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How To See Your Marketing Metrics In NetSuite

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John Updated

 

Let's discuss how to see Marketing Metrics back in NetSuite. 

How it works:

  • Activate the "Sync Email Marketing Data" in Step 1 of the integration setup.  
  • If this option is checked, email marketing data (Opens, Clicks, Bounces, and URLs Clicked Metrics) will be synced to a custom record in NetSuite.  
  • A Custom Record with the name "(Your Email Marketing Software) Email History" for Contacts and "(Your Email Marketing Software) Emails-Cust" for Customers is created automatically by SyncApps and captures data for 30 days after a campaign is initiated. (Agency and Professional plans can capture data going back months and years if desired)
  • After sending a Campaign to your designated Main List or Audience, SyncApps will automatically synchronize the Marketing Metrics with NetSuite into the Custom Record. 
  • Email Marketing Campaign metrics land on the custom subtab on the NetSuite Customer and Contact records.
  • The NetSuite custom subtab name can be changed to meet your needs in NetSuite.

How to change the NetSuite custom subtab:

First, go to Customization, then select Forms and tap on Entry Forms.

Then locate the Custom Entry Form for the Contacts Subtype used in NetSuite and select edit to ensure it is the preferred option.

Finally, move on to Sublists, where you can find the subtab and make edits. (Same process for Customer/Lead/Prospect Subtype)

SyncApps has a feature that creates a "Custom" subtab for each individual Contact or Customer. This subtab displays the email history of the selected Marketing Automation Software, along with the associated campaigns and metrics. 

By selecting "All Contacts" in the "Records to Sync" field, Email Marketing Data will be automatically synced to the Custom Subtab of any NetSuite Contact or Customer Record.

 

Note: If you select Record Type to Sync, "All Contacts," and need Marketing Metrics back to NetSuite, please also select "Create a Contact" for New Subscriber Object Type so that SyncApps can automatically sync the Metrics back to Contacts.

If this "Sync Email Marketing Data" option is checked in Step 1, Email Marketing data (Opens, Clicks, and URLs Clicked) will be synced to a custom record in NetSuite. 

The URLs Clicked should be visible in the Email Events field as shown below on the Contact custom subtab:

SyncApps will automatically create the custom record and capture data starting with the creation date and on a rolling 30-day basis after a Campaign is initiated.

Email Marketing Campaign metrics land on the custom subtab on the NetSuite Customer/Contact record.

You can change the NetSuite custom subtab name to meet your needs in NetSuite.

If you need Campaign metrics flowing back into NetSuite on a longer rolling basis, contact our 24/7 Support so we can enable it.

Troubleshooting:

If SyncApps logs display Campaigns are synced, but no email history records are created in NetSuite, follow the steps below: 

  • Open menu Setup > Integration > Web Service Process Status
  • Download recent requests and response files. 
  • Please send the request and response files (the latest one) to our 24/7 support team along with your Set Up ID or URL. We're always here to help you make the most of our solution! 

Need some help?

Check out the options below for contacting our Support Team and finding the answers you need to help you with your SyncApps integrations.   

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled.

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