Send an email when someone is added to a group

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I would like to setup an automation to send an email to anyone that is added to a group through Salesforce. When someone is manually added to a group in Salesforce, it adds them to the group in Emma. I would like to be able to send this contact a welcome email automatically when they are added to the group. Beyond that, I would like to send a drip campaign to these same contacts. Example: Welcome email - 3 days later - tip sheet email - 1 day later - another tip sheet email
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Hunger Free Colorado

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Posted 2 years ago

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Photo of Ross Cochran

Ross Cochran, Official Rep

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Hi there!

For contacts being added in Salesforce there are two options for automation triggers. Those are date based and field change based. Since the contact is being added via an API those additions won't trigger off of signup. For signups, the best option would likely be a date based automation. You'd want to create a date field and have that called "Date added" or something similar. From there you can follow these directions to set up that automation:

Let us know if you have any questions.