We’re excited to bring you a new feature designed to enhance your ability to market to a broader range of clients. You can now sync up to 8 opportunities per contact to the Digital Marketing Hub (DMH), giving you more flexibility and reach in your campaigns.

What’s New?

• More Opportunities Per Contact: Moving forward, you’ll have 8 opportunity slots available for each contact synced to the DMH.
• Improved Marketing Potential: This enhancement allows you to present a wider array of tailored opportunities to your clients. Whether it’s for improved lead nurturing experiences or managing your post-settlement communication, you now have greater ability to achieve better outcomes for your clients.

How This Affects You

1. For New Contacts

For all new contacts synced to the DMH, 8 opportunity slots will be available automatically. You won’t need to take any extra steps—simply sync the contact, and all relevant opportunities (up to 8) will be included by default.

2. For Existing Contacts

For contacts that were synced to the DMH before this update, only 3 opportunity references will remain available by default. If you’d like to take advantage of the expanded 8-opportunity feature:

• Navigate to CRM → People.
• Filter contacts with DMH=true.
• Select the desired contacts.
• Re-sync them to the DMH to enable all 8 opportunity slots.

3. For Your DMH Automations

Any automations you currently have set up in DMH will continue to function as they do now.
If you wish to expand them to capture additional opportunities (4 through to 8), you will need to add new triggers to include these opportunities.
To learn how to manage your automations, please refer to our wiki: DMH Automations Wiki, or join one of our upcoming demo sessions to see it in action: Demo Sessions and Training Resources.

Why This Matters

• Broader Client Coverage: With 8 opportunity slots, you can better address the diverse needs of your clients.
• Stronger Marketing Campaigns: You’ll have more data at your fingertips to create impactful and targeted campaigns.
• Seamless Integration: The syncing process has been optimized to make it easy for you to update existing contacts or sync new ones.

This update gives you more control and versatility in managing your client relationships and marketing strategies.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team