Marketing Campaign Templates
Create engaging email templates for marketing campaigns, newsletters, and promotional communications.
Campaign Email Setup
Navigation
Lists → Marketing → Marketing Templates
Template Types
| Type | Use Case | Features |
|---|---|---|
| Campaign | Promotional emails | Tracking, unsubscribe |
| Newsletter | Regular updates | Subscription management |
| Event | Event invitations | RSVP tracking |
| Survey | Feedback requests | Response collection |
Campaign Structure
MARKETING EMAIL ARCHITECTURE
─────────────────────────────────────────────────────────
┌─────────────────────────────────────────────────────────┐
│ CAMPAIGN RECORD │
│ ├── Target Audience (Saved Search / Group) │
│ ├── Schedule (One-time / Recurring) │
│ └── Tracking Settings │
├─────────────────────────────────────────────────────────┤
│ EMAIL TEMPLATE │
│ ├── Subject Line (with merge fields) │
│ ├── Preheader Text │
│ ├── HTML Content │
│ └── Plain Text Version │
├─────────────────────────────────────────────────────────┤
│ TRACKING │
│ ├── Opens │
│ ├── Clicks (per link) │
│ ├── Bounces │
│ └── Unsubscribes │
└─────────────────────────────────────────────────────────┘
Marketing Template Example
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>${campaign.title}</title>
<style>
/* Reset styles */
body, table, td { margin: 0; padding: 0; }
img { border: 0; display: block; }
/* Container */
.email-container { max-width: 600px; margin: 0 auto; }
/* Header */
.header { background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); padding: 30px; text-align: center; }
.header h1 { color: white; margin: 0; font-size: 28px; }
/* Content */
.content { padding: 30px; background: #ffffff; }
.content h2 { color: #333; margin-top: 0; }
/* CTA Button */
.cta-button {
display: inline-block;
background: #667eea;
color: white !important;
padding: 15px 30px;
text-decoration: none;
border-radius: 5px;
font-weight: bold;
margin: 20px 0;
}
/* Product Grid */
.product-grid { width: 100%; }
.product-cell { width: 50%; padding: 10px; vertical-align: top; }
.product-img { width: 100%; height: auto; }
.product-name { font-weight: bold; margin: 10px 0 5px; }
.product-price { color: #667eea; font-size: 18px; }
/* Footer */
.footer { background: #f5f5f5; padding: 20px; text-align: center; font-size: 12px; color: #666; }
.social-icons img { width: 30px; margin: 0 5px; }
</style>
</head>
<body>
<div class="email-container">
<!-- Header -->
<div class="header">
<img src="${companyinformation.logourl}" alt="Logo" height="40" style="margin-bottom: 15px;" />
<h1>${campaign.title}</h1>
<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0;">${campaign.subtitle}</p>
</div>
<!-- Personalized Greeting -->
<div class="content">
<h2>Hi ${recipient.firstname}!</h2>
<p>${campaign.message}</p>
<p style="text-align: center;">
<a href="${campaign.ctaurl}" class="cta-button">${campaign.ctatext}</a>
</p>
</div>
<!-- Featured Products -->
<div class="content" style="background: #f9f9f9;">
<h2 style="text-align: center;">Featured Products</h2>
<table class="product-grid">
<tr>
<#list campaign.products as product>
<td class="product-cell">
<img src="${product.imageurl}" alt="${product.name}" class="product-img" />
<p class="product-name">${product.name}</p>
<p class="product-price">${product.price}</p>
<a href="${product.url}">Shop Now</a>
</td>
<#if product?index % 2 == 1></tr><tr></#if>
</#list>
</tr>
</table>
</div>
<!-- Footer -->
<div class="footer">
<div class="social-icons">
<a href="${companyinformation.facebook}"><img src="facebook-icon.png" alt="Facebook" /></a>
<a href="${companyinformation.twitter}"><img src="twitter-icon.png" alt="Twitter" /></a>
<a href="${companyinformation.linkedin}"><img src="linkedin-icon.png" alt="LinkedIn" /></a>
</div>
<p style="margin-top: 15px;">
${companyinformation.companyname}<br/>
${companyinformation.mainaddress}
</p>
<p style="margin-top: 15px;">
<a href="${unsubscribeurl}">Unsubscribe</a> |
<a href="${preferencesurl}">Update Preferences</a> |
<a href="${viewinbrowserurl}">View in Browser</a>
</p>
<p style="color: #999; margin-top: 10px;">
You received this email because you subscribed to our mailing list.
