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.
Creating a new category in Mercury will also create a new tag in Active Campaign. This is useful to segment a group of contacts that you wish to send campaigns to or activate automations for.
How to create a new category in Mercury:
- You need Admin level access to manage categories.
- In the Admin tab select CRM Settings in the left panel and click on Manage Categories.
- Use the Plus and Cross icons to add and remove categories. Double click on a category to change the name.
- To assign contacts to the new category you have just created, which will be synced to Active Campaign, refer to our article assigning contacts to categories and select the new category you have created instead.