Email marketing can help you position yourself as a trusted adviser, not just promote offers. Regular communication keeps your brand front of mind and strengthens client relationships.
Mercury Nexus includes an email merge function that allows you to send the same email to multiple contacts in seconds.
Note
Emails sent via email merge are delivered through Connective’s mail server and will appear from:
[email protected]
Emails sent using the email merge will be sent via Connective's mail server and appear from [email protected]
Before you begin
Ensure your email signature (profile) is set up correctly.
Confirm your contact list is accurate and up to date.
Send the same email to multiple contacts
To create an email merge:
Open the CRM app.
Select People from the left-hand menu.
Highlight the People records you want to email.
To select multiple records:
Windows: Hold CTRL + Left click
Mac: Hold CMD + Left click
Note
To select contacts across multiple pages, keep the CTRL or CMD key pressed until your full selection is complete.
Click Merge from the top menu.
Select Email.
Choose Email Selected.
Click Next.
Important
Selecting Email All will send your email to all People records in your CRM.
Create or apply your email content
You can:
Create your email from scratch; or
Click Choose Email Template to apply an existing template.
Use the Insert Tag drop-down to personalise your message (e.g. First Name).
Tags will automatically populate with data from each recipient’s record.
Add attachments (optional)
To include attachments:
Go to the Attachments tab.
Click Upload to add a file from your computer; or
Click Attach to select a file from your Mercury library.
Review and send
Open the Recipients tab.
Review your contact list.
Click Merge.
Select Send Email.
We recommend sending a test email to yourself first to check formatting and personalisation.
Send an email to multiple lender BDMs
If you want to send a scenario query to multiple lender Business Development Managers (BDMs), follow these steps.
You cannot send bulk emails via the Research app.
Step 1: Create a BDM category
Create a Person category specifically for BDM contacts.
Step 2: Create or update BDM records
Create a People record for each lender BDM.
Assign the BDM category to each record.
Step 3: Filter and send
Filter your People list by the BDM category.
Select the filtered BDM records.
Send your email merge as outlined above.
Best practice tips
Segment your audience before sending bulk emails.
Avoid sending marketing emails to contacts who have opted out.
Use consistent branding and compliance disclosures.
Monitor engagement where possible.
Need help?
If you need help sending bulk emails from Mercury Nexus, contact your Partnership Manager or email [email protected].