Once you complete the sign-up form, one of our team members will call you within a few days and confirm we have everything we need. We will then commence your Digital Marketing Hub set-up. This involves creating your account, setting up your brand and templates, and syncing your Digital Marketing Hub account with your Mercury CRM contacts and opportunities. Once this is complete, we will send you an email with instructions on how to access your account and how to use the platform.
How do I access the Digital Marketing Hub?
Step 1: Follow steps in activation email
Within 48 hours of our email alerting you that your Digital Marketing Hub has been set up, you will receive an email from Connective to create your password as follows.
Note: If you do not complete this step you will not be able to access your account.
Once you receive the email, click on the link to log into your Digital Marketing Hub and follow these steps:
- Click the Settings menu item (left-hand menu second from the bottom).
- Scroll down to the Password section.
- Enter your chosen password in the New Password box.
- Enter the new password again in the Repeat New Password box.
- Click Save Settings.
- Record your password somewhere as you will need it for the first time you log in to the Digital Marketing Hub via Mercury.
Step 2: Accessing the Digital Marketing Hub via Mercury
To access your Digital Marketing Hub account, log into Mercury and click on the Marketing Hub tile located on the left menu on the main dashboard.
The first time you do this you will need to input your account login details, then each time thereafter you’ll be logged in automatically!
Step 3: How do I use the Digital Marketing Hub?
In addition to face-to-face training provided by your BSM, the Wiki provides a comprehensive range of articles and videos to guide you on everything you need to know to use the Digital Marketing Hub successfully.
It’s a complete guide - from creating simple emails, to sophisticated marketing automation that engages your customers throughout their financial journey. Visit the main menu on the Wiki here to get started.