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Emma for MINDBODY: Installation Guide

Our integration makes it easy to automatically add contacts from your MINDBODY account into your Emma audience. With this power, you can use Emma to send your contacts beautiful, intelligently-targeted campaigns, all tailored to data you’ve collected and stored in MINDBODY.
 
With the integration, MINDBODY contacts and mapped-fields are synced with Emma. This is a one-way sync with data only being passed to Emma; information in Emma will not update your contacts in MINDBODY. The one exception: if a contact chooses to opt out of your mailings, we pass this information back to your MINDBODY account.

 

Installing the MINDBODY integration

In Emma, head to the Audience Connect section of your Audience.

In another tab, log in to your MINDBODY account, using the business owner username (or corporate username if you have a franchise account). When logged in, the URL in your address bar will look like this: https://clients.mindbodyonline.com/c...?studioid=####. Copy the number at the very end, after studioid=. This is your studio ID.

Switch back to the Emma tab and click the 'Connect and Sync' button next to MINDBODY.

In the next window that opens, paste your studio ID into the field and hit the button to activate.

 

On the next page, you'll choose the option to Activate Now.

 

Your MINDBODY account will open in a new tab and to the right, you'll see a green check mark letting you know you've successfully activated the integration.

 

Head back to the Emma tab where you clicked Activate Now, scroll to the bottom, and go forward by clicking Next: Login.

 

You'll be prompted to log in. After doing so, you'll be taken to the next step, where you'll map your groups.

Once you select the checkbox next to “All Clients” , the mapping dropdown will appear on the right. The Emma group you use should be dedicated to this integration. The group will get erased and repopulated each night during the sync, so if you manually add contacts to this group , they will be removed on the next sync.

Next, click on any of the field groupings to open that tab and see which fields are available. In addition to Client Profile fields, you should see groupings for Membership Info and Client Indexes.

 

Each drop down lists all your Emma fields. If you don't have a field in Emma yet, you can create a new one here by choosing the 'Add Field' option at the bottom of the list. Doing so will bring up the option to create a new field.

 

Once you've mapped all your data, move forward by scrolling to the bottom of the page and clicking Next: Terms of Use and Service.

Read through the terms and if you agree, check the box next to Yes and move forward to the Summary.

 

Review your settings. If you need to make any changes, click the option to “Edit import settings”. Otherwise, click the Activate Sync button.

 

If successful, you’ll be taken back to the Audience Connect section of the Manage Imports page and your MINDBODY connection will be listed as Active. From here, you can either run the sync by selecting 'Sync now' or you can edit your settings.

 

That's it!
The integration will sync once a day at midnight CST.

With your MINDBODY account now activated, you can begin targeting your contacts with all the great features of your Emma account.

Setting up client indexes in Emma

To set up client indexes, go to the field mapping screen in Audience Connect and map the indexes to the corresponding Emma fields. Then, you can create segments for each of the client index values you want to target.

An example: if you have a client index set up called “Primary Fitness Goal” and one of the available values is “Lose weight”, you would map the index to a field in Emma called “Fitness Goal” and create a segment where that field equals “Lose weight” (case sensitive) and name the segment “Clients who want to lose weight”.

Using segmentation with MINDBODY

Head here for instructions and use cases for creating segments based on data from MINDBODY.

Using automation with MINDBODY

You can use data from MINDBODY to trigger date-based automation workflow. Have a look at this article for instructions and use cases.

 

Have questions?
Head to our Emma for MINDBODY: FAQs.

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Last modified
09:31, 25 Apr 2017

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