At Meritto, we’re constantly working behind the scenes to improve how institutions engage, enroll, and empower students and in our latest #illuminateByMeritto webinar, we pulled back the curtain on some of the most impactful enhancements yet.

We focused on features that give you more control, greater flexibility, and a better student experience. From streamlining how you handle inquiries to reimagining life on campus with Collexo Pixi, our unified student ID card, every upgrade is designed to make student recruitment and enrollment smarter, faster, and more seamless for educational organizations like yours.

Here’s a closer look at what’s new:

1. Use your existing Identity Provider to log in to Meritto

Data protection is crucial and our latest Okta SSO integration makes logging into the Meritto platform simpler and more secure. For institutions that rely on authentication, this update enables a unified login experience for their teams. With centralized authentication through a trusted system, users enjoy greater security and a smoother sign-in and no extra passwords needed.

2. Streamline marketing automation management with delete automation

We’ve introduced the Delete Automation feature to help users manage their automation listings more efficiently. Previously, users couldn’t delete paused, stopped, draft, or completed automations, but now they can with the delete permission enabled. Once deleted, automations cannot be restored. Users can delete one automation at a time or use bulk delete to remove up to 20 automations by filtering by status (Paused, Stopped, Draft, or Completed).

3. Manage your WABA with Meritto’s integration with Meta

We’re now an official Meta Tech Partner and with this there is better seamless WhatsApp Business (WABA) integration within Meritto CRM.

What you can do with the new integration:

Onboard new clients easily with Embedded Signup and configure WhatsApp Business right from the Meritto App Store.
Create message templates, send bulk communication, and manage WABA phone numbers from one place.
Monitor Quality Scores, Messaging Limits, and update business profiles within a refreshed UI.
Set up default replies and ECHO messages for automated lead communication.

4. Visualize and track each student’s conversion journey your way

The Conversion Funnel is an upgraded way to manage and track every step of the admissions journey. With customizable conversion stages for leads, opportunities, and applications, improved status mapping, and enhanced visibility through bulk updates, APIs, and UI changes, this feature helps teams act with greater clarity and control. For new CRM accounts, tracking is now powered via Opportunities, making conversions easier to monitor and manage.

5. Stay on top of critical student activities with the extended power of Zing

Zing Notifications offer real-time alerts for lead/application unassigned events and registration attempts on Web, App, and Email. With iOS support, teams get instant updates, faster response times, and higher conversions through timely multi-channel nudges.

6. Gain more control and flexibility in managing your SMS delivery for ongoing engagement

Gain better control over your SMS credits with automatic service pauses when your balance hits zero, optional manual pauses for transactional messages, and real-time alerts when your credit usage reaches set percentages or drops below defined limits which will help you prioritize and manage communication without disruptions.

7. Track enrollments along with leads in Meta ad campaigns

With Meta Offline Conversions, Meritto now lets you automatically sync offline events like inquiries, applications, enrollments, and payments directly with Facebook Ads. This ensures accurate attribution within Meta’s 90-day window, helps track campaign ROI effectively, eliminates manual uploads, and supports management of multiple ad accounts and Pixels, all in one centralized place.

8. Enabled advanced reporting and analytics with Amplify Reports

Amplify Reports now include performance visualizations for both Raw Data and Lead Manager dashboards, allowing users to view communication effectiveness and campaign insights with ease. This update also adds an exclusive ROI Report that tracks cost incurred per lead through different stages: generation, application, and enrollment thereby enabling better analysis of campaign investments and outcomes.

9. Verify documents accurately and accelerate students’ enrollments with DocVerify

DocVerify in Lead Manager enables flexible, multi-stage verification of uploaded documents tied to registration fields. Users can manage, preview, and match documents, update verification statuses with remarks, and track everything in one place. Leads are easily filtered by status: Verified, Not Verified, or Partially Verified for streamlined document handling.

10. Boost performance tracking with Echo Dashboard

The Echo Dashboard brings together email, SMS, and WhatsApp engagement into a unified view, making it easier to track, analyze, and act. You can view real-time conversation statuses like NIAA, Queued, and Picked; access user and team performance metrics including replies and turnaround times and measure lead engagement through conversion analytics and ROI insights, all with powerful filters and clickable summaries for fast, informed decision-making.

