Groups

4 minute read

  • Organize your contacts into groups (i.e. donors and volunteers, or customers, prospects, and partners).
  • If you already have groups set up in Emma these will be automatically available in Salesforce.

Video overview

Below is a detailed video overview. You can skip to specific sections by hovering on the timeline or clicking on the play bar's chapter list.

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Viewing groups

Groups are visible from the Emma tab in Salesforce under the Emma groups menu option. On this screen you can see all Emma groups. Using the dropdown option next to a group you edit the name or delete the group.

You can also use this screen to create new Emma groups. If you create a new group in Emma it will show in Salesforce when the sync next runs, by default every hour. Clicking the refresh Emma groups button will update the view once the refresh has completed.

You can also select an Emma group by clicking on its name. This will take you to a screen specific for that group.

Adding Salesforce records to Emma groups

When you add a Salesforce record to Emma, they will be, by default, added to the audience list in Emma. You can also choose to add them to one or more groups by the following methods:

  1. Import wizard.
  2. Salesforce audience record.
  3. From a Salesforce contact or lead.

Next Steps

Below are two articles that are recommended reading and the best next steps.

FAQs

How can I add a person to a group?

Why use segments instead of groups?

In this article

  1. Groups
  2. Video overview
  3. Viewing groups
  4. Adding Salesforce records to Emma groups
  5. FAQs

Basics

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