Getting started with Digital Marketing Hub

OK, we have received your subscription form and your brand assets…What happens now?

There are four key steps to get your Digital Marketing Hub ready.

	1. Clean Data
	2. Set your Relationship Managers
	3. Register for SMS
	4. Allocate Contacts to Categories

We’ve outlined each step with instructions later in this article.

Before we get started, you need to know…

Once we have processed your subscription, you will be able to access your Digital Marketing Hub from Mercury. In Mercury you will see the DMH option in your CRM toolbar:

The subscription plan you are on will determine which categories you see under the Categories section.

Regardless of the subscription plan you’re on, you will also notice a DMH check box which appears under the ‘No Email Marketing’ check box.

(Note: We no longer use My Marketing Tactics - this is not connected to Digital Marketing Hub in any way).

If you opted for the Connective team to add your contacts to the Digital Marketing Hub categories on your sign-up form, then you’ll notice your contacts will have these categories and the DMH check box selected on their contact record.

For those who opted to manage their contact’s category options themselves, you’ll need to add contacts to the ‘MM’ categories yourself (see instructions in step 4 below).

Note: When you assign an MM category to a contact, the DMH checkbox will automatically be selected on the contact’s record.

Let’s get started:

1. Clean the data in your Mercury CRM
   When we talk about data, we refer to all of your contact's 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.
   
   Once you are confident the data is correct, you can confidently send your contacts across to the Digital Marketing Hub by checking the DMH check box or assigning them to a MM category.

2. Set your Relationship Managers
   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 sign-up process.

3. Register for SMS (Lite Touch & Premium Plans)
   For those on Lite Touch or Premium plan, one of the available categories is a birthday text message, which appears as MM - sms under categories in Mercury.
   To activate this, please have your mobile number enabled via Mercury 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 these steps:
   1. In Mercury, go to Admin, then select My Details
   2. Select Register for SMS. A box will appear, and you just need to: enter your mobile number and request a verification password
   3. You will be sent a text message containing the verification number
   4. Enter verification number into the box, then click submit—and you are good to go. Please note, each Relationship Manager must register for SMS for the messages to be sent to their clients.

4. Allocate clients and prospects to MM categories
   Once you have registered for SMS, you are happy with your data and you have 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.
   
   There are two ways you can assign clients to Marketing Hub categories—by group, or individually. Click here for instructions and demonstrations on how to assign contacts to a category 

Once you have completed these four steps, you are ready to start sending campaigns from the Connective Digital Marketing Hub!

At our end, we have set up your brand assets (e.g. logo) in your Digital Marketing Hub account. These assets are personalised to each broker group to ensure your clients receive targeted messaging featuring your branding and signature.  

If you have any questions, please contact marketinghub@connective.com.au

Related articles:

Hub Spotlight Video - Sending an email campaign

How to segment your database

Customising Birthday SMS Template

Digital Marketing Hub Support Resources