactions. If this box is clear, PDF is the default.
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If you choose to include statements, check the Show Only Open Transactions box to include only open transactions on the statement. If you have entered a start date, open transactions from that start date appear. If you have not entered a start date, all open transactions appear.
This option is unchecked by default.
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Check the Consolidated Statement box if you want to apply payments, deposits, and credit only the through the top level customer in a customer-subcustomer hierarchy. Keep this box clear if you want to be able to apply payments, deposits, and credits to any open invoice entered for any customer or subcustomer in a customer hierarchy.
This preference is available only if you have enabled the Consolidated Payments feature.
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Select a file to attach to the email in the Attach File column.
Attachments cannot exceed 5MB in size.
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Click Add.
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Repeat these steps for each file you want to attach.
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Click Merge & Send.