[jsw18]

Hi, I’m trying to set up a CRM that runs daily, which is run by a saved search/dynamic group that pulls certain customers from a chosen criteria (there won’t be too many less then 100).

I can’t seem to get this to run each day without having to type each line with the on going days (nightmare!!!), surely there must be somewhere that Netuite can run it each day if you tell it to run daily? Only trouble is I can’t seem to find that function anywhere.

Any advise most welcome

Jane
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[jsw18]

Does no-one have any ideas? Please

[AmyExo]

Not clear on why you have to type in the days- if its a saved search just schedule it to run daily under the email tab.

[jsw18]

Hi,

The email that would be sent out would exceed the number of characters if trying to send via saved search.

We are also doing some marketing A/B testing of copy to see which one customers respond to more so would need the statistical information you get from a marketing CRM,

So basically my save search picks customers that purchased lets say 4 weeks ago, we send them an email/crm to give them information and encouragement to continue with a course of our product, the would get another one 8 weeks after 1st purchase and so on. So need it to run every day to capture those people and hence send a message to those that fall into that field, they may not be many but would like it to run daily.

Hope my explanation is clearer.

I also think I’ve posted this in the wrong place so apologies for this.

Jane

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