Membership Records

5 minute read

View detailed information for a member (email address).
See which groups a member is on.
View Salesforce values stored in Emma for a member.

Emma membership records

From the related list on a contact or lead you can quickly see if a the record is part of the Emma audience and their current state i.e. active, unsubscribed or deleted.

Via our Emma audience related list you can add contact a lead to Emma.

When you click on the Emma audience record you will be taken to the membership record which has the following sub screens.

Custom values

Here you can see if the record is linked to a Salesforce contact or lead and their current subscriber state. You can also manually change a person subscriber state. This sets the Email opt out status within Emma. You cannot opt a person back in.

Mailing history

This screen shows any associated tracking email statistics. See: Mailing history

Changing Email Address

Changing the email address of a record in Salesforce to update Emma is quite complicated and there are few variations. To help we have listed them below and the expected behaviour.

Emma record is active
1. The Emma Membership record is active.
2. It is linked to the Salesforce Contact or Lead your updating.
3. You are chainging the standard email address field found on the contact or lead.

Once changed the record will remain active and will update Emma. It might take a few seconds to complete the process and you will need to update the contact page to see the changes reflected in Salesforce, or the change will be visible the next time you view the record. All the existing email history, groups, custom field data will be preserved.

Emma record is in Error
1. The Emma Membership record is in error.
2. It is linked to the Salesforce Contact or Lead your updating.
3. You are chainging the standard email address field found on the contact or lead.

Once changed the record will be updated in Emma and the status will be changed to active. It might take a few seconds to complete the process and you will need to update the contact page to see the changes reflected in Salesforce, or the change will be visible the next time you view the record. All the existing email history, groups, custom field data will be preserved.

The email address is already in Emma
1. You are trying to change the email address.
2. It is linked to the Salesforce Contact or Lead your updating.
3. You are chainging the standard email address field found on the contact or lead.
4. The email address you are changing to already exists in Emma

The change will not happen, instead a notification will appear and it will let you know the update could not be processed. Please see image below.

‍The email address is opted out.
1. You are trying to change the email address.
2. It is linked to the Salesforce Contact or Lead your updating.
3. You are chainging the standard email address field found on the contact or lead.
4. The email address in Emma is opted out

The change will not happen, instead a notification will appear and it will let you know the update could not be processed. The notification process is the same as the image and example just above.