I'm new to MyEmma and I'm reading about the workflow/triggers to send Welcome Emails to new MindBody clients. I created the group in "groups", but how can I ensure all new guests with emails and opt-in for newsletters get sent to this group so that I can properly set up my workflow?
Hi there! Here is some important info from our Resource Center on Emma groups synced with MINDBODY (MB):
The Emma group you use should be dedicated to this integration. The group will get erased and repopulated each night during the sync, so if you manually add contacts to this group , they will be removed on the next sync.
Your integration with MB is currently using the LDS Contacts group. If you intend on automating emails for your MB contacts, you'll want to make sure this is the group you're using.
If you need some instructions for using automation with MB, head this way: