Is there any way to incorporate 'Tags' with individual customers? I would like to categorize my customers based on specifics, so I can better market to individuals due to the 'Tag' I give them. Ex.) Customer showed interest in a certain product, so I tag them with that product name so I can later send out an email campaign to ONLY the people that showed interest in that product. (I hope that makes sense)
Yeah absolutely. There are a few different ways you could do that. You could add a custom field to customer records that allows you to tag them that way (and then use that field as part of the filter for email campaigns), or even create a custom segment for customer types.
Whew, that's pretty specific. I won't say no, but I certainly wouldn't hold my breath waiting for that video to come along. Any skilled Administrator who knows customization should be able to handle it pretty easily. If you don't have that, you may want to look at signing on with a good 3rd party support team (NOT Netsuite's support).
Is there any way to incorporate 'Tags' with individual customers? I would like to categorize my customers based on specifics, so I can better market to individuals due to the 'Tag' I give them. Ex.) Customer showed interest in a certain product, so I tag them with that product name so I can later send out an email campaign to ONLY the people that showed interest in that product. (I hope that makes sense)
Yeah absolutely. There are a few different ways you could do that. You could add a custom field to customer records that allows you to tag them that way (and then use that field as part of the filter for email campaigns), or even create a custom segment for customer types.
@@SuiteCris Thank you for that. Would you be able to make a video strictly walking through that process?
Unfortunately, it seems like nobody has made a video on this feature.
Whew, that's pretty specific. I won't say no, but I certainly wouldn't hold my breath waiting for that video to come along. Any skilled Administrator who knows customization should be able to handle it pretty easily. If you don't have that, you may want to look at signing on with a good 3rd party support team (NOT Netsuite's support).
Very informative! Thanks a ton.
No problem!
Superb video Cris 😀
Thanks Anand!
super bro
Thanks