NetSuite Contact and Customer Subscriptions can be integrated to Drip, Klaviyo, Mailchimp Audiences and Groups, Constant Contact Lists, ActiveCampaign Lists, and Tags as well as many of our supported Marketing Automation solutions.
Let's see how that works.
Each NetSuite Subscription will create a List automatically for Constant Contact, Delivra, VerticalResponse, Klaviyo, Drip, ActiveCampaign, and others.
Mailchimp is an exception as an Audience will tie to the NetSuite Subscription using Groups under each Audience.
A few fun facts:
NetSuite Subscription(s) to Marketing Automation List(s) work on a one-to-one basis bidirectionally. Permissions for "Setup - Setup Campaigns" are needed on the NetSuite side.
If you need to remove a NetSuite Subscription from the record in Mailchimp under the Group Category then use our Full Sync feature for this use case in tandem with this feature.
Please note that adding a NetSuite permission does not affect a role immediately. It may take up to 24 hours before it is applied.
Unsubscribing from your Marketing Automation solution's List will remove a subscriber from the NetSuite specific subscription.
Use a NetSuite Subscription subscription status instead of Global Subscription status so essentially the feature will update selected Subscriptions, instead of the NetSuite Global Subscription Status, when a Contact unsubscribes from Mailchimp.
If you have selected this feature in Step 1 of your integration setup then please note the following.
The Unsubscribe feature from your Marketing Automation software will remove the subscriber from the NetSuite specific subscription set up on each Set Up to correspond to your List, Audience, or Group without affecting NetSuite's Global Subscription Status.
Use Mailchimp Audiences and multiple Group Categories with multiple Groups
Let's take the case of a Mailchimp Audience with Groups:
By default, when the NetSuite Soft Opt-Out field is checked on a record's Global Subscription Status then when a Mailchimp subscriber unsubscribes from an Audience in Mailchimp this means that if you have multiple Groups under your Mailchimp Audience tied to NetSuite Subscriptions it will affect each.
If however, you need to manage multiple Audiences with multiple Groups tied to multiple NetSuite Subscriptions then please enable the feature in Step 1 on your Integration to allow the NetSuite Subscriptions feature in Step 1 to be your default opt-in/opt-out mechanism.
By default, a NetSuite Subscription marries to a specific Mailchimp Group so when your customers unsubscribe from a Group on the Mailchimp Update Profile Form they will be unchecked on the NetSuite side for that subscription if you have set up a Set Up for each NetSuite Subscription to be managed in this manner.
If you are wanting to sync to multiple Mailchimp Audiences, which is possible using Subscriptions but in a separate Set Up using the "Select Specific NetSuite Subscription" feature, so please set up multiple Set Ups for this need.
Once this is set up in each Set Up then anytime a subscriber in your marketing automation platform like Mailchimp unsubscribes from a Group the NetSuite Subscription will be updated.
If you need to use NetSuite Saved Searches in tandem with this feature to limit your records flowing to your Marketing Automation solution then follow this example for a Mailchimp integration best-practice below:
- One integration will sync the Subscriptions to Mailchimp Groups under each Audience and Global Subscription Status is ignored.
- One integration can use your NetSuite Saved Searches to move records to Mailchimp Groups and Global Subscription Status is observed.
Have any questions on this feature or just need to discuss your requirements? Set up a time with our 24/7 support today!