Setting Email Preferences

The Email Preferences page is where users with the Administrator role can set up global email preferences for their company. Preferences set on these pages affect all users in your NetSuite account. See the following sections for more information:

Note:

Use the Set Up Web Site page to set preferences for sending email from your website. For more information, see Set Website Email Preferences.

To set your email preferences:

  1. Go to Setup > Company > Email > Email Preferences.

  2. Complete the required fields as detailed in the following sections.

  3. Click Save.

General

Field

Description

Global BCC List (Separate Addresses with Commas)

In this field, list email addresses to which you want to send blind copies of outbound email messages, including emailed transaction forms, individually sent email, email merges, campaign email, and system response email.

Separate multiple addresses with commas.

To enter BCC email addresses intended for outbound messages from the Web store, see Set Website Email Preferences.

Global Footer

In this field, enter text to be included at the bottom of each outbound email message, including emailed transaction forms, individually sent email, email merges, campaign email, and system response email.

This text can meet legal requirements and serve as a disclaimer.

Note:

This email uses HTML based on your setting in the Email Using HTML field at Home > Set Preferences on the Transactions subtab under Printing.

To enter content intended for outbound messages from the Web store, see Set Website Email Preferences.

Default Mail Merge Domain

Select the campaign email domain you want selected by default on your email and templates.

A campaign domain is required if you send more than 10,000 bulk email per month.

To create new campaign email domains, go to Commerce > Websites > Website List, click Edit next to your website, and then click the Domains subtab.

Enable Email Alerts for WS and CSV Imports

To improve performance and avoid unnecessary email, by default, saved search email alerts are not sent for updates made by CSV imports or SOAP web services integrations. Check this box to cause email alerts to be sent for CSV imports and SOAP web services integrations.

For more details, see Enabling Saved Search Email Alerts.

Remove Email Addresses From Bounced Email Address list After

Select the number of days delay before email addresses that returned a bounce message are removed from the Bounced Email Address list. Email addresses on this list are not sent email from NetSuite during this period. This includes all types of email, including individual and bulk email messages through mail merge or marketing campaigns.

Transactions

Click the Transactions subtab to set email preferences for your transactions.

Field

Description

Customers Default to Email Transactions

Check this box to deliver customer transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define default on all new customer records you create. Later, you can change the settings on individual customer records as needed by checking or clearing the appropriate boxes.

Vendors Default to Email Transactions

Check this box to deliver vendor transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define default on all new vendor records you create. Later, you can change the settings on individual vendor records as needed by checking or clearing the appropriate boxes.

Send to all Administrators

Check this box to send every employee with the Administrator role a copy of each transaction form emailed to customers or vendors.

Security-sensitive email is always sent to the actual owner of the email address. For example, password reset email does not obey preferences that override routing rules (such as the Send to all Administrators preference).

Examples of security-sensitive email include:

  • Reset Password

  • Change Password

  • Change Email Address

  • Security Questions (Setup or Update)

  • Two-Factor Authentication Setup (one-time password)

CC (Separate Addresses with Commas

In this field, list email addresses to which you want to send copies of emailed transaction forms.

Separate multiple addresses with commas or semicolons.

You can email copies of forms to all Administrators, all Administrators and those you specify in the CC field, or only those you specify in the CC field.

From Address for Emailed Forms

In this field, select the email address to show in the From field of email you send with NetSuite:

  • Company Return Email Address – Email is sent from the address you enter in the Return Email Address field at Setup > Company > Company Information

  • Subsidiary Return Email Address– Email forms generated in NetSuite are sent using the company email address: Setup > Company > Classifications > Subsidiaries > New.

  • User Email Address – Email is sent from the address you enter in the From Email Address field at Home > Set Preferences. If you do not enter an email address here, email is sent from your login email address.

Use Popup for Main Transaction Email Button

Check this box if you want to view and modify the email you send when you click the Email button from a transaction.

With this preference enabled, when you click the Email button on a transaction, an email form opens, allowing you to modify the recipients and email text.

If this preference is disabled, when you click the Email button on a transaction, the transaction email is sent immediately.

CC Customer on All Emails Related to Orders Placed by Contacts

Check this box if you want to send all web store order email messages to:

  • the contact who placed the order, AND

  • the email address defined for the customer

If this box is not checked, all web store order email is sent only to the contact who placed the order. No email is sent to the main customer email address.

Default Email Template

Select an email template to use as the default template for standard transactions. NetSuite’s Standard Transaction Email Template is selected by default.

Templates

Click the Templates subtab to set preferences for your email templates.

Field

Description

Template Folder

In this field, select the File Cabinet folder you want to store your mail templates in by default.

User Access Email Template

In this field, select the template to use when notifying an employee that they have been given access to your account.

