Tom Dalton · Owner · Silver Medal

I didn't see much information there. I did see where someone said "drip marketing is really not feasible in NS". Maybe someone can prove that guy wrong by posting instructions to the drip-marketing usage problem described in my previous post. T

No, we didn't get it working with WorkFlows. We have a new marketing Guru on our team. He is setting it up using mail-chimp with the Cazoomi Syncapp connecting "netSuite saved searches" to mail-chimp groups. -Tom

Can someone post a detailed instructions for setting up a workflow for drip marketing emails? Thanks, Tom PS Voltron: I did watch the vids and looked at the NS help examples. None of them are specifically for Drip marketing emails for inactive customers. I tried using the system with the information available and I'm still…

Does the "NS for dummies" book have a chapter on workflows? Here is another one I want to do. Couldn't the residential flag be exposed to the customer with a workflow? One could add a custom "address type" field and put it in the cart on the page where customers enter their address. Then at some point it sets the NetSuite…

Julie, here is the workflow I was envisioning. It is for winning back inactive customers. I created a saved search for inactive GOOD customers (those with over $3k in sales that made their most recent purchase 400 days ago). I created three email marketing templates for winning their business back. One email would go out…

In case someone wants to fill in the gaps, here is the workflow I was envisioning. It is for winning back inactive customers. I created a saved search for inactive GOOD customers (those with over $3k in sales that made their most recent purchase 400 days ago). I created three email marketing templates for winning their…

Can someone post a detailed instructions for setting up a workflow for drip marketing emails? Thanks, Tom

I'm hoping they devoted a few chapters to workflows in the soon to be released "netSuite for dummies" book. T

The NS help states that Workflows can be bundled and distributed for easy installation. NetSuite, could you create a dozen sample workflows and save them as bundles that NS users can access (and install) for free?? You've done some of this in SuiteSource (Support>NetSuite Account Center>SuiteSource), but they are all four…

Record Type (3rd field in making a new workflow) = Customer ...right? Also, I was looking at a saved search to specify the criteria for the group that gets the email. In the saved search criteria for "customer records", I see "Date of first order" and "Date of first sale". What's the difference? What is a good way to…

How about some drip-marketing examples, like... -Welcome email sent to new customers 3 days after their first order. -"We want you back" email sent after 1 year with no order. -Quote/Estimate follow-up email after two weeks -Lead that didn't convert to customer within 3 days of lead creation ..."Lost Sale" Email T

I still don't get it. ...I'm still missing too much information. Can workflows be included in a bundle? If so, then someone could make a little extra money by selling access to bundles of "canned" workflows. T

Are there any resource that show a number of working workflow examples that users can simply copy and tweak for their use? -Tom