Applications
CSV Mapping – Download Applicant Data in a Custom Format
Overview Create and manage CSV mappings to download applicant data in a custom format by selecting forms, fields, columns, and mapped values. What is the CSV Mapping feature? CSV Mapping enables admins to download applicant data in a customized file ...
How to Use the ‘Transfer Application’ Feature in Meritto
Overview The Transfer Application feature in Meritto allows users to move a submitted application from one application form or program to another. This is especially useful in cases where applicants have selected the wrong program or when internal ...
How can we Track Applicant Activities?
Overview In today’s data-driven admissions landscape, understanding and tracking applicant behavior is no longer a luxury—it's a necessity. For educational institutions striving to improve conversion rates and streamline admissions processes, keeping ...
How to setup the Referral Connect?
Overview In this article, we will explore how users can configure Referral Connect, how recommenders can utilize its features to submit evaluations seamlessly, and how institutional users can leverage the functionality to access and manage ...
How to Create Document Template?
Overview This article guides you through creating and managing Document Templates in Meritto. Document Templates are preformatted documents that can be displayed on the Applicant Dashboard or used internally by backend users. For more details, refer ...
How to Change the Application Stage in Meritto?
Overview In Meritto, the Application Stage helps categorize applicants based on their progress after payment. This allows you to track post-application statuses such as GD-PI Shortlisted, Offered, Merit-x, Enrolled, Withdrawn, etc. By default, the ...
How to Send Regular Communication to a Specific Lead/Application Segment?
Overview In Meritto, you can streamline your communication process by sending emails and SMS to specific groups of leads using Segments. Segments allow you to categorize leads based on defined criteria, ensuring that your messages reach the right ...
How to get Aadhar Authentication via Digilocker?
Overview In an age where speed and security are essential, simplifying document verification is key to creating a smooth application process. Digilocker’s Aadhaar verification offers a paperless, secure, and convenient solution, benefiting everyone ...
How to configure Doc Verify for the user ?
Introduction A crucial part of any admission process is document verification, which allows institutes to ensure that the information submitted by applicants is accurate and credible. This process also provides an opportunity to examine the ...
How to Use Filters in Application Management?
Overview Meritto provides Quick Filters and Advanced Filters to streamline application management, enabling users to slice and dice data to perform actions like downloading leads or sending communications(see list of bulk activities). Quick Filters ...
How to Manage Resubmission of Applications?
Overview Application resubmissions can be effectively managed through the Manage Resubmission page, enabling users to track and configure various resubmission rules and workflows. Edit Resubmission Dates Applicant Tracking eligible for resubmission ...
How to Delete Applications?
Overview Applications can be deleted individually or in bulk to remove unnecessary records and manage data efficiently. Single Application Deletion: Remove a specific application as needed. Bulk Deletion: Select and delete multiple applications at ...
How to Configure Application Stages and Sub Stages?
Overview Application Stages and Sub-Stages Configuration helps streamline applicant tracking by defining structured progress stages. Stage Customization: Set specific stages and sub-stages for better process management. Effort Prioritization: Focus ...
How to Upload Offline Applications?
Overview In cases where a student personally visits the campus and requests assistance in completing an application form, you can fill out the application on their behalf. This can be done either individually for each student or in bulk for multiple ...
How to Mark Offline Payment for Online Applications?
Overview This guide provides step-by-step instructions for marking offline payments for online applications in Meritto. Accurately recording offline payments ensures that the payment status is updated in the system, preventing discrepancies and ...
How to Download Applicant Documents in Bulk ?
Overview Applicant documents can be downloaded in bulk based on specific requirements. This allows you to efficiently manage multiple documents under multiple applications and organize applicant information. You can download applicant documents via: ...
How to Edit Application on Meritto?
Overview After an applicant submits their application form and the payment is successfully processed, they may lose the ability to edit their details. This restriction ensures data integrity and prevents unauthorized changes after submission. ...
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 ...
WhatsApp MM Lite Enablement via Meta Platform (Meritto Guide)
Overview Meritto uses Meta’s official WhatsApp Business API (WABA) onboarding and upgrade flow to ensure secure, compliant, and scalable WhatsApp communication for all clients. What Is MM Lite? MM Lite (Messaging Metrics Lite) is Meta’s latest ...
Application Manager - An Overview
Overview Meritto’s Application Manager is a platform designed to track and manage applications initiated by leads within the system. It provides real-time insights, customizable filters, and seamless communication tools to streamline the entire ...
Lead Manager - An Overview
Overview Meritto’s Lead Management System (LMS) is designed to centralize and streamline the entire lead lifecycle for educational institutions. It helps you capture, track, and nurture all the incoming leads and inquiries raised through various ...
PE-TM Chain Binding on DLT
Overview As per TRAI SMS guidelines, Principal Entity - Telemarketer (PE-TM) Binding is now mandatory for DLT-based SMS in India. Failure to complete this process will result in SMS delivery failures starting December 11, 2024. This article explains ...