The Relationship Manager field in Mercury allows you to determine who owns the relationship with that contact. The Relationship Manager will be pulled into the Digital Marketing Hub with the contact data and used when sending emails. This allows brokerages with multiple loan writers to maintain a personal touch, as emails are sent from the Relationship Manager that is assigned to them.
It is important to use the relationship manager field because if left empty, emails and SMS's will be sent from the default relationship manger who the contact may not know or recognise. If a contact has never spoken to the default relationship manager, they may unsubscribe or mark the email as spam which will effect your reporting and being able to market to them in the future.
To change the relationship manager simply follow these steps:
- Log in Mercury
- Select the CRM tab
- Search for the contact
- Open the contact record and select the Relationship Manager field. This will give you a choice of Relationship Managers in your company. Select the new relationship manager and then select Save & Exit.
- When you send an email campaign from your Digital Marketing Hub account, you will be asked for Sender Details. Make sure you select BrokerPrefferedFullName and BrokerEmail, this will esnure the email is sent form the contacts relationship manager.
- If you want to change the default relationship manager that was elected when your Digital Marketing Hub account was created please create a ticket by clicking on the Help icon in Mercury or send and email to firstname.lastname@example.org