Assigning contacts to categories in Mercury

This article explains how to assign contacts to MM categories* in Mercury so they are identified in Digital Marketing Hub to receive desired communications such as RBA updates, eMag (Premium subscribers) and SMS messages.

Contacts can be assigned to a category in groups or individually.

How to assign a group of contacts:

1. From the Mercury home screen, click on the CRM tab
2. Click on ‘People’ from the left-hand menu
3. Highlight the individuals by holding down the ‘Ctrl’ button and selecting each person
4. Once the group of people have been highlighted, select ‘Categories’ from the toolbar at the top of the screen
5. A drop-down of actions will appear, select ‘Move All to…’ if to add everyone visible in the list or choose ‘Move Selected to…’ to only add those people who are highlighted
6. A new action window will appear with marketing category options to select. Select the category or categories you want to add this group of people to. For example ‘MM—rba’ for the monthly RBA announcement.
7. Select ‘Choose’

How to assign contacts individually:

Contacts can be assigned to Digital Marketing Hub categories by opening each individual contact. This takes longer, but the individual’s contact data can be reviewed and confirmed is up-to-date as well as the ‘Relationship Manager’ field at the same time (this determines who the communication is sent from. Find out how to manage the ‘Relationship Manager’ here).

1. From the Mercury home screen, click on the CRM tab
2. Select ‘People’ from the left-hand menu
3. Use the ‘Search’ field to look up the individual contact
4. Once the contact is located, double click on their name
5. On their contact page, see the ‘Categories’ section at the top-right
6. Select ‘View’, a new window will appear with marketing category options that can be selected (see below)
7. Select the categories to be assigned to this contact. In this example, the ‘MM—rba’ and ‘MM—sms’ boxes are ticked (see below)
8. Click ‘OK’ to confirm (see below).

TIP: To check contacts have been correctly assigned to the MM-eMag, MM-rba or MM-sms categories, select the relevant category folder under ‘Categories’ in Mercury and you will see a list of all contacts that have been assigned to the category (see image below).

*MM Categories are specific categories in Mercury for marketing and Digital Marketing Hub activity.

Related Articles:

Identify contacts not assigned to DMH or to categories