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Email campaigns targeting outdated customer segments waste resources and damage relationships when customer status information becomes stale between NetSuite and marketing databases.
Here’s how to create automated status synchronization that keeps email marketing segments accurate and campaign targeting precise.
Create dynamic status tracking using Coefficient
Coefficient automates customer status updates by providing live connections that automatically reflect status changes in your email marketing databases. This eliminates the common problem where campaigns target wrong customer segments due to outdated status information.
How to make it work
Step 1. Set up customer status tracking with Records & Lists import.
Import Customer records from NetSuite and include key status fields like Customer Status, Lead Source, Sales Rep, Stage, and custom status fields. Apply filters to segment customers by status such as Prospect, Customer, or Closed-Lost.
Step 2. Configure automated refresh scheduling for status changes.
Set up hourly refresh to capture status changes within 60 minutes for time-sensitive campaigns. Use filter-based segmentation to automatically include or exclude customers based on status criteria and sync custom status fields like “Lifecycle Stage” or “Engagement Level.”
Step 3. Map NetSuite status values to email platform segments.
Use Coefficient’s column reordering to match email database field requirements. Map NetSuite customer status values to your email platform’s segment categories and set up automated data feeds that update customer segments in real-time.
Step 4. Set up status-based campaign triggers.
Configure status-based triggers for automated email campaign enrollment and removal. Create multiple imports for different status-based customer segments and use SuiteQL queries for complex status-based customer filtering when needed.
Step 5. Implement advanced status automation.
Set up date-based status change tracking to identify recent status transitions. Implement alerts when high-value customers change to negative status and create automated workflows that respond to specific status changes.
Keep email campaigns precisely targeted
Automated customer status synchronization ensures email campaigns stay accurate and compliant by immediately reflecting NetSuite status changes in marketing databases. Start automating your customer status updates today.