</p>
</div>
</div>
</body>
</html>
Campaign Merge Fields
Recipient Fields
| Field | Description |
|---|---|
${recipient.firstname} | Contact first name |
${recipient.lastname} | Contact last name |
${recipient.email} | Contact email |
${recipient.company} | Company name |
${recipient.salutation} | Mr/Ms/Dr |
Campaign Fields
| Field | Description |
|---|---|
${campaign.title} | Campaign title |
${campaign.internalid} | Campaign ID |
${campaign.category} | Campaign category |
Tracking Links
| Field | Description |
|---|---|
${unsubscribeurl} | Unsubscribe link (required) |
${preferencesurl} | Email preferences |
${viewinbrowserurl} | View online version |
Audience Targeting
Using Saved Searches
Campaign Setup → Recipients → Saved Search
Search Criteria Examples:
- Customer Category = "Newsletter Subscriber"
- Last Order Date > 30 days ago
- Lead Source = "Website"
- Custom field "Marketing Opt-In" = True
Customer Groups
Lists → Relationships → Groups
Group Types:
- Static: Manually managed list
- Dynamic: Based on saved search criteria
A/B Testing
Test Elements
| Element | Test Options |
|---|---|
| Subject Line | Different messaging angles |
| Send Time | Morning vs afternoon |
| CTA Button | Color, text, placement |
| Content Length | Short vs detailed |
| Images | With/without, different visuals |
Implementation
Campaign Setup:
1. Create two template versions
2. Set test group percentage (e.g., 20%)
3. Define success metric (opens/clicks)
4. Set test duration
5. Auto-deploy winner to remaining audience
Compliance Requirements
CAN-SPAM (US)
| Requirement | Implementation |
|---|---|
| Physical Address | Include in footer |
| Unsubscribe Link | Required, honor within 10 days |
| Accurate Headers | From/Reply-To must be valid |
| Identify as Ad | If promotional content |
GDPR (EU)
| Requirement | Implementation |
|---|---|
| Consent | Explicit opt-in required |
| Easy Unsubscribe | One-click preference |
| Data Access | Provide data on request |
| Right to Delete | Remove on request |
Template Footer Example
<div class="footer">
<p>
${companyinformation.companyname}<br/>
${companyinformation.mainaddress}
</p>
<p>
You're receiving this because you opted in at ${recipient.leadsource}.
<br/>
<a href="${unsubscribeurl}">Unsubscribe</a> from this list.
</p>
</div>
Tracking & Analytics
Campaign Metrics
| Metric | Description | Benchmark |
|---|---|---|
| Open Rate | Unique opens / Delivered | 15-25% |
| Click Rate | Unique clicks / Delivered | 2-5% |
| Bounce Rate | Bounced / Sent | < 2% |
| Unsubscribe Rate | Unsubscribes / Delivered | < 0.5% |
NetSuite Reports
Reports → Marketing → Campaign ROI
Best Practices
Subject Lines
- Keep under 50 characters
- Personalize with recipient name
- Create urgency without spam triggers
- Avoid ALL CAPS and excessive punctuation
Content
- Mobile-first design (60%+ open on mobile)
- Single clear CTA
- Balance text and images
- Include alt text for images
Deliverability
- Authenticate with SPF, DKIM, DMARC
- Maintain clean list (remove bounces)
- Warm up new sending domains
- Monitor sender reputation
See Also
- Transaction Emails - Invoice and order emails
- Workflow Emails - Automated notifications