Using Email Templates in NetSuite

Ron Danenberg02:22

🚨 Problem: Sending consistent and personalized emails manually can be time-consuming and prone to errors. Email templates in NetSuite streamline communication by providing pre-designed structures for various purposes.

Please note that Kolleno offers a more comprehensive email templates management connected to NetSuite.

What Are Email Templates?

  • Definition: Pre-designed structures for emails, making communications easier and more consistent.
  • Uses: Automated order confirmations, payment reminders, marketing emails, and more.
  • Benefits: Save time, ensure message consistency, and allow for easy customization.

Steps to Create an Email Template

  1. Navigate to Email Templates:
    • 📂 Go to: Documents > Templates > Email Templates > New.
  2. Enter Basic Information:
    • 🏷️ Name: Enter a name for the template, e.g., “My First Template.”
    • 📝 Description: (Optional) Add a description to remember the template’s purpose.
  3. Create Email Content:
    • 📧 Subject: Enter the subject of the email, e.g., “Important Email.”
    • 🖋️ Body: Use the text editor to write the email content, e.g., “Please respond as soon as possible regarding your balance of.”
  4. Insert Dynamic Fields:
    • Dynamic Fields: Use these to personalize emails with customer-specific information.
    • 🔄 Example: To insert the customer’s balance, go to Field Types > Customers > Insert Field > Balance.
    • The placeholder for the balance will automatically be replaced with the actual balance when the email is sent.
  5. Customize Email Format:
    • 🖌️ Use the rich text editor options to format the email content (bold, italics, colors, etc.).
  6. Save the Template:
    • 💾 Click “Save” to finalize the template.

Using the Template

  • Application: Your new template is now ready to use in workflows, email campaigns, or manual emails.
  • Personalization: The dynamic fields ensure that each email is personalized while maintaining a professional look.

Example Email Template

  • Name: My First Template
  • Description: Template for balance reminder emails.
  • Subject: Important Email
  • Body: Please respond as soon as possible regarding your balance of {balance}.

Final Thoughts

Creating email templates in NetSuite simplifies communication with customers and vendors, ensuring consistency and professionalism. By following these steps, you can efficiently manage your email correspondence and enhance your business processes.

For more advanced options in customer communication, consider exploring Kolleno. If you found this video helpful, please give it a thumbs up and subscribe for more tutorials. Thank you for watching! 👋