Getting Started

3 minute read

What is Emma for Salesforce.
An end to end product demo.
How the trial works, installation and setup steps.

What is Emma for Salesforce

Emma for Salesforce is an integration built by Beaufort 12. Our application allows you to seamlessly sync data between Emma and your Salesforce Org. Emma allows you to design and send your email campaigns. Once a campaign has been sent, view and report on the results directly in Salesforce. Should a person unsubscribe from an email both systems will be updated.

overview Video

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.

Beaufort 12 is a separate company from Emma. If you have questions about Emma, please reach out to them directly at https://myemma.com/

Trial

Before making any purchase decisions, we recommend trying our application. You can install our product directly in your Salesforce production or sandbox org. Installation in production will start a free, fully-featured 14-day trial. Installing in a sandbox provides a trial that will last indefinitely but is for the sole purpose of testing.

Next Steps

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

Installation and setup
Importing your Salesforce data

FAQs

Why do I have to pay for Emma - EM

We are Beaufort 12 Ltd a Salesforce development company that has built the integration between Emma and Salesforce. The fee for our application is separate from both Emma and Salesforce.

Pricing
Our integration is charged based on the number of active subscribers. An active subscriber is an email address in Emma that is active (i.e. not unsubscribed, bounced, etc). We use that number against our tiered pricing model. So for example, if you have between 10,001 - 25,000 active subscribers your cost will be US$55 per month. For more detailed information on billing see this article. For non-profits, we provide a 15% discount after you sign up.

If you are currently on our free fully-featured trial it will expire within 14 days. If you are interested in purchasing please take a look at our billing page which fully explains how our fees work.

How do I buy?

We are thrilled you are looking to purchase Emma for Salesforce.

Salesforce Checkout manages the billing process so to help we have provided this step-by-step guide on how to purchase.

Checklist:

You have already installed our product into your Salesforce Production environment.
You are a Salesforce system administrator.
If you have access to multiple Salesforce Orgs it is worth using a different browser or Incognito mode.

How much does the integration cost?

The cost of our integration is separate from both Salesforce and Emma.

Salesforce

Our integration works with Essential, Professional, Enterprise, and Unlimited editions of Salesforce.
If you have not purchased Salesforce yet you can still try the integration.
However, you cannot purchase until your Salesforce org is fully active.

Emma

Emma will handle how you build your email templates, create and deliver your campaigns.
If you are not already using Emma we recommend you check out their product first.
Our integration works with all Emma accounts.

Integration Fee

Our fee is based on the number of active subscribers contained in Emma.
We use that number of active subscribers against our tiered pricing model.
We will charge the card on file automatically every month.
When we charge the card on file, we will provide an email invoice receipt to the billing contact.
We provide a 10% discount for non-profits.

FAQs

Is there a cost for additional users?
Emma for Salesforce is a site license, which means all Salesforce users can access our product if you decide, at no additional cost.

Why do we charge?
We are not part of Emma or Salesforce. Our fee covers the initial and continuing development of the integration and our email-based support team. It is worth noting that we don't receive the full fee, margins are very tight. A significant portion is paid to Salesforce, payment processing, and taxes.

Can I pay by invoice?
Our integration is sold via Salesforce Checkout which we have no control over. The only way to pay is via card payment and on one of our monthly plans. Invoices, purchase orders, bank transfers are not supported.

Can I try before I purchase?
You can install our product into your sandbox or production environment to try free, fully-featured, for 14 days. But before you do this, we'd recommend reviewing these articles:

1. Installation & Setup
2. Getting started guide

The getting started guide contains a video that provides a detailed look into how our product works and hopefully answers a lot of your questions.

How can I work with Salesforce reports?

Our objects are built to Salesforce standards so work with reports. Included within our application are example:

Report types.
Reports.
Dashboard.

The two objects you will be most interested in are:

Emma audience - Shows an Emma audience record in Salesforce
Email mailing history - Shows subscriber interactions with your email campaigns

Reports are based upon report types, we have set up a couple, but you may want to create your own. Beaufort 12 does not create or support reports/dashboards for customers. You do have the following options:

Ask your Salesforce system administrator
Try Salesforce Trailhead
Engage a Salesforce consultancy

Tips

Report Types
If you create a custom report type you can use related lookups to pull in extra information i.e. a contact's phone number.

Cross object filters
Cross object filters are a useful feature if you are looking to filter on a related object. For example, you might want to see which contacts are not in Emma. To do this simply create a report based on contacts and then apply a cross object filter on the Emma audience object.

Why do I have to pay for Emma - EM

How do I migrate from the old Emma integration?

Thanks for contacting us about the new Emma for Salesforce integration.

Our application is a new native Salesforce application built by us, Beaufort 12. If you are using the integration provided directly by Emma, it will still work but will be unsupported; any questions, please contact them directly.

As our integration is a separate product, it is not possible to upgrade to our application; it is a replacement. To help, we provide a free trial, and the first month, if you decided to purchase is free. We have put together this document, which covers in-depth how the whole process works.

Do you offer product demos?

I'm so glad you're interested in Emma for Salesforce! I've put some helpful info below to get you started, and I highly recommend watching our demo video. It covers everything you need to know about how our product works.

Emma
Emma for Salesforce is the integration between both systems. If you are new to Emma, then it is essential that you are happy with how their application works. Amongst other things, Emma's mass email solution will handle how you build your email templates and create and deliver your campaigns.

Beaufort 12 - Emma for Salesforce
Our integration primarily moves data between Salesforce and Emma. We make it easy for you to add your Salesforce records to Emma's audience and to keep them up to date. We also pull back information from Emma, like a person's subscriber status or email tracking history, from mass emails. To help you understand this better, we have created an overview video that covers these key points.

Another good way to get to grips with the integration is to install our free, fully-featured 14-day trial. You can install this in your sandbox or production Salesforce environment (or both if you need to). This article shows how easy the product is to install and set up.

Pricing
Our integration is charged based on the number of active subscribers. An active subscriber is an email address in Emma that is active (i.e., not unsubscribed, bounced, etc.) We use that number against our tiered pricing model. So, for example, if you have between 10,001 - 25,000 active subscribers, your cost will be US$55 per month. For more detailed billing information, see this article.

Questions
Emma for Salesforce is a self-service product with email-based product support only. You can hire one of our recommended Salesforce consulting partners for implementation and phone support if you need more help.

How do I get a trial extension?

If you are working in a Salesforce production org and need longer contact us for an extension. Salesforce sandbox trials last indefinitely but are for the sole purpose of testing.

In this article