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.

  1. On the Emma Membership card, click Add to Emma or open manage for an existing membership.
  2. Step 1 — Membership: choose the Emma account, then add or remove the membership.
  3. 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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