How To’s

Webhook

• How to Configure Webhooks?
• Bulk Webhook Push

Users & Permissions

• Enhancing Security and User Experience with Azure

Prospecta

• How to Upload Raw Data?
• Raw Data Upload Logs
• Creating a Communication Template for Raw Data
• How to use Filters in Raw Data?
• How to Create Master Data?
• How to Show/Hide Master Data?

See all 8 articles

Leads

• Enable Searchbox for Dropdown Fields
• How to Update Data in Bulk?
• How to Update Data in Bulk?
• How to customize your Conversion Funnel?
• How to Upload a Single Lead?
• How to Upload Leads in Bulk?

See all 21 articles

Opportunities

• How to Configure Opportunity Status & Stages?
• How to Associate a Lead from Opportunity?
• How to View Lead Details on Opportunity?
• Opportunity Status and Stage Change from LM Profile
• Creating Opportunity from Inbound Calls
• How to Assign Opportunity Owner?

See all 8 articles

Communication

• WhatsApp Embedded Signup (Part 2): Managing Assets and Details
• WhatsApp Embedded Sign-up: What is it and how to proceed?
• How to send a Marketing Communication?
• CTA (Call-to-Action) Whitelisting Process for SMS: A Step-by-Step Guide
• How to Create Communication Templates?
• How to Create Subject Lines For Email Templates?

See all 19 articles

Registration Page

• How to Manage Registration Fields in Meritto CRM?
• How to create Marketing Page with Drag & Drop Template?
• How to Create a Landing Page using HTML builder?
• How to Restore Landing Page & Registration Page Templates?

FormDesk

• How to Extend the Application Form End Date in Meritto?

Applications

• How can we Track Applicant Activities?
• How to setup the Referral Connect
• Configuring Application Stages and Sub Stages
• How to Change Application Stage in Meritto?
• Steps to Edit Application on Meritto?
• Creating Document Template

See all 20 articles

Payments

• Steps to Configure Token Fee?
• How to record Offline Payment details in Collexo?
• Upload Fee Amount to Applicant Data in Collexo
• How to record Offline Payment details for Token Fee?
• Steps to create a Discount Coupon?
• How to check whether discount coupon is enabled, disabled or expired?

See all 10 articles

Post Application

• How to Download Data from Manage Exams ?
• Overview of Candidate Evaluation and Scoring
• How an Institute/College user can use Scorecard?
• How To revert Evaluated Data in Scorecard?
• Schedule Video Meetings - Zoom
• Schedule Video Meetings - Google Meet

See all 7 articles

QMS

• How to Revert on a Ticket/Query Raised by a Lead/Applicant?
• How to Re-assign the Query
• How to configure feedback score and sentiment?

Automations

• How to Create Marketing Automation?
• How to Extend the Marketing Automation End Date?

Integrations

• Meta Offline Conversion

Telephony

• Telephony Multi-Vendor

Connectors

• Integrating LinkedIn Lead Ad with Meritto through Zapier
• Integrating Facebook Lead Ad with NoPaperForms through Zapier
• Connecting Meta Lead Ad Form with Meritto
• Capturing Lead data via Facebook Lead Ad
• How to Integrate Post Application Data with NoPaperForms CRM?

ECHO

• How to send templates in Echo?

Mobile Application

• Meritto Mobile App Permissions
• Reset Password || Android Mobile App
• App Shortcuts
• Check-in & Check-out in Mobile App
• How to Enable In App Calling - Permissions

Reports and Dashboards

• Application Fields in Report Builder
• Admin Dashboard: How to Enable Dashlets?
• How to Build your custom reports on Telephony Data?
• How to Save Filter in Productivity Report | Counsellor Dashboard

Campaign Management

• How Does Campaign Grouping Impact Campaign Management?
• How To Manage Publishers/Referrers in Campaign Grouping?
• How To Manage Traffic Channels in Campaign Grouping?
• How to Track Downstream Conversions Against a Specific UTM Parameter?
• How can you identify the triggers of your Meritto Assets using Google Tag Manager?
• All About Data Layer and Ajax Listener

See all 11 articles

Calendar Pro

• How To Fetch Secret & Access Key For Institute?
• Deleting the Events - Calendar Pro