8Q Email Automation Advanced
What is Email Automation?
Email automation is the use of software to send personalized messages based on customer behavior, preferences, or actions. With 8Q Email Automation Advanced (8Q EAA), businesses using NetSuite can automatically send tailored emails — from welcome sequences to overdue reminders — with perfect timing, no manual effort, and full control from inside NetSuite.
Why It Matters?
Replace repetitive tasks with automation
Personalized content improves retention
Reach thousands with no extra effort
Built-in analytics track ROI
Reduce team size while increasing output
Features & Capabilities
Workflow Automation
Trigger emails from 25+ NetSuite record types
Segmentation
Group clients, vendors, employees, and more
Dunning Integration
Automate reminders for overdue invoices
Tracking & Routing
Monitor replies, route to right contact
Experiment with different email components to find the most effective approach
Attachments
Include PDFs like invoices or quotes
NetSuite Native
Send directly from linked records
Bonus
Compatible with 8Q SCL & other products
Real-World Impact of Email Automation
Known for its vast customer base, Verizon implemented a strategic Email Automation system to manage late payments. By analyzing customer payment patterns and tailoring their communication, Verizon successfully reduced late payments. Their automated emails, which include friendly reminders and easy-to-follow instructions for settling dues, have been instrumental in improving their collection rates.
Stands out with its strategic use of Email Automation to manage overdue payments in its credit services. Walmart's approach involves sending timely, personalized reminders to customers with overdue payments, along with various options for easy repayment. This proactive communication not only helps in reducing the volume of overdue payments but also enhances customer satisfaction by offering them convenient solutions to manage their finances.
A giant in creative software, has adeptly utilized automated email systems for managing subscriptions and overdue payments. By sending personalized reminders about upcoming and missed payments, Adobe not only keeps its cash flow steady but also maintains a positive rapport with its customers.
What Problems Does It Solve?
Built for NetSuite
- Native integration with NetSuite CRM, transactions, and records
- Works directly within your workflows
- Full setup and training in 1–2 days
Now, let’s unravel the mystery of how Email Automation works. Picture a garden. In this garden, each plant represents a potential customer. Email Automation is like an advanced irrigation system, delivering just the right amount of water (emails) to the right plants (customers) at the perfect time.
First, it starts with seeding – collecting email addresses through various means like sign-up forms or purchases. This is your garden’s soil preparation. Next comes the nurturing phase. Automation tools, using algorithms and data analysis, determine the type of email each ‘plant’ needs. Is it a welcome email, a promotional message, or a gentle reminder? This is like deciding whether a plant needs more water, sunlight, or nutrients.
As your garden grows, the automation system continuously monitors and adjusts. It keeps track of which plants responded well to which type of care, constantly learning and evolving. This is where the real magic happens – personalized, targeted emails based on user behavior, preferences, and engagement levels.
And let’s not forget about the harvest – analyzing the success of your email campaigns. With detailed analytics, you understand which strategies bore the sweetest fruit and which areas need more tending. This ongoing cycle of planting, nurturing, monitoring, and harvesting is the essence of Email Automation. It’s a dynamic, ever-evolving process that keeps your garden – your customer base – flourishing and blooming with engagement.
8Q Email Automation utilizes advanced data analytics and segmentation tools to tailor content specifically to individual customer preferences and behaviors, ensuring each communication feels personal and relevant.
Absolutely. 8Q Email Automation is designed for seamless integration with a variety of CRM systems, including NetSuite, ensuring a cohesive and streamlined communication, marketing and sales process.
8Q Email Automation offers comprehensive analytics and reporting features, providing deep insights into daily performance, customer engagement, and ROI. These insights enable businesses to make data-driven decisions and continuously refine their communication strategies for optimal results.
