Wednesday, June 26, 2019

Pull Up Customers who Did Not Open a Campaign Email through a Campaign Saved Search

Currently, NetSuite does not use Boolean behavior when running criteria on a sublist. Take the following as an example:

Campaign: NS Campaign 2014
Recipients: Lead A & Lead B
Campaign Response:

    - Lead A: Queued
    - Lead A: Sent
    - Lead B: Queued
    - Lead B: Sent
    - Lead B: Opened

If you use the Criteria, Campaign Response: Response is not Opened, it would return Lead A and Lead B because Lead B has an entry where the Response is not Opened (Queued & Sent) which matched the Criteria.

In order to resolve the issue, you can create a saved search with the following criteria:

1. Navigate to Lists > Search > Saved Searches > New > Campaign.

2. In the Criteria tab > Summary, set the following:

Summary Type





Formula (Numeric)

is 0

Case When {response} = 'Opened' Then 1 ELSE 0 END



4. In the Results tab > Columns, set the following:


Summary Type


Campaign IDGroup 
Campaign Recipient: NameGroup 
Campaign Recipient: EmailGroup 
Formula (Numeric)SumCase When {response} = 'Opened' Then 1 ELSE 0 END


5. Click Save & Run. Verify if the list returns the correct records.

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