Course Objective

Making the most of marketing automation means using the right tools to successfully attract and keep customers; align marketing and sales processes; prime the sales pipeline with new leads; and gauge the effectiveness of your efforts in real time.

In this comprehensive one-day workshop, you work in a provided NetSuite account while studying how to set up Marketing Automation features and preferences, and then perform day-to-day tasks for creating and managing a multi-channel campaign. A case study provides context and hands-on exercises to simulate real-world tasks, showing you how to design email templates; create online lead generating forms; import leads; identify opportunities with Upsell Manager; and more.

This course is right for you if you...

  • Are responsible for setting up and maintaining NetSuite Marketing Automation
  • Need to create and manage marketing campaigns in NetSuite

Key Tasks Taught: How do I...

  • Configure NetSuite for Marketing Automation?
  • Design email templates and send scheduled email blasts?
  • Create online lead generating forms?
  • Segment customers into target groups?
  • Mine NetSuite data to identify opportunities?
  • Schedule and launch multi-channel campaigns?
  • Create and track keyword campaigns?

Duration: 1 day
Price: $800 USD

View the Course Data Sheet

View the Course Schedule

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CPE credits

CPE credits are available for NetSuite courses.
Check out our CPE list for details.