My Marketing - Adding People to a My Marketing Category

My Marketing categories are used to allocate which communications you wish to send to each client.

The categories available to you will vary depending on the Digital Marketing Hub plan you have chosen. If you do not have a Digital Marketing Hub Plan or have chosen the Digital Marketing Hub DIY plan which does not include the My Marketing content, the My Marketing categories will not be available in Mercury. 

If you would like to learn about the Digital Marketing Hub plans, see: Digital Marketing Hub Plans

You should also note: Although you are able to add, change and delete your own categories. My Marketing categories cannot be edited.

Adding People to a My Marketing category

1.  Open the People record and click Details in the left-hand panel.
2. Click View, and tick the appropriate checkboxes in the Categories window.
3. Click OK.
4. The My Marketing categories are displayed in the CRM tab. Click on My Marketing to see a list of people assigned to each My Marketing category.