How to send a Marketing Communication?

Introduction

Launching effective marketing campaigns is key to driving customer engagement and business growth. In this article, we’ll walk you through how to seamlessly create and initiate marketing campaigns using Merit to CRM, empowering you to reach the right audience with personalized messaging — all from a single, intuitive platform designed to streamline your marketing efforts.

Pre-Requisites

For ensuring that a user can send Marketing Communication like Email or SMS, or WhatsApp, it is important that the user has the following permissions enabled for themselves:

• For SMS, Allow Single SMS Communication and Allow Bulk SMS Communication.
• For Email - Allow Single Email Communication and Allow Bulk Email Communication.
• For WhatsApp - Bulk WhatsApp Business and WhatsApp Business.
• For Marketing Communication, we have both Single Lead Communication and Bulk Communication options. Hence, for this, Show Bulk Communication Action and Allow Single Communication Action.

Process Flow (Bulk and Single Communication)

1. Navigate to Lead Manager >> Manage Leads.
   
   
    
2. To initiate a campaign, select the leads and click on the three dots on the right-hand side, and select the Communicate option.
   
   
    
3. Select the option- Communicate from the pop-up.
4. The Bulk Communication Popup appears on the screen.
5. Next, depending on whether you want to initiate Communication for Email or SMS or WhatsApp, or even Amplify, the user can select any of the tabs and fill up the details as shown in the screenshot.
   Email:
   
   
   
   SMS:
   
   
   
   WhatsApp:
   
   
   
   Amplify:
   
   
6. After selecting the details like the Template, to whom it needs to be sent (Registered Lead or Alternate Mobile Numbers for SMS, WhatsApp, and Amplify), Campaign Name, and Campaign Types, etc., we then proceed to ensure that the template is ready to be sent to the leads.
7. Next, we also have some options like Scheduling and Fallback.
8. If the User wants to "Schedule" a campaign, they can do so by clicking on the "Clock" icon at the bottom left of the popup. Clicking on this will show the following details:
    
   
    
9. Select the date and time for scheduling. To cancel the same, click on the "Cancel" button.
10. If in case you want to have a "Fallback" method, then switch on the "Fallback" toggle as ON. With this, for any lead whose Alternate Number isn't available (If in case the Campaign needs to be sent to an Alternate Number), for such leads, the campaign will be sent to their Primary Mobile Number.
11. Click on the “Send Now” option to initiate the Campaign.
12. Upon successful creation of the Campaign, a success message appears at the top of the Bulk Message pop-up.
13. For a single Communication, a user needs to click on the Action icon against a single lead and select the "Communicate" option.

Note:

1. The process described in this article is for Lead Manager. A similar process is followed for Application Manager and Opportunity.
2. For Bulk Communication, at least more than one lead needs to be selected.
3. WhatsApp Click to Chat feature is only available for a Single WhatsApp Communication and not for Bulk Communication via WhatsApp.
4. While selecting Templates in the Communication pop-up, for Email/SMS/Amplify/WhatsApp, only the "Enabled" templates will be present in the Template selection dropdown. 

Conclusion 

Creating and launching marketing campaigns from the Meritto CRM is simple, structured, and highly effective. With built-in support for Email, SMS, WhatsApp, and Amplify, you can target leads individually or in bulk with personalized messaging — all while managing scheduling, fallback options, and delivery from one centralized platform. This empowers you to run impactful, timely campaigns that drive better engagement and conversions.