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How to create message templates in Netsuite

You can create message templates to help you when it comes to sending messages, building workflows, or just maintaining consistency with your messaging.

In this example, we are going to create a template to send out to contacts in order to confirm some details in their records. We will use data fields such as first name, as well as a couple of other fields from the customer record to apply to our template:

"Hi {Firstname}. Please can you confirm that you are still with {company} and that your billing address is still {Address}? Many thanks."

1. Start by going to MessageMedia, then Templates, and then New Template:

2. Choose the record type. This is basically telling the system which type of record we want to draw from - which in this case is the contact record because we want to use contact-specific information:

3. Next, name your template and then start to type your message in the template field. At any point that you need to include a data field (e.g. the contact's name), select that field from the Fields menu, and it will appear in the message:

4. Once you have completed your template, click Save: