Before we delve in and start using the Digital Marketing Hub, it’s important that you understand a few key rules that we have learnt throughout our pilot period. During this time, brokers used the platform and as a result, set up our Hub to best cater to your needs.
Here’s what you need to know.
Golden Rule 1 : Mercury is your ‘source of truth’.
Regardless of your use of the Hub, Mercury remains your source of your truth, your CRM where you add and edit contacts. Please do not add or edit contacts in the Hub, as any changes you make will not be reflected in Mercury, and will be overwritten with changes from Mercury if the contact in Mercury is updated.
Golden Rule 2 : Understand how contacts are sent from Mercury to your Digital Marketing Hub
The contact data you add or change in Mercury will update the contacts in your Digital Marketing Hub in real time if they meet the following criteria:
- The DMH checkbox is ticked
- The contact has a valid email address and emails to that address have not bounced
- They are subscribed (The “No Email Marketing” checkbox is not ticked)
It is important to note 3 rules:
- Data only goes one way – from Mercury to the Digital Marketing Hub (see Rule #1). The only update information which comes back to Mercury is when a contact unsubscribes.
- No Email Marketing – once a contact is in the Hub, ticking No Email Marketing will not remove them from the Hub. They will be removed from any lists in the Hub, and then no further updates will occur until the No Email Marketing checkbox is un-ticked in Mercury
- Unique email addresses – Only 1 of each email address will come across from Mercury to the Hub. If the email address already exists in your Hub contacts, the new/additional contact in Mercury with that address will not be pushed across, nor will the existing Hub contact be updated.
Golden Rule 3 : Know how to use lists and protect your data in the Digital Marketing Hub
All contacts in the Hub must be subscribed to a list. When you open your Hub account, you will see there are 3 lists that already exist. These are:
- Mercury List - this list is made up of all your Active Contacts in Mercury. Please see rule number 2 above to see which criteria we use to determine who is active.
- Welcome List - this list is created post initial sync and includes any new contact added to your Mercury database who match the above criteria.
- Test List - this is a list of Connective staff who set up your account. It is used to test your creative assets.
If you create separate lists of contacts from outside Mercury: These contacts do not sync back into Mercury. It is also up to you to manage their unsubscribes and privacy as this is not something we can do from within Mercury, as they have come from another source.
Do not delete contacts from your Hub. Active Campaign cannot restore your lists and contacts, this is a technical limitation of the Active Campaign platform. The only option would be to re-push your contacts across from Mercury and you would need to manually rebuild any lists and automations you had previously set up.
Golden Rule 4 : Use your Relationship Manager field
The Relationship Manager field in your Mercury CRM allows you to determine who issues the communications; 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 Relationship Manager assigned to a customer.
The rule in place for ‘from’ works like this:
- If there is a Relationship Manager set in Mercury, the communications will come from them.
- If there is no Relationship Manager set, the communications sent on your behalf (i.e. the RBA announcement and eMag) will come from the “Default Relationship Manager”. The “Default Relationship Manager” is the person specified established during your sign-up process.
- When creating your own campaigns you need to ensure you set the default sender during the campaign set up.