Campaign Management
Understanding Publisher Panel in Meritto
An Overview for Educational Institutes The Publisher Panel in Meritto is a feature designed to give third-party lead partners (i.e. publishers/referrers) visibility into the leads they generate for an educational institute. However, this access is ...
Standard Operating Procedure | Subscription Update
Objective This SOP defines a a standardized and comprehensive process for managing any subscription upgrade/downgrade in the Meritto CRM that includes: METs Credit Top-ups New Feature/Addon/Limit Update Rate Updates – Email/SMS/WABA/PG/Niaa It ...
Publisher Panel Overview: A Comprehensive Guide for Publishers
Overview Imagine you're running a publishing agency, a third-party lead generation partner for educational institutes. Now, wouldn’t you want to know if the leads you're sending are actually converting? Well, welcome to the Publisher Panel by ...
Impact of Campaign Grouping on the Publisher Panel
“Campaign Grouping gives you control. But if you mess with source tag mappings, your partners fly blind.” What Is the Publisher Panel? The Publisher Panel is the restricted access dashboard designed for your external lead partners, aggregators, or ...
All About Publishers/Referrers in Campaign Grouping
Overview It helps your marketing team to scale admissions by knowing which partners worked and which didn’t. What is a Publisher/Referrer? A Publisher/Referrer in Meritto's Campaign Grouping is a group of sources — like utm_source — that helps you ...
Introducing Campaign Grouping
Overview Campaign Grouping lets you define how source values (utm_source) are mapped into publishers and traffic channels — all from your own settings, without Meritto’s help. Customize campaign logic to fit your marketing strategy with editable ...
Meta Offline Conversion
Overview Meta Offline Conversion is designed to help institutes track offline events, such as student enrollments and admissions, and link them back to Facebook ad campaigns. By integrating Meta’s Conversions API with Meritto, this feature enables ...
All about Channel Summary
Overview The Channel Summary in Meritto’s Campaign Manager provides an in-depth analysis of leads and applications generated from various traffic channels. It helps you track marketing performance, allocate budgets effectively, and calculate ROI ...
Campaign Management – An Overview
Overview Meritto’s Campaign Management System is designed to track, analyze, and manage marketing campaigns across various channels, including digital ads, social media, offline events, and telephony. It provides real-time insights into campaign ...
All about Mutually Exclusive Impact
Overview Mutually Exclusive Impact (MEI) is a powerful feature that helps you analyze your dependency on specific publishers or traffic channels. By measuring lead quality more granularly, MEI enables better decision-making regarding lead sources. ...
Difference in number of conversions between Google Ads and Meritto Reports
Overview Google Ads plays a crucial role in influencing conversions throughout the conversion funnel. Even if a lead ultimately converts through organic search or other channels (such as Social, Direct, or Referral), Google Ads attributes the ...
Difference in number of conversions between Facebook Ads and Meritto Reports
Overview When comparing conversion numbers between Facebook Ads and Meritto Reports, you may encounter discrepancies caused by differences in attribution models, tracking mechanisms, and data processing methods. Facebook Ads tracks conversions based ...
All about Course v/s Source
Overview The Course vs Source feature provides insights into the number of leads generated for each course based on their respective sources(such as Direct, Offline, Google Ads, Facebook Ads, etc.). It gives you a clear picture of lead distribution ...
All about Lead Disposition Summary
Overview The Lead Disposition Summary in Meritto CRM categorizes leads based on different lead stages and provides insights into the quality of leads from various traffic sources. This summary enables you to analyze lead performance, assess ...
How and why to create a URL with UTM Parameters?
Overview UTM (Urchin Tracking Module) parameters are essential for tracking the origin and performance of traffic entering your system. They help in efficiently categorizing sources such as Google Ads, Facebook Ads, email campaigns, and other digital ...
All about Campaign Name & Campaign Type
Overview Meritto's Campaign Name & Campaign Type feature enhances the efficiency of communications by enabling segmentation and tracking. By associating communications with specific campaigns, you can analyze their performance effectively within the ...
All About Traffic Channel & Its Importance
Overview The Traffic Channel serves as the entry point for a lead into the system. A lead (such as a student) has the option to enter at the Client's website through a designated path referred to as the Traffic Channel. In the system, these are ...
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 ...