Initiating Campaign Events

After you create the campaign record, you should immediately set campaign events to execute. This is especially important for email campaigns. When you set an email campaign event status to Execute, NetSuite generates and sends your email messages at the date and time you specify.

To initiate a campaign event:

  1. From the list of campaigns, click Edit next to the campaign you want to execute.

  2. On the Events subtab, click the event you want to execute.

  3. In the Status column, select Execute.

  4. Select the date and time you want NetSuite to send the event.

    Note:

    You cannot change the time of day NetSuite should sent an email campaign event on the day it is scheduled to be sent.

  5. Click Add/Edit.

  6. Click Save.

After an email campaign event is executed, you receive an email notification, and the event status is changed to Sent.

For direct mail events, you can perform a letter merge operation to prepare the letters and mailing labels. After you mail the letters, change the campaign event status to Sent.

Related Topics

Campaign Events
Campaign Channels
Creating a Campaign Record
Sales Campaigns

General Notices