How to Set Up Marketing Campaigns in NetSuite

Do you know how to create a marketing campaign in NetSuite? Using NetSuite for marketing campaigns ensures that your marketing efforts always stay connected to every other aspect of your business. As a result, you can see the direct impact of your marketing efforts on transaction revenue.

But setting up a marketing campaign in NetSuite can be a complicated and multi-faceted process. If you’re wonder things like . . .

How do I set my marketing preferences?
How do I create a marketing campaign record?
How do I interpret marketing campaign metrics?
Which reports should I use to understand the impact of my marketing campaigns on things like sales or lead generation?

. . . then you’ve come to the right place! Find answers to all these questions (and more!) in this brief video on marketing campaigns in NetSuite.

Chapters:
00:00 Marketing campaigns in NetSuite
00:28 How to set marketing preferences in NetSuite
01:04 Creating a marketing campaign record in NetSuite
01:32 How to create campaign categories in NetSuite
01:50 How to create campaign verticals in NetSuite
02:00 How to create campaign audiences in NetSuite
02:21 How to create campaign offers in NetSuite
02:32 How to create promotion codes in NetSuite
02:45 Marketing campaign events in NetSuite
02:56 How to create a marketing campaign email template
03:26 Settings for a marketing campaign email event
03:53 Lead nurturing campaigns in NetSuite
04:14 Direct mail event type in NetSuite
04:30 Campaign metrics in NetSuite
04:45 Reports about the return on investment
05:20 Reports about lead sources
05:50 Reports about campaign responses

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