To create additional templates to go in this dropdown list, go to Setup > Company > Email > Email System Templates, then click New Template.

Customer Center Email Template

In this field, select the template to use when notifying customers that they have been given access to the Customer Center.

To create additional templates to go in this dropdown list, go to Setup > Company > Email > System Email Templates and click New Template.

Partner Center Email Template

In this field, select the template to use when notifying partners that they have been given access to the Partner Center or Advanced Partner Center.

To create additional templates to go in this dropdown list, go to Setup > Company > Email > System Email Templates, then click New Template.

Webstore Template Folder

Select which File Cabinet folder to store templates used by the Web store for outbound email messages.

Domain Keys

By setting up your domain keys, DKIM headers are applied to outgoing email messages sent from your NetSuite account. This code header contains domain key information to authenticate the email with the receiving server but does not add any text to your messages.

For information on Domain Keys, see DomainKeys Identified Mail (DKIM).

Field

Description

Email Address to Receive Test Response

In this field, enter the email address where you want the results of the Send Test Email to DKIM Reflector to be sent. By default, the field contains the return email address found on the Company Information page.

Domain Selector

In this field, enter where the public key is located in the DNS entry of the domain. Do not include the ._domainkey suffix that you include when setting up your domain with your domain provider. This is the same domain selector you enter when setting up the domain with your domain provider. For example, if you are using GoDaddy.com for your domain hosting, enter the TXT name you entered as the Host in the TXT (Text) section of the Total DNS Control Panel.

Domain Name

In this field, enter the domain name where the public key is stored.

Active

Check this box if the selected domain key is active. Inactive keys are ignored by NetSuite when sending email.

Private Key

In this field, enter the private domain keys used for signing in one of the following ways:

  • Enter them manually.

  • Click the Generate Key Pair button to have NetSuite generate it for you.

Public Key

In this field, enter the public domain keys used for signing in one of the following ways:

  • Enter them manually.

  • Click the Generate Key Pair button to have NetSuite generate it for you.

Generate Key Pair

Click this button to generate your domain keys. After you click this button, the Private Key and Public Key fields display your generated keys.

Generated DNS Entry

After generating or entering your domain keys, click this button to display the complete DNS entry for your domain.

You can paste this DNS entry into the domain settings with your domain provider.

Verify DNS Entry

Click this button to verify the presence of your public key in DNS. The results are shown in a popup window.

For information, see Verify Your DKIM Setup.

Send Test Email to DKIM Reflector

Click this button for a more extensive test of your DKIM setup. NetSuite generates and email using your domain, and sends it to the DKIM reflector. A report is sent to the address shown in the Email Address to Receive Test Response field.

For information, see Verify Your DKIM Setup.

Sandbox and Release Preview Email Preferences

Click the Sandbox and Release Preview Email Preferences tab to set preferences for the routing of email messages from your sandbox and release preview accounts.

Important:

NetSuite recommends choosing the Send Email To option for both the Sandbox and Release Preview accounts.

There are exceptions to the email routing rules you specify. Security-sensitive email will be always sent to the actual owner of the email address. For example, password reset email does not obey preferences that override routing rules.

Examples of security-sensitive email include:

Sandbox and Release Preview subtab with Send Email To options selected.

Option

Description

Send Email To (NetSuite recommends this option.)

Choose this option to ensure email messages are delivered to specific addresses.

  • Enter the email address or email addresses to which to deliver email messages. Separate each email address entered with a comma.

  • Choose this option when testing your web store in your Sandbox or in your Release Preview accounts. This option ensures web store generated email messages are routed to the required recipient.

Send Email to Logged In User

Choose this option to route email messages to the user logged in to the NetSuite UI.

If you select this option, be aware of the following behaviors:

  • Email messages initiated by an error in a scheduled script follow the notification settings in the script record.

  • Email messages generated from web stores will not be sent to the user logged in to the NetSuite UI. For example, an order notification email message would be sent to the shopper’s email address, not the logged in user’s email address. To prevent this, choose the Send Email To option instead.

Do Not Send Emails

Choose this option if you do not want any email messages sent.

Related Topics

NetSuite Company Settings
Configuring Company Information
Set Company Preferences
Renaming Records and Transactions
Set Auto-Generated Numbers
Setting Up States, Provinces, and Counties
Supported Countries
Setting Printing and Fax Preferences
Setting Up Duplicate Detection
NetSuite Account Information
Antivirus Scanning on File Cabinet Files
Using System Alerts
Searching Bulk Processing Jobs
Configuring Administrative Notifications
Managing Plug-ins
NetSuite Service Tiers
SuiteCloud Plus Settings
Setting Up Transactions for NetSuite CRM+
The Setup Page for NetSuite CRM+ Users
Using Telephony Integration

General Notices