Once your Digital Marketing Hub (DMH) account has been set up by our Helpdesk team, follow these four key steps to get started.
1. Clean your contact data in Mercury CRM
When we talk about contact data, we refer to all of your contacts' details in your Mercury CRM. Connective’s Digital Marketing Hub is fully integrated with Mercury, pulling across your client's data: their contact details, and associated opportunities and categories.
It is important you spend some time ensuring all customer and contact details are correct in the Mercury CRM. Please note that if you have contacts with the same email address, only one of these contacts will sync to Digital Marketing Hub.
2. Set your Relationship Managers in Mercury CRM
The Relationship Manager field in your Mercury CRM allows you to determine who the communication is sent from; e.g. what name displays in an email "From" field. This allows brokerages with multiple loan writers to maintain a personal touch, as emails are sent from the broker assigned to a customer.
The rule in place for ‘from’ works like this:
If there is a Relationship Manager set in Mercury, communications will be from them.
If there is no Relationship Manager set, the communication will come from the “Default Relationship Manager”. The “Default Relationship Manager” is the broker identity established during your signup process.
3. Register for SMS (Lite Touch and Premium Plan)
For those on the Lite Touch plan and Premium plan, one of the available categories is the birthday text message, which appears as 'MM - sms' under categories in Mercury CRM.
To activate this, please have your mobile number enabled via Mercury Nexus so your number will appear when a text is sent from Mercury and, most importantly, your contact can reply directly to you.
If you have not already registered for SMS, please follow the steps in this wiki: Register your mobile phone number in Mercury Nexus.
4. Assign contacts to the Digital Marketing Hub and categories
Once you have registered for SMS, cleaned your contact data, and assigned yourself as the Relationship Manager against your contacts, you can now assign your contacts to each of the categories you have available as part of your plan and then push the contacts across to your Digital Marketing Hub account.
If you opted for the Connective team to add your contacts to the Digital Marketing Hub categories on your signup form, then you’ll notice your contacts will have these categories and the DMH check box selected on their contact record.
Watch this video on how to assign your contacts to Digital Marketing Hub and categories.
Once you have completed these four steps, you are ready to start sending campaigns from the Connective Digital Marketing Hub!
The subscription plan you are on will determine which categories you see under the Categories section.
Plan | Categories that you can access and allocate to your clients |
Lite Touch
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Premium
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(Note: We no longer use My Marketing Tactics - this is not connected to Digital Marketing Hub in any way).
Note: When you assign an MM category to a contact, the DMH checkbox will automatically be selected on the contact’s record.
If you have any questions, email [email protected]