- Marketing reports in NetSuite refer to the various types of reports and analytics that can be generated and used to track and analyze marketing activities and performance within the NetSuite platform.
- NetSuite offers a range of tools and features that allow businesses to manage and measure their marketing efforts effectively.
- Marketing reports provide valuable insights into marketing campaigns, lead generation, customer engagement, and other aspects of the marketing process.
Campaign ROI Analysis
- A Campaign ROI Analysis Report is a comprehensive document that provides insights into the return on investment (ROI) of specific marketing campaigns.
- This report is essential for businesses to evaluate the financial effectiveness of their marketing efforts, helping them understand which campaigns are driving profitable results and where adjustments or optimizations may be necessary.
Campaign ROI Analysis Summary Report
- The Campaign ROI Analysis Summary report shows the profit and return on investment (ROI) for each marketing campaign. It also shows the number of leads, prospects, and customers generated. Campaigns are grouped by campaign category.
- Profit is calculated by deducting the cost of the campaign from the amount generated by sales transactions with the campaign’s lead source. ROI is calculated by dividing the profit by the cost of the campaign.
- Go to Reports > Marketing > Campaign ROI Analysis.
Campaign ROI Analysis Detail Report
- The Campaign ROI Analysis Detail report shows the profit for each scheduled event of your marketing campaigns. It also shows the number of leads and prospects generated. Campaign events are grouped by campaign.
- Profit is calculated by deducting the cost of the campaign event from the amount generated by sales transactions with the campaign’s lead source. Return on investment (ROI) is calculated per campaign, by dividing the profit by the cost of the campaign.
- Go to Reports > Marketing > Campaign ROI Analysis > Detail.
Campaign Response Summary Report
- The Campaign Response Summary report shows when each campaign and campaign event was delivered and gives information about the responses of recipients.
- Campaigns are grouped by campaign category.
- Understand how audiences are responding to various marketing efforts.
- Go to Reports > Marketing > Campaign Response
This report shows the following information about each marketing campaign event:
- date scheduled
- number of messages sent
- number and percentage of messages opened (email only)
- number and percentage of recipients who clicked any link in the message (email only)
- number and percentage of messages that the recipient responded to
- number and percentage of recipients that purchased because of the campaign
- number and percentage of bounced messages that did not reach the recipient
Campaign Response Detail Report
- The Campaign Response Detail report lists the recipients of each marketing campaign event in the date or period range you select.
- The report shows when the event was delivered, and the action taken by each recipient. Campaigns are grouped by campaign category
- Go to Reports > Marketing > Campaign Response > Detail
This report shows the following information about each marketing campaign event:
- title of the campaign events
- the campaign response for each recipient
- details on each response
- the date and time the event was queued to be sent
Lead Source Analysis Summary Report
- The Lead Source Analysis Summary report shows the number of lead, prospect, and customer records entered during the time period set for each lead source. It also shows campaign events. Go to Reports > Marketing > Lead Source Analysis
- The Lead Source Analysis Summary Report is a valuable tool for marketing and sales teams to understand which lead sources are contributing the most to the sales pipeline and where improvements can be made to enhance lead generation strategies.
- It helps in resource allocation, decision-making, and continuous improvement in lead generation efforts.
Lead Source Analysis Detail Report
- A “Lead Source Analysis Detail Report” provides a detailed analysis of the various sources that contribute to an organization’s lead generation efforts.
- This report offers an in-depth view of leads generated from different sources, helping businesses understand the origin and quality of their leads. Go to Reports > Marketing > Lead Source Analysis > Detail
The leads included in this report represent:
- Records that were originally entered as leads during the time period selected
- Records that have had a lead status that is set to be included in reports
Gross Lead Source Analysis Summary and Detail Report
- A “Gross Lead Source Analysis Summary Report” is a specialized report that provides an overview and analysis of leads generated from various sources before any filtering or refinement.
- This report is valuable for businesses to understand the quantity and source of initial leads before the leads go through qualification and conversion processes.
- Go to Reports > Marketing > Gross Lead Source Analysis
- Go to Reports > Marketing > Gross Lead Source Analysis > Detail
Sales by Lead Source Summary and Detail Report
- The Sales by Lead Source Summary Report is a crucial tool for businesses to assess the effectiveness of their lead sources in driving sales revenue and customer acquisition. It helps organizations prioritize and refine their lead generation and marketing strategies to achieve better sales results.
- This report is valuable for businesses to understand the quantity and source of initial leads before the leads go through qualification and conversion processes.
- Go to Reports > Marketing > Sales by Lead Source.
- Go to Reports > Marketing > Sales by Lead Source > Detail
Leads by Paid Keyword Summary and Detail Report
- A “Leads by Paid Keyword Summary Report” in NetSuite is a specialized report that provides an overview and analysis of leads generated through paid advertising campaigns, such as pay-per-click (PPC) advertising on search engines like Google Ads.
- This report helps businesses understand which paid keywords are driving lead generation and the performance of these keywords.
- Go to Reports > Marketing > Leads by Paid Keyword
- Go to Reports > Marketing > Leads by Paid Keyword > Detail.
Sales by Paid Keyword Summary and Detail Report
- A “Sales by Paid Keyword Summary Report” is a valuable tool for businesses that run pay-per-click (PPC) advertising campaigns, such as Google Ads, to assess the effectiveness of their keywords in driving sales revenue.
- This report provides an overview and analysis of the sales revenue generated through specific paid keywords, helping organizations make data-driven decisions to optimize their advertising campaigns
- Go to Reports > Marketing > Sales by Paid Keyword
- Go to Reports > Marketing > Sales by Paid Keyword > Detail.
Campaign Clickthrough Summary Report
- A “Campaign Clickthrough Summary Report” provides an overview and analysis of the click-through performance of various marketing campaigns.
- This report helps organizations assess the effectiveness of their campaigns in terms of generating user engagement and clickthroughs to desired content or landing pages
- Go to Reports > Marketing > Campaign Clickthrough Summary.
- Go to Reports > Marketing > Campaign Clickthrough Summary > Detail.
Campaign Clickthrough Detail Report
- A “Campaign Clickthrough Detail Report” provides a comprehensive analysis of the click-through activity for specific marketing campaigns.
- This detailed report offers insights into individual click-through events, including the source of the click, the content clicked on, and the subsequent user actions.
- Go to Reports > Marketing > Campaign Clickthrough Summary > Detail.
Promotional URLs
- Promotional URLs are short and descriptive website URLs that link to online forms, or tabs, categories, or items in your website.
- For example, the URL NetSuite assigns to the Information tab of the Wolfe Electronics website is http://www.wolfeelectronics.com/app/site/site.nl/site.ACCT00000/mode.items/sc.5/.f.
- By creating a promotional URL, Wolfe can promote this page to customers as http://www.wolfeelectronics.com/information. When customers enter the promotional URL, they are taken to the Information tab of Wolfe’s site.
- If you pass a promotion’s coupon code through the URL, NetSuite applies discounts associated with the promotion to any order placed during that site visit.
Setting Up Marketing
- Set your Marketing Preferences.
- Create Campaign Email Domains. – This is a required step if you send more than 10,000 bulk email per month
- Set up an email domain key.
- Create Campaign Categories.
- Authorize the email addresses you want to use to receive replies to your campaign email.
- Create Campaign Subscription Categories to allow customers to choose the kinds of email they receive from your company.
- Create any of the following information to help evaluate and analyze your campaigns:
- Campaign Audiences
- Campaign Verticals
- Campaign Families
- Campaign Search Engines
- Campaign Channels
- Campaign Offers
- Promotions