Tips for Campaigns
Following is information to help you manage two common marketing scenarios: direct mail and imported leads lists.
Direct Mail
To ensure a successful direct mail campaign, the campaign should be recorded on the customer record and on the sales transaction.
When you link a direct mail campaign with revenue, the sales rep must manually select the lead source on the sales transaction. To set a lead source for a lead, prospect, or customer, open the record. In the Lead Source field, select the campaign that brought this customer to your company.
You can use the Mail Merge feature to create personalized mailings and print address labels for the recipients.
Imported Leads Lists
You can import lists of leads using CSV or XML files:
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For CSV imports – In the Lead Source column, paste the name of the campaign you use to track this list of leads.
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For XML imports – Include the leadSourceRef element in the import for each record.
For both types of imports, the lead source must exactly match the name of the campaign record.
If you use default lead sources on sales transactions, you can link the revenue generated by these leads to the campaign. See Tracking Campaign Revenue
To track revenue for imported leads, use the Default Lead Source on Sales Transactions preference. Go to Setup > Marketing > Preferences > Marketing Preferences. In the Default Lead Source on Sales Transactions field, select Based on Lead Source. When sales reps enter transactions for a customer with this lead source, NetSuite defaults the campaign event on the transaction. Now you can track campaign revenue and calculate ROI.
Wolfe Electronics purchases a list of leads from a consulting firm. Before the marketing administrator imports the leads into NetSuite, they create a campaign titled Summer 2019 Fleming Consulting Leads.