Step 3 Create the Workflow and Set the Schedule

Create a workflow for the Customer record and set a daily schedule for the workflow. You create a single state with a Send Email action and a Set Field Value action for the Email Scheduled field on the Customer record. After you create the workflow, NetSuite runs the saved search a day at midnight and identifies customers who placed their first Sales Order that day. After three days, the workflow sends the welcome email to those customers.

To create the workflow and workflow actions:

1. Go to Customization > Workflows > Workflow > New.

2. On the New Workflow page, enter the following properties:

   Section	Property Name	Value
   Basic Information	Name	Send Welcome Email
   	Record Type	Customer
   	Sub Types	Customer
   	Release Status	Released
   Initiation	Scheduled	checked
   Schedule	Saved Search	Customers with Sales Order
   	Repeat	check
   	Frequency	Daily

   By default, on the Daily schedule, NetSuite runs the saved search every calendar day at midnight.

3. Click Save.

4. Select the state in the diagrammer and click the Edit icon on the State tab in the context panel.

5. In the Name field, enter Welcome Email.

6. Click Save.

7. To create the Send Email action:

   1. Select the Welcome Email state in the diagrammer.

   2. Click New Action on the State tab the context panel.

   3. Click the Send Email in the New Action window.

   4. In the Trigger On field, select Scheduled.

   5. Enter the following properties:

      Section	Property	Value
      Schedule	Delay	3
      	Unit	Day
      Sender	Specific Sender	Select a sender.
      Recipient	From Field	Record: Current Record Field: Customer
      Content	Use Template	Select a template from the Template dropdown list.

   6. Accept the default values for the other properties and click Save.

8. To create a Set Field Value action to set the value of the Email Scheduled field on the Customer record to true, complete the following steps:

   1. Select the Welcome Email state in the diagrammer.

   2. Click New Action on the State tab the context panel.

   3. Click Set Field Value in the New Action window.

   4. In the Parameters section, select Email Scheduled in the Field dropdown list.

   5. In the Value section, select Static Value and enable Checked.

   6. Accept the default values for the other properties and click Save.

For testing purposes, you can set the Delay on the Send Email action to a smaller time period and use a test email address to verify the email content before you send the email to customers. For more information, see Testing Scheduled Actions and Transitions and Testing a Send Email Action.

Related Topics

Welcome Email Sent to Customers Three Days After First Order Workflow

Step 1 Create the Custom Field for the Customer Record

Step 2 Create the Saved Search

General Notices