How do I manage Emma membership from a Contact or Lead?
Manage Emma lets you add or remove a Contact or Lead from an Emma audience, and update their Emma groups, without leaving the record page.
- On the Emma Membership card, click Add to Emma or open manage for an existing membership.
- Step 1 — Membership: choose the Emma account, then add or remove the membership.
- Step 2 — Groups: select Emma groups for that member.
If no Emma account is connected, connect one under Emma Settings → Sync Settings first. See Installation & Setup.
Full guide: Manage Emma.
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