Wednesday, September 26, 2018

Track Customer Replies to Transactional Emails

To track Customer replies to Transactional Emails, create a Saved Search that will list all Email communication sent in by Customers as replies to Transactional Emails they received.
 
1. Navigate to Report > New Search. Select Transaction from the list.
2. Use the following criteria:
        Type - is (enumerate the type of Transactions you want to monitor replies to)
        Messages: Type - is email
        Messages: Subject - starts with RE:
        Main Line - is True
3. On the Results tab, add the following fields:
        *
        Date
        Type
        Number
        Name
        Messages: Subject
        Messages: Message
        Messages: Date
4. Save the Search
 
 
NOTE: This Saved Search was created as a workaround to Issue 181003. Customers used the Reply-to Address on Transactions as the Case Capture email. With this setting, Customer replies to Transactional Emails creates a new Case in NetSuite but since the feature is no longer working, they need a way to track Customer replies.

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