Create an Emma Audience Member, from within SFDC, by assigning to an Emma Group?

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Or Do I need to recreate the SFDC Contact as an Audience Member, from within Emma, first?

I figured its the later but just wanted to verify. Thanks! 
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Videology

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Posted 5 years ago

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Tyler Scott, Employee

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Good morning! You can create the audience member (contact) within SF and assign them to your desired Emma group. That should do the trick, but please let me know if I can assist further.
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Katie Watts, Support Team Manager

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Good afternoon!

I took a look at the "Matt Emma Contacts" report in your Salesforce account, and there doesn't seem to be any leads included in that report data. I see just three contacts in those report results, and none of them have the initials B.E. When you say you manually added the B.E. lead to the group, did you do that within Emma or within Salesforce? Was there something else that led you to expect that the B.E. lead would be added to the Emma Group even though it wasn't included in the report data?

As far as the three contacts that are a part of the Emma Group in Salesforce but not reflected in the audience group within your Emma account, I'd like to do some testing to see if I can replicate that trouble -- and if I can replicate, I may be able to locate some entries in your apex logs that lead me to pinning down the trouble.

For data security purposes, the granted login access doesn't give me export permissions, which means I'm not able to actually send the report data to an Emma Group to test it on my end. I know your Salesforce username, but can you please save a document in your Emma document library that contains your Salesforce password? That will allow me to actually login to Salesforce as YOU, rather than being in there in the restricted granted access, and I'll be able to setup some tests to further troubleshoot the issue. Please give me a shout on this thread once that document has been saved within your Emma document library.

Now on to the side questions. As far as adding multiple people to a group, the process of adding the data from a report to an Emma Group in Salesforce is the most streamlined method for doing that. This link outlines the process of adding report data to a new or existing Emma Group within Salesforce, and it's a super simple process with just a few clicks! If you want to exclude a set of multiple leads or contacts from an existing Emma Group, the easiest way to get the segment you'd like to send to is just to create a new Emma Group that only contains the folks you want to email.

If you're looking to add or remove an individual to/from an Emma Group, the most streamlined option to make that change is from within that particular lead or contact record. From within a lead or contact record, within the "Emma Groups" box, you can click "Del" beside any listed group to remove that lead/contact from that particular Emma Group. If you want to add a particular lead/contact to an Emma Group, from within the lead/contact record, just click the "new Emma Group membership" button at the top of the Emma Groups box, and you can add the group in to the Emma Group field on the next screen and save to get that lead/contact added.

The "email opt out" field is one that should be synced to Emma to reflect in Salesforce those leads/contacts that have been opted out within your Emma account. No real need to do any filtering based on that field since Emma automatically doesn't send an email to the folks who aren't in active status in the account, even if you send to an audience group that includes that member.

Hope this helps clear some of it up! I'll watch for your post here letting me know when that document is saved in your Emma document library, and then I'll dig in on troubleshooting why the report data didn't sync over correctly from the start. If any additional Emma for Salesforce questions come up, you know where to find me!

Thanks a ton,
Katie
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Videology

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Hi Katie! Happy Friday!

Any chance we could catch up on Skype IM, or other IM, today, about the above? Please let me know!

I'm on skype:  m(dot)walsh00 

the (dot) is really a period. Sneaky!
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Katie Watts, Support Team Manager

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Happy Monday, Videology!

We don't offer IM support, but I'm happy to catch up by email or to schedule a phone call on this. I'm going to email you offline, and we can go from there!
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Videology

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Cool sounds good! You can reach me by taking my skype handle, sans the "." and the two zero's, at Videologygroup.com 
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Katie Watts, Support Team Manager

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Gotcha! I emailed yesterday at that marketing@ email we had on file, so I'll forward along that message to your email directly.

Thanks!
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Girls Leadership Institute

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Hi Tyler, I added someone in SF and then added them to an Emma group and it did not create an Audience member in Emma. Am I missing a step?
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Katie Watts, Support Team Manager

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Happy Monday, Girls Leadership!

I'm doing some digging on the syncing trouble. To be sure I'm pointed the correct direction, can you please tell me which lead/contact you added in Salesforce and also which Emma Group you added that new lead/contact to?

Thanks a ton!
Katie
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Girls Leadership Institute

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Hi Katie, 

I just realized that the person I added to a group made it to Emma. I think it took about an hour plus. Is this time frame always expected when a Contact is added in SF? I guess I need to provide enough time for the sync to occur before sending any communications?

Thanks,
Samantha
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Katie Watts, Support Team Manager

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Hi there, Samantha!

Since you're using the webhooks syncing option (which offers the fastest available connection between Emma and Salesforce), I don't expect that the majority of your syncing will take that long. Oftentimes with webhooks syncing, the update in one application will be reflected in the other within a few minutes. But depending on system load, connection and several other varying factors, it's totally possible that syncing may take longer at times like you saw here.

So glad to hear that contact did sync over! If you run into further trouble with the integration, please give me a shout. Always happy to help!

Thanks a bunch,
Katie
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Girls Leadership Institute

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Hi Katie,
I must say, it's a bit odd that it took over an hour and I only added 1 contact into an Emma Group in Salesforce. It makes me question who has been synced in both applications and when that is exactly supposed to happen.... If it's an error or if its still syncing. And when you say "connection" what does that exactly mean? Does "system load" mean the number of contacts I'm loading at a time? 

If you could shed some light, I would greatly appreciate it.

Thanks,
Samantha 
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Katie Watts, Support Team Manager

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Good question, Samantha!

Emma’s webhooks should fire virtually instantaneously whenever a webhooks event (ex. email open, contact update, etc.) is made, and those webhooks appear to be working normally. Our integration listens for those webhooks and makes changes appropriately, but it’s "listening" within the context of Salesforce's available bandwidth to receive and act on updates. That bandwidth can fluctuate based on a variety of factors, especially overall activity in their systems. Salesforce system activity and performance fluctuates so widely that their status page is dedicated to helping customers understand where and when noteworthy performance degradations have occurred. However, even those alerts are generally indicators of outliers -- some degree of fluctuation is expected even in the normal range.

Hope this helps clear things up! If I can provide any further clarification, please let me know. And, of course, happy Friday!