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Integrate NetSuite Contact or Customer Subscriptions to your Marketing Automation Solution

NetSuite Contact and Customer Subscriptions can be integrated to Drip, Klaviyo, Mailchimp Audiences and Groups, Constant Contact Lists, ActiveCampaign Lists and any of our supported Marketing Automation solutions.

Let's see how that works for all marketing automation solutions we support today.

Each NetSuite Subscription will create a List automatically for Constant Contact, Delivra, VerticalResponse, Klaviyo, Drip, and others. For Mailchimp, an Audience must first be created to tie to the NetSuite Subscription using Groups under each Audience.

Let's take a typical Klaviyo use case and flesh it out below.

Here is a flowchart showing how NetSuite Subscriptions can flow from each Contact or Customer - any status, to Klaviyo. 

NetSuite_to_Klaviyo_Creately.png

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.

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 subscription. 

Optional Feature:

Use a NetSuite Subscription subscription status instead of Global Subscription status.

If you have selected this feature in your integration setup then please note the following.

Note:

The Unsubscribe feature from ​your Marketing Automation software will remove the subscriber from the NetSuite​ specific subscription set up on each Sync Profile to correspond to your List, Audience, or Group. ​

Use Mailchimp Audiences and multiple Group Titles with multiple Groups?

NetSuite_to_Mailchimp_Audiences_Creately__2_.png

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 Sync Profile for each NetSuite Subscription to be managed in this manner.

A Mailchimp Audience needs to be created for each NetSuite Subscription to be managed prior to the setup of the Sync Profile and named in Step 2 of set up.

NetSuite Subscriptions Example:

If you are wanting to sync to multiple Mailchimp Audiences, which is possible using Subscriptions but in a separate Sync Profile using the "Select Specific NetSuite Subscription" feature, so please set up multiple Sync Profiles for this need.

Once this is set up in each Sync Profile 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!

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