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NetSuite Marketing Automation

Presentation slides available at bottom of post

Our board president, Cory Anderson with AvidMax, will walk us all the way through the Netsuite Marketing Automation system starting with capturing a lead, marketing to leads, and then analyzing a marketing campaign. This meeting will be focused around email marketing but will give a general understanding of Netsuite campaigns that can be applied to other campaign types. Any Netsuite user that would like to understand NetSuite’s powerful marketing functions and how they can put them to use to generate leads, customers, and sales. Only a basic understanding of marketing principles is necessary to be able to use the information presented.

Marketing Automation
-Lead Capture
-Subscription Management
-Preparing Email Campaigns
-Executing Campaigns
-Lead Nurturing Campaigns
-Campaign Analysis
-Alternative Options for Automated Marketing

NetSuite Marketing Automation SetupDownload
2019 NetSuite Marketing Automation Presentation SlidesDownload
Modern online lead form htmlDownload

NetSuite Customization

At this meeting, David Jarrell walks us through NetSuite customization options. Learn how to get the most out of NetSuite by customizing multiple aspects to fit your business needs.

NetSuite Customization Do’s and Dont’s

CUSTOM FIELDS
Do – use unique field script ids (goes for everything with an id)
Do – fill in the Description and Inline Help boxes
Do – use thoughtful field names (consider prefixes like “Matrix-“)

Don’t – make fields applicable to any more records than necessary
Don’t – check the Global Search box unless you really need to
Don’t – use a display type other than Normal unless you know what you’re doing and you’ve tested it. It will bite you.
Don’t – use Mandatory. Use Workflows for that instead. It will bite you.

CUSTOM LISTS
 Do – use a naming scheme for your lists
Do – standardize your list values

CUSTOM RECORDS
 Do – use when you need to approximately 3 or more pieces of data related to a specific record or record type
Do – use when you need to store information with a one-to-many relationship
Do – replace your Excel spreadsheets and Access databases with custom records
Do – use custom records to store information related to NetSuite data
Do – be careful with permissions to your record
Do – enable System Notes

Don’t – make frequent use of “Include Name Field”
Don’t – forget to customize the form for your record if UI access is allowed

CUSTOM CENTERS, TABS, CATEGORIES AND LINKS
 Do – appreciate the amount of effort required for Custom Centers. User profiles and roles will have to be rebuilt.
Do – build one tab at a time and assign it only to yourself while building it.
Do – use tabs to post training content
Do – remember that Links don’t have to link to NetSuite – they can link outside of NetSuite too

NetSuite – Back to Basics

New NetSuite users/admins will find lots of value and even seasoned users should find many pearls in this presentation. Margie Komninos, a 15 year NetSuite user/admin veteran, will take you back to the basics on a whirlwind tour of NetSuite with stops for tips and tricks along the way.

Presentation slides are available below the video.

Back to Basics – Meeting introduction slidesDownload
Back to Basics Main Presentation SlidesDownload