Setting up automation in Emma can feel like a puzzle when you're not sure which trigger type matches how you're syncing contacts from Salesforce. The right trigger depends on how the contact reaches Emma: through an Import Wizard import, added one at a time, or through everyday edits that sync automatically.

The Solution

• Importing contacts with Import Wizard — use the Contact Import trigger type for new contacts, or a field-based trigger for existing contacts. Not all Emma accounts have access to the Contact Import trigger, so check with Emma if you don't see it. Signup workflows cannot fire from Import Wizard.
• Adding contacts or leads one at a time — from the Emma Audience related list or the Emma Membership card on a contact or lead, or with our Flow actions Add Contact to Emma Group and Add Lead to Emma Group with Trigger Automation set to True. If you want to use Emma's sign-up trigger type, add records this way, because sign-up workflows never fire from Import Wizard. Emma's guide to sign-up trigger events explains exactly when a sign-up workflow starts.
• Reacting to field data changes — use a field-based trigger in Emma. Note that edits made in Salesforce that sync to Emma automatically do not fire Emma workflows. A field change workflow only fires when the updated data reaches Emma through an Import Wizard import (including a scheduled import) with the setting below turned on, or through our Flow action with Trigger Automation set to True. The Flow action also adds the record to the Emma group you specify.

The setting that controls this is Trigger Emma workflows (field change and contact import), in the Emma Settings tab under General Options. It applies to Import Wizard imports and to records added from the Emma Audience related list or the Emma Membership card. Our Flow actions don't use this setting. They use their own Trigger Automation option instead.

In Emma, you can review all available trigger types in the workflow builder.