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Getting Started

Meritto Made Easy Your Setup Starts Here!

Introduction to Meritto

  • All About Zendesk Customer Portal
  • Atlas: Your Guide to Enrollment Success

Setting Up Your Workspace

  • Show Data Permission
  • How the Activity format enhances Readability
  • User Management and Team Hierarchy
  • All about Viewing Teams and Hierarchy
  • How to Create New User in Meritto?
  • How to Create/Edit Team?
See all 12 articles

Account Setup

  • Check-In/Check-Out
  • Step-by-Step Guide to Creating an Access Key for the Developer Portal API

CRM

  • How to Configure Registration Attempts?
  • About University Channel Partner CRM
  • Lead Stages and Substages
  • How to Configuring Mobile and Email Verification Flow
  • How to Add Offline Source Tags?

Applications

  • Getting Started with Referral Connect

Communication

  • WhatsApp Business Account Policy & Compliances for Spam Reports
  • WhatsApp Templates Approval Guidelines
  • SMS Character Limit and Credit Consumption
  • DLT Registration for SMS Services Mandatory
  • Dynamic Tracking Code- Importance and Placement
  • DLT Header Registration Process on VILPower
See all 9 articles

Security

  • Meritto Data & Logs Retention Policy
  • Introducing Archival: Your New Data Management Solution

Company

  • About Us
  • Our Partners
  • Success Stories

Products

  • Education CRM
  • Application Automation
  • Niaa – The Education Chatbot

Resources

  • Academy by NoPaperForms
  • illuminate
  • Insights

Get in Touch

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