Send an Automatic Opt In Confirmation Email to Everyone Who Fills Out an Online Form

The User would like NetSuite to send an Opt-in Confirmation Email to new leads created by online form submissions because the Send Auto-Reply Email selection in the Online Lead Form do not include the Opt-in confirmation emails.

The workaround for this is to schedule a daily mass update that auto-send the Opt-in Confirmation email to new leads created each day. To set the mass update, perform the following steps:

     1. Navigate to Lists > Mass Update > Mass Updates.
     
     2. Expand Marketing.
     
     3. Select Send Subscription Message to Customers.
     
     4. Provide a Title of Action.
     
     5. Select Opt-In Confirmation radio button.
     
     6. In the Criteria tab, set the following filters:

• Status is Lead
• Date Created is Today

     7. Click the Schedule tab.
     
     8. Check Run Update According To Schedule.
     
     9. Select Daily Event, Repeat every 1 day
     
     10. Uncheck No End Date.
     
     11. Click Save.