Beaufort 12 Chatbot

AI powered

Features

Core

• See Emma audience data in Salesforce
• Un-subscribe Salesforce Contacts or Leads
• Works with Emma groups
• Email tracking history
• Map Salesforce data to Emma
• Salesforce reports and dashboards

Automation

• Scheduled imports via our wizard
• Trigger Emma automation
• Invokable process builder/Flow actions

Support

• Knowledge base
• Chatbot support
• Basic email support

The Emma for Salesforce application is charged separately to Emma (i.e. Emma does the sending of emails etc, whilst Emma for Salesforce manages the email data within Salesforce and the syncing of records between the two systems).

Basics

• Getting Started
• Installation & Setup
• Import Wizard
• Emma Groups
• Membership Records
• Mailing History
• Creating Records

Partners

• Marigold
• Salesforce
• Eventbrite
• Mailchimp
• Dropbox
• Consulting Partners

Legal

• Terms & Conditions
• Privacy Policy
• Cancellation Policy

Product

• Campaign Monitor for Salesforce
• Emma for Salesforce
• Events Made Easy (Eventbrite)
• Mailchimp for Salesforce
• Dropbox for Salesforce

Resources

• Support
• Contact
• Articles

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