Saved Search

Hey everyone!

I’ve built out a saved search in order to find customers who have had their delivery within a certain time frame.

The hope is then to send an individual email per line in the saved search.

Does anyone know how to set this up?

Rookie Asked on September 30, 2020 in Saved Searches.
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1 Answer(s)

Hi Larn,

This SuiteAnswers article describe the functionality that is available directly from a Saved Search:
https://netsuite.custhelp.com/app/answers/detail/a_id/8477

Check out the section, “Deriving Recipients from Results” as well as this related article:
https://netsuite.custhelp.com/app/answers/detail/a_id/8472

I think the challenge that you might have is whether you are happy with the format of the e-mail.
An alternative approach that will allow you more flexibility in this regard would be through a Send Email Action on a Scheduled Workflow:
https://netsuite.custhelp.com/app/answers/detail/a_id/11522
https://netsuite.custhelp.com/app/answers/detail/a_id/40554

You should be able to use your existing Saved Search as the filter.

Thanks,

Chris

Intermediate Answered on October 1, 2020.
Hello Chris,

Thank you for your answers basically from the top of your head is there an easy way to send each line as an individual email (not sent to different recipients) they will be all going to the same email, this is used as our outbound calling list

on October 5, 2020.

Hi Larn,

In this case,  specifying Specific Recipients and turning Summarize Scheduled Emails off will achieve what you want.

Take note of the warning on this page though:
https://netsuite.custhelp.com/app/answers/detail/a_id/8488

Thanks,

Chris

on October 6, 2020.

Hello Chris!

Thank you so much for all your help

I’ve finally gotten it

on October 6, 2020.

So i finally been able to set up the individual emails there is currently 619 records but I’m only receving 22 emails. Would you know why?

 

on October 6, 2020.
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