This article explains how to connect your Mindbody account to your Emma account.

The Mindbody integration imports contacts from your Mindbody account to your Emma audience on a nightly basis. It's a one-way sync where data is only being passed from Mindbody to Emma, so contacts in Mindbody will not be updated with any information from Emma, other than opt-outs. You can also pair it with our automation and segmenting tools, so that you can create email campaigns that strategically target your audience.

In this article Which contacts are eligible for the import? How to set up the Mindbody integration Map Mindbody client indexes Additional resources

Which contacts are eligible for the import?

Contacts must meet several criteria in Mindbody in order to be included in the nightly import. Those who do not meet all of the criteria below will not be included:

• They must be active.
• They must have a unique email address (if multiple contacts share an email address, they will only count as one contact in Emma).
• They must be subscribed to newsletters or promotions.
• They must have been modified in Mindbody within the last 18 months.

Contacts who are regularly interacting with your organization should automatically meet most of these criteria, as any action like attending a class, scheduling an appointment, or renewing their contract will update them in Mindbody. If a contact hasn’t been updated in the last 18 months, that means they haven’t attended a class, scheduled an appointment, renewed their contract, or taken any other action that would make a change in Mindbody in the last 1.5 years. Anyone who has been unengaged for that long shouldn’t be on your email list; it’s best to only send to engaged contacts, as this protects your sending reputation and complies with our Terms of Service.

Contacts who stop meeting the criteria above will no longer be included in the nightly import. However, they will not be removed from the Mindbody audience group in Emma. We recommend periodically emptying the Mindbody group in Emma and then manually clicking the Sync now button to run an import and return the current contacts to the group.

How to set up the Mindbody integration

Need to disconnect the legacy Mindbody (V5) integration first?

You can disconnect your legacy Mindbody integration by following the steps below. If you're working in a tiered account, you'll need to navigate to the appropriate subaccount first.

1. Click on the gear icon in the upper right corner of your screen.
2. Select Integrations from the dropdown menu.
3. Locate the Mindbody icon and click on the Revoke access button.

 

Create a group specifically for the Mindbody integration. Be sure that you do not manually import contacts to this group or connect it to a signup form; keeping it solely for the Mindbody integration will help prevent errors. You’ll also need to create any contact fields that you want to map as part of the integration. You can find a list of available fields here. Once you’ve made a group and contact fields, you can begin setting up the integration.

1. Navigate to your Audience tab.
2. Click on the Connect section in the panel on the left.

3. Click on the Connect Mindbody tile.

   

4. Open a new browser tab and log in to your Mindbody account using your business owner username (or corporate username if you have a franchise account).
5. Once you are logged in, pay attention to the URL in your address bar; it will look like this: https://clients.mindbodyonline.com/c...?studioid=####. Copy the number at the very end, after studioid=. This is your studio ID.

6. Return to Emma. In the Mindbody Site ID field, paste the the studio ID that you just copied. Then click on the Connect button.

   

7. On the next screen, click on the Activate button.

   

8. Your Mindbody account will open in a new tab.You should see a green checkmark letting you know you've successfully activated the integration.

   

9. Return to Emma and click on the Confirm connection button.

   

10. Another green checkmark will appear confirming that you are connected. Click on the Next button.

    

11. Select the Mindbody fields that you want to include in the sync. All available Mindbody client profile fields are listed on the left side of the screen. On the right side, there is a series of dropdown menus. Click each dropdown menu and choose the Emma field that you want to connect each Mindbody field to. You can leave some blank if you don’t want to map every field. Once you’ve mapped all the fields you want, click on the Next button.

    

12. Click on the Select group dropdown menu and choose the group that you created earlier specifically for the Mindbody integration.

    

13. Click on the Next button.
14. Check the Terms of service box and click on the Activate sync button.

You’ll return to the Connect page, where you can see the first Mindbody import in progress. After the first import is complete, you can return to this page to edit your settings, deactivate your integration, or manually run an import by clicking View executions and then clicking on the Sync now button in the pop-up window that appears.

Ⓘ	The integration will run an import once a day at midnight CT, or whenever you choose to run it manually.

Map Mindbody client indexes

Client indexes are unique to Mindbody and you can map the indexes to the corresponding Emma fields. Then, you can create segments for each of the client index values that you want to target.

For example, if you have a client index set up called Primary Fitness Goal and one of the available values is Run faster, you would map the index to a field in Emma called Fitness Goal and then create a segment where that field equals Run faster (case sensitive) and then name the segment Clients who want to run faster.

Additional resources

• Mindbody integration: Automation
• Mindbody integration: Frequently asked questions
• Mindbody integration: Segmentation