Using Netsuite, I want to use Historical ordering data per customer to automate emails which tell customers about products or promotions
i.e. if the customer has ordered product X in the last 3 months, send them an email that its out of stock, or if they ordered product Y in the last 3 months, also tell them product Y is discounted
Does anyone know the best way to customise an email using data within Netsuite data so they are personalised per customer?
The other option is to send an order confirmation when they place an order with the customised information as part of this confirmation
The logic is simple, I would just like the best advice on implementation
You can write a schedule script that runs on predefined schedule and then pull the customers based on your saved search logic and send mail individually to every customer using nlapiSendEmail()
Related
First of all, I am a beginner in NetSuite, at level 0.1 :D, though I'm not new to programming.
I have to create a scheduled workflow in NetSuite to send emails to abandoned cart owners. I have created the search, I am able to load it in the stage in my workflow, but now... do I need to create another stage to send the email, or I should create an action in the same stage. Of course, I want these emails to be sent individually to every cart owner to remind them about their products not bought yet, so I have to iterate over the loaded search list items.
Can someone to instruct myself about the right way to do this?
Thanks in advance,
Ciprian
I have multiple users in Subscriber list (suppose 10 users) and I want to send email to only one user from that list. I cannot create one list per user as I will need to generate report also. So how can I achieve this without making any changes in their core code.
Thanks
I have a requirement to send an email to a group of people. However I do not want to send any mail if there are no records matching my criteria. Currently I am using Time based workflow to send the emails. But the problem is it sends an email with zero records as well. I want to make the workflow intelligent enough. I am looking for some option which uses configuration and not programmatically.
Have a roll up summary that counts total of top priority cases.
Use that roll-up summary field in your workflow entry criteria.
I have used 2 workflow rules to achieve this requirement.
1. Time-Dependent WF Rule to update certain fields in contact which will be used to save the run time for the next email.
2. WF Rule with immediate actions which read a particular field value updated by the Time-Dependent WF Rule for a certain contact and triggers an Email Alert picking the Case Template.
I also use the Update event on the Contact Trigger to update the check box on Contact.
How can we send a email to the user reminding them that some products are available in their wishlist?
I have seen this functionality on many sites and I wish someone would have Implemented it by now.
There should be a way to Do this program way.
Also There is no way available in magento to see wishlist report,like which item is most available in wishlist or top 5 wishlist products.Is there a way to Implement Both the things
Thanks in advance
Unfortunately there is no out of the box solution for both of your issues.
There does exist a $14.99 module that will give you more insight on wishlisted items and the relative customers: http://www.magentocommerce.com/magento-connect/admin-global-customer-wishlist-viewer.html
As for sending emails to those customers, this type of functionality exists in Magento Enterprise Edition. You have the ability to automatically send emails to customers with wishlisted items - unless you are willing to shell out $15,000 for the enterprise version, you are a bit out of luck here.
You can either utilize a email blast service like MailChimp which integrates directly into magento to send focused email blasts OR do some custom development work.
You can do this with MageMail. (Full disclosure: I'm the founder of MageMail).
In case you're looking to build this custom, you basically just want to pull in the wishlist_item table and join on the customer table to get the customer associated with the wishlist item.
One gotcha to keep in mind is that all of the wishlist items are included in the same wishlist, regardless of when they were added (they're not like quotes in that regard). So if you're building this custom, you'll want to make sure to build it in such a way that it will follow-up based on the date the wishlist item was added and not the date of the wishlist record itself.
I think that Enterprise has support for multiple wishlists but I haven't seen it in use much in the wild.
I think you can do exactly what you need the following way:
1. Segment your customers according to their wishlist records with Market Segmentation Suite extension. You can put users with particular wishlist item into a group or form a customer group of all users with non-empty wishlists. You can then export those segmented lists for future use.
2. Follow up your customers according to segmented lists you made with emails tailored to specific customer groups with Follow Up Email.
As for wishlist reports you can track which products have been added to customers’ wishlists, when the product has been added, how many days this item is in the wishlist with Advanced reports unit named Users Wishlists by aheadWorks.
So, these are 3 different extensions, but they definitely cope with the task you describe.
I need to create a multilevel Approval Workflow for following scenario:
Workflow starts once item is created employee (Say in a ProductList) for certain Amount.
Manager Approves the workflow.
If Amount is < $5000, email goes to Employee as approved.
If Amount is > $5000, further approval is required. Item goes for further approval to VP and then CEO.
I am getting many examples on workflow, most of the examples are sending just an email based on condition. I need sending for further approval based on condition.
Create a list with the following columns
a. Product Name (Text box)
b. Price(Text box)
c. Mgr approval (choice)
d. Final approval(Choice)
Hide column c & d using JavaScript when user enter the value
a Create a workflow in item created for sending mail to manager
Show the column c using JavaScript or the manager
Create another workflow for send mail to final approval on item edited event after checking following conditions
a. Amount >5000
b. Mgrapproval (c) status is approved
Show the column d using JavaScript for the final approval
You can use simple JavaScript if the mgrapprover and final approver does not change. If these values are dynamic it is better to create a webpart for generating JavaScript by checking the login user group.
I would do the following:
Create a list with your approval items in it
Create an approval request as you have done
Check whether the amount >= 5000
If it is ask for approval from the VP and CEO (follow the same steps as you do for step 1 but this time using VP and CEO prefixes for your variables and collection tasks).
If possible, I'd also reference external lists for the amount to check at, and for the VP and CEO names - so that you dont have to redeploy the workflows when the amount changes or the VP/CEO change.
Theres a good write up of a similar multiple approval SP workflow scenario here
As an Aside, you might not want to send the emails with the task url, I'd suggest coding the actual edit page urls into the email so that users (i.e. Managers, VP and CEO) dont have to view the task, then click edit item, then approve, by viewing the Edit screen you can get the url and input your Workflow TaskItemID into the url directly which will give the end user a better overall experience. Only one button click to approve/reject instead of multiple clicks to just get to the screen.
I did this kind of thing by having a workflow like yours on the first list and when a certain condition is fullfilled(like >5000$), I move the item in another list where another workflow process it for approval like you need to. It may seem like your multiplicating workflow, but I usually prefer to have more pretty simple workflow than one workflow that does a lot of things.