Introduction

Marketing Automation is a module designed by Meritto to help institutes nurture leads and enhance student enrollments effectively and efficiently across multiple channels, i.e. Email, SMS, and WhatsApp.

Start Date of Automation

The automation start date defines the stipulated date & time at which the automation will start catering to the leads in full swing. Further, once automation is published then the start date can't be edited.

End Date of Automation

The automation end date refers to the exact date & time when it will finish. Once the end date passes, the automation will be marked completed automatically. With that said, the end date can be reduced or extended at any point in time before the automation gets completed.

Here is a step-by-step process as to how we can extend the automation end date as per our requirements.

1. First, go to the Marketing section and choose "Manage Automation".
2. Afterward, you will see an entire list of Marketing automation for the institute.
3. Now, click on the three dots present against the automation you wish to extend and click on 'Edit Automation'.
4. On the right-hand side, click on the hamburger icon.
5. Now, the "Edit Automation Settings" panel will appear in front of you.
6. Next, click on the "End time" date picker field to see the calendar and select the date & time you want the automation to extend. and "Save and Publish" the configuration.

Your automation is now successfully re-published with the new extended date of automation.

Conclusion

Marketing Automation in Meritto enables institutes to streamline lead nurturing and boost enrollments across channels. With flexible start and end date configurations, you can easily manage automation timelines and extend them as needed to ensure campaigns run smoothly and effectively.