How do I set up an Automation workflow for bringing in audience members via Salesforce?

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Hi there, 

Here is my case and please help if anyone has idea:

  1. I have a group to include all the audience that I would like to chase and send automated emails by Automation function.
  2. I want the automation to send emails once I add the audience to this group. So, the automation is triggered by new group member.
  3. In my automation setting, I use "Email signup" as the trigger type and then select "All" as the signup sources.
  4. It doesn't work.
Did I make any mistake? What should I do? BTW, group members are added by syncing with Salesforce.

Many thanks!

Best,
Matt
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Matt

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Posted 3 years ago

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Grey Stepp, Support Team Manager

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Official Response
Hey Matt!  

You actually have everything set up properly for your automation to fire for signups.  However, the signup automation will not work when the contacts are being brought over via the Salesforce integration.  

If you check out our documentation HERE, you can get instructions on setting up a "field-change" automation workflow that can fire via the Salesforce Integration, but as of right now, the way that data is passed over to Emma does not allow for us to trigger automation based on sign-up.  

Please let me know if you have any questions! 

- Grey 
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mothers2mothers

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Hi Grey,

I am fairly certain I have a similar question and am wondering if anything has changed within the past year.

Basically, what I would like to be able to do is when a new group member is added to an Emma Group (I will manually add them to a Salesforce campaign and refresh group members so that they are added to the Emma Group), an automation is triggered for the new group member. How do I set this up?

This is for an email journey for new donors. I'm hoping I can start new donors on an automated email series just by adding them to a Salesforce campaign and refreshing the Emma Group associated with that campaign. New donors will be added nearly every day, so that's why I need to set up automation and can't use mass batch emails for this.

Thanks very much!
Gwen
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Grey Stepp, Support Team Manager

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Hi there, 

Nothing has changed yet on this.  The best way to create that is to use the field-change trigger as I specified above.  

Let me know if you have any additional questions!

- G