Automations
Automations | Field Update | Set Calculations
Overview The Field Update Node now supports Field Calculations — a new capability that lets you perform real-time mathematical operations within automations. Until now, you could: Set Value → enter a fixed input (e.g., Region = East) Set Field Token ...
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 Dynamic Activity → ...
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 ...
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 ...