Managing preferences with multiple data uploads

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  • Updated 2 years ago
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We send out a monthly email to all our members. Each month we run a report, and pull all current members from our database and upload into Emma.

Our current method is to upload a new list of members each month into one Audience.

If Person A decides to manage preferences and removes himself from this Audience, but not opt out, what happens when we upload the next month?

Person A is still a member of our organization and as such, due to our current method would be put right back into this Audience next month.

Does Emma remember the preference, even if we try to put the person back in? And if Emma keeps it all straight, what happens if we change the Audience name?

We're starting to experiment with preferences and segmentation and want to ensure we understand basic principles before set up. Thanks.
Photo of Liz Stephenson

Liz Stephenson

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  • unsure

Posted 4 years ago

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Photo of Tyler Scott

Tyler Scott, Employee

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Official Response
Hey Liz! Great question here. Emma is pretty smart, but doesn't have the ability to remember those preferences in this kind of scenario. So each time you're importing current members each month and adding them into this particular audience group, that individual would be added back in. What database do you use outside of Emma? The reason I ask is we offer integrations with quite a few CRM's or if you have developer resources you could build your own integration by accessing Emma's API

Hopefully this helps, but please let me know if I can assist further.