Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Workflow Parameters
We would like to create a workflow for a CRM campaign and we have a few (elementary) questions on the states within workflows. We want to have 3 follow-up emails sent to customers who complete a sale in our shopping cart. Once they complete a transaction, they receive their receipt/invoice and then the CRM campaign will begin. It will go something like: first email goes out 1 week after transaction; 2nd email goes out 30 days after transaction; 3rd email goes our 3 months after transaction. So, in order to accomplish this, do we need to create 3 separate workflows?
0