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



CPE Sponsors

CPE credits

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

Sales Chat

Interested in growing your business with NetSuite?

Start chat