Automations
Automation Node: Field Update
Overview The Field Update Node in Automations now supports cross-record updates. You can update fields from one record type to another across: Lead → Opportunity Lead → Lead Opportunity → Opportunity Dynamic Activity → Lead This enhancement ensures ...
Opportunity Stage Change through Automation
Overview New Opportunity Stage Change action node is introduced within the automation. This enhancement allows users to automatically update the Opportunity Stage through automation, bringing the same level of flexibility that has long been available ...
New Activity Trigger Introduced for Lead and Opportunity Modules
Overview We’re excited to announce the launch of a new Activity Trigger within the automation system, now available for the Opportunity and Lead modules. This update introduces support for both Telephony Activities and Dynamic Activities, allowing ...
How to Create Marketing Automation?
Introduction: Marketing Automation is tool to streamline, automate and communicate which provides a personalized experience for students & accelerate students in their enrollment journey. So, let’s dive in to know more about how to create Marketing ...
How to Extend the Marketing Automation End Date?
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 ...
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 ...