Account Setup
How to Generate Access Keys?
Overview This article provides a comprehensive overview of how to generate access keys for the Developer Portal APIs. Users can generate two types of access keys: Partial Access Key: This key allows users to provide access to specific APIs, giving ...
All about CNAME Mapping
Overview- CNAME Records A CNAME (Canonical Name) record is used in DNS to create an alias for a domain. Unlike an A record, which points directly to an IP address, a CNAME record always points to another domain name. Think of it like a scavenger ...
How to configure lead profile tabs for Team(s) and User(s) ?
Overview Customize lead profiles efficiently using Lead Profile Tabs Visibility to Teams/Users, allowing you to assign tabs based on team and user, saving time compared to individual user customizations. Instead of navigating through unnecessary tabs ...
Configuring Check In/Check Out
Overview The Check-In/Check-Out feature in Meritto allows you to manage lead allocation efficiently based on counselor availability. By enabling this feature, leads, applications, or opportunities are assigned only to counselors who have checked in, ...
How to Integrate Lead/Application Allocation Quota?
Introduction In Meritto, optimizing user efficiency and productivity stands as a paramount objective. Amidst the massive flow of leads and applications, you may grapple with the challenge of ensuring equitable distribution while safeguarding against ...
Data Backup Checklist
Introduction To close the admission cycle and start up a new one, we need to purge the existing forms and the associated records. This purged data will be stored for benchmarking and more future comprehensive analysis. Following are the data modules ...
Steps to Configure SMS Sender ID
Introduction Sender ID plays a massive role in defining your identity to the targeted audience Sender ID is used to identify who the sender of the SMS is. It represents your brand/institute/company name distinguishing it from a million others. ...
Steps to Configure Email Sender Id
Overview Sender ID plays a massive role in defining the institutional identity of the targeted audience. An Email Sender ID is used to identify who the sender of the Email is. It represents your brand/Institute/company name, distinguishing it from a ...
Popular Articles
Lead Allocation in Meritto CRM
Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
Automation - An Overview
Overview Automation in Meritto CRM is a rule-based workflow that executes predefined actions when specific criteria are met. It enables you to streamline counselor allocation, multi-channel communication, lead scoring, and trigger webhooks by ...
All About MIO AI
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
About University Channel Partner CRM
Overview Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities ...
How to Create Communication Templates?
Overview Communication Template Creation in Meritto enables standardized messaging across multiple channels. Predefined Formats: Create templates for Email, SMS, WhatsApp, and more. Consistency in Messaging: Ensure uniform communication across all ...