With Digital Marketing Hub (DMH), you can create and send campaigns to your Mercury list. You can choose from one from our library of pre-designed templates (for Premium users) or create your own.
In this guide, we’ll show you the basics of creating and sending an email campaign to help you engage with your clients.
To get started:
1. Navigate to the “Campaigns” tab from the left-hand side menu.
2. Click on the “Create a campaign” button in the top right corner of the window.
3. Then, the “Campaign Type” page will appear. Here, you can name your campaign (E.g., add a title) and select the campaign type. We recommend using “Standard” for one-time bulk emails and choose the first option, which is ‘Start from scratch or with a template in the email designer’. Remember, the “Campaign Name” is for your reference only - your clients won’t see this.
Once you have named your campaign and selected the campaign type, click “Next” in the top right corner.
4. On the next screen, you’ll fill in the details for your campaign. However, please keep in mind that everything marked with a red asterisk (*) are mandatory.
Subject Line: The subject line is the first thing your clients will see when they receive your campaign. The subject line appears after the sender’s name in their inbox. Your subject line is crucial as it should grab your reader’s attention to open your email. If you would like to personalise your subject line, you can do so by clicking the lightning bolt icon and select the desired field from the dropdown menu. This will insert the variable for this field to pull the information from your Mercury CRM.
**Note, you can also add emojis to your subject line by clicking on the smile icon.
Pre-header Text (optional): Pre-header text, also known as “preview text”, appears in the inbox after the subject line. It is usually the first line of your email and helps give your readers a preview of what’s inside. While it is optional, we recommend adding pre-header text to further engage your audience.
From Name and From Email: These fields are automatically populated based on the last email campaign you sent. Before sending, review the sender details in the “From Name” and “From Email” fields.
**Note, campaign will be sent from the Relationship Manager assigned to the contact in Mercury CRM. If no Relationship Manager is assigned, it will be sent from the “Default Relationship Manager.
If you need to change the sender details in these fields, simply click the “lightning bolt” icon to edit or remove the personalisation.
Recipients Lists and Segmentation: Once you have completed the steps above, choose the recipients under the “Subscribed to lists” field by selecting the “Mercury” list. This list contains contacts synced from your Mercury CRM. When you select a list from this field, the count in the ‘Calculate recipients’ box on the right will update to reflect the total number of eligible contacts for the email campaign.
**Note, you can also segment the “Mercury” list to send your email campaign to a specific group. To do this, click the “Send to” field and click the “Send using custom conditions” button. This will trigger a pop-up window where you can set custom conditions using integrated Mercury CRM fields. If you are unsure which fields are integrated, you can review a full list here.
Selecting and Editing a Template: Once the mandatory fields have been completed, you can now select the template that you want to send to your clients. To do this, click the blue “Create with email designer” button. This will take you to the Campaign Templates library (available to Premium subscribers), where you can choose a pre-designed email template or start from scratch.
Once you have selected your email template, you will have the opportunity to make edits to the email. For detailed instructions on how to edit an email template, refer to our Wiki article here. <link for old Wiki>
Once you are happy with your email, click “Next” on the top right corner to go back to the Campaign Setup page. Alternatively, you can choose “Save and Exit” to leave the setup as a draft and come back to it later.
Scheduling your Campaign: On the main Campaign Setup page, you can choose to schedule your campaign for a future date and time. To do this:
Click the ‘Schedule’ button.
Select your preferred date and time.
Confirm by clicking "Set schedule”.
The “Send now” button at the top right will change to “Finish”, indicating your campaign is scheduled. However, you can still make changes to the schedule or remove it entirely before the send date and time.
Set Tracking and Automations: Before sending your email campaign, make sure to review the “Tracking and Automations” section. By default, Digital Marketing Hub enables the following tracking features:
Open/Read Tracking: Tracks who has opened your email and how many times.
Link Tracking: Tracks which links in your email were clicked and how often.
Optional tracking features:
Reply Tracking: This directs all replies to a single, centralised email address. If you prefer replies to go to the specific sender, leave this box unticked.
Google Analytics: This offers in-depth campaign performance reporting. You will need to manage this independently.
5. Lastly, review the Campaign Setup page before sending or scheduling your email:
Check your subject line, preheader text, and sender information are correct.
Check the list you are sending to.
Schedule your email campaign for a future date or send it immediately.
Check the desktop preview of your email (refer to next section).
Send a test email.
Review Spam check results.
With the Spam check, you will want to see a "Passed" Result. If you see an error, fix the issue in your email campaign before sending. Any result other than "Passed" may prevent your email campaign from reaching your client's inbox.
Once you have reviewed your campaign setup, we strongly recommend sending a test email to yourself:
Click the “Test and Preview” button in the top right corner.
Enter your email address and click “Send” to check what your email looks like when your clients receive it.
Alternatively, you can use the "Desktop preview” button for a quick preview of your email with your branding.
Sending and Saving your Email Campaign - Once you are happy with your email campaign setup and are ready to send > Click “Send now” to send it immediately or if you’ve scheduled the campaign, click “Finish” to confirm the schedule.
Alternatively, you can leave it as a draft by clicking on the “Save and Exit” to save your progress and come back later. Remember, you can always make changes to your draft before it’s sent out.
**Note, when you sending your campaigns, you may notice an additional header in your outgoing messages.
In Outlook the “From” section may display the name of your Digital Marketing Hub account, the mail server’s domain name, and the words “sent on behalf of”, followed by your sender email address.
In Gmail, you’ll see a similar message, but the wording is slightly different.
To remove the “sent on behalf of” text, you’ll need to set up the DKIM, DMARC and SPF for your sending domain. This will ensure that only your sender email address will appear in the “From” section if your email. For instructions on how to set up DKIM, DMARC and SPC, check our guide here. <link Wiki>