Resend Marketing Campaign Email to Records that did not Receive them

Marketing Campaign got stuck on Scheduled to Execute, but when the user checks the Statistics tab it already sent emails to some members of the group. User wants to send out a new campaign but exclude the list of people that already received the campaign previously. User cannot edit the search and use Campaign Response: Response as a criteria as the user has multiple campaign events under 1 marketing campaign. Using the same template multiple times with the same title.

Below is an alternate solution on how to remove the list of people which already received the campaign from receiving it again.

Note: Before proceeding, Enable Show Internal IDs in Home > Set Preferences > General tab > Defaults section.

First part is to generate a list of records that received the campaign.

     1. Navigate to Lists > Marketing > Marketing Campaigns.
     
     2. Edit the previously executed campaign.
     
     3. Change the Title of the Marketing Campaign (e.g. Group1). This is to have a unique value for the campaign event that failed to execute.
     
     4. Click Save.
     
     5. Navigate to Lists > Search > Saved Searches > New.
     
     6. Select the record type base on the group used for the campaign (e.g. Customer).
     
     7. In the Criteria tab > Standard subtab, add the following filters: 

• Campaign Response: Campaign Event is [New name of the Campaign (e.g. Group1)]
• Campaign Response: Response is Sent

     8. Click Preview.
     
     9. Click Export - CSV.
     
     10. Save the CSV file.
     
     
Second part is to create a custom field that will be use to indicate that the record has already received the campaign.

     1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
     
     2. Provide a Label (e.g. Campaign Sent).
     
     3. Set Type to Checkbox.
     
     4. Check Store Value.
     
     5. In the Applies To tab, check the record where to apply the field (e.g. Customer).
     
     6. Click Save.
     

Third part is to update the custom field on the records that received the campaign. This is done through CSV import.

     1. Open the CSV file saved earlier.
     
     2. Add a column for the custom field (e.g. Campaign Sent).
     
     3. Set the value of the column to Yes on all records.
     
     4. Save the CSV file.
     
     5. In NetSuite, navigate to Setup > Import/Export > Import CSV Records.
     
     6. Select Relationships in the Import Type field.
     
     7. Select the Record Type (e.g. Customers Only).
     
     8. Click Select.
     
     9. Locate the CSV file, then click Open.
     
     10. Click Next.
     
     11. Select Update for Data Handling.
     
     12. Click Next.
     
     13. In the Field Mapping section, map the following fields:

Your Fields	NetSuite Fields
Internal ID	Internal ID
Campaign Sent	Campaign Sent

  

Note: Campaign Sent is the name of the custom field.

     14. Click Next.
     
     15. Provide an Import Map Name.
     
     16. Click Save & Run.
     

Lastly, create a new group using the custom field as the criteria.

     1. Navigate to Lists > Search > Saved Searches > New.
     
     2. Select the record type (e.g. Customer).
     
     3. Provide a Title.
     
     4. In the Criteria tab > Standard subtab, add the following filters:

• Campaign Sent is No
  
• Global Subscription Status is Soft Opt-In, Confirmed Opt-In
  
• Inactive is No
  
• Add other required fields
  

     5. Click Save.
     
     6. Create or Update the group to be used for the Marketing Campaign.