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Drip Marketing

edited Dec 2, 2019 3:42PM in SuiteCloud / Customization 9 comments

Hi All,

Typical scenario here, NetSuite have shown my MD that drip marketing is possible via workflows and now I have a deadline of 5th September to have this working :mad: ... I just wanted to bounce an idea to make sure I'm doing this right, as so far nothing has happened!!!

Background & Brief:

Trial account is initiated and the pilot progress field will be changed to "In Progress" - send mail one.There after every 3 days send mail two, three, four etc.

Now let me explain what I have done...:rolleyes:

New workflow > new state "Sign up" which if pilot status says "in progress" send mail > new transition to new state "3 days in" send "mail one" if within criteria same as before so on and so on....

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