My Marketing - Adding People to a My Marketing Category

Digital Marketing Hub 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 Person record.
2. Click Categories drop down and select categories.
3. 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.