11. Manage student journeys and university partnerships for online degree programs with ease

Channel partners can now manage multiple university partnerships and student interests for online degree programs, all from one unified platform. With 360° enrollment and revenue visibility powered by robust APIs and a developer portal, partners can centralize lead management, accurate attribution, and streamline operations for scalable, revenue-driven growth.

12. Meet the newer, smarter, and unified student ID card, Pixi

Collexo Pixi simplifies student life by combining multiple cards into one smart, secure ID card. It serves as a student’s identity verification, campus access, payment method, and even a transit card. With this, students can manage their balances, make payments, and access transit with ease, all while earning rewards through exclusive perks.

The Collexo Pixi App allows students to effortlessly view balances, add funds, track transactions, set spending limits, and even lock or unlock their card. Whether managing day-to-day expenses or ensuring a smooth campus experience, it offers students full control over their card and finances.

Discover more about this revolutionary student ID card in our next #illuminateByMeritto webinar on April 24th and learn how institutions can transform campus life by enabling seamless payments, transit access, identity verification, and student engagement all through this all-in-one smart ID card. Here’s where you can register: Powering next-gen campus experiences with an all-in-one Student ID card, Pixi

13. Managing recurring payments just got simpler

Recurring Payments in Collexo simplifies installment-based fee collection by automating recurring tuition, subscription, or housing payments. It eliminates repetitive setup, supports customized schedules per student, and enables flexible, multi-installment payments thereby streamlining operations for institutions and offering a smoother experience for students.

14. Experience the enhanced power of Collexo Institute Portal Login

The Collexo Institute Portal has been enhanced with key security features, including the default implementation of Multi-Factor Authentication (MFA) for added protection. Users now verify their identity through multiple methods, such as passwords and email/device access. Additionally, the password reset process has been simplified, allowing authorized users to securely reset passwords directly within the portal, reducing reliance on support teams. These updates enhance security while ensuring a smooth and user-friendly experience.

15. Expanded gateways and currencies for seamless global fee collection

Accepting international payments is now easier than ever. With support for the Sampath Payment Gateway, institutions can now collect payments from students in Sri Lanka seamlessly. We’ve also added support for the Indonesian Rupiah, extending our multi-currency capabilities to help institutions accept payments from over 15 countries. Combined with integrations for Stripe, Paystack, and Khalti, this upgrade ensures smoother, faster transactions across regions, making geography no longer a barrier.

Ready to take the next step?

Every update in this edition of #illuminateByMeritto webinar was a reflection of our belief that innovation lies in the details. From simplifying tasks to enhancing student experiences, these updates are designed to give you more control, more flexibility, and a campus experience that’s smarter, simpler, and stronger.

Sound like a fit? Then schedule a call with one of our enrollment experts and see how our purpose-built solutions can lead you to enrollment excellence.

This week, we hosted a powerful conversation that couldn’t be more timely for higher ed professionals navigating the complex world of enrollment. The webinar, “Operating Enrollment at Peak Efficiency with a Data-Driven, Mission-Led Approach,” brought together campus leaders, enrollment strategists, and technology professionals to examine what it really takes to thrive in a fast-changing landscape.

Our featured guest, Dr. Cherise Y. Peters, Vice President for Enrollment Management and Student Life at Clark Atlanta University, shared the university’s extraordinary admissions journey — one that resulted in a record-breaking 46,000+ applications for just 1,200 freshmen seats. But the story wasn’t just about scale. It was about how Clark Atlanta University elevated academic quality, strengthened alignment with its mission, and streamlined operations without compromising care.

Here’s what unfolded during the session.

The challenges surrounding the US educational landscape

The webinar opened with a discussion on the current challenges enrollment teams are facing across the US. With shifting demographics, budget constraints, and heightened competition, institutions are expected to do more with less and do it faster. Attendees acknowledged the challenge: rising expectations and the admin workload.

Inside Clark Atlanta University’s enrollment strategy

The heart of the webinar was Dr. Peters’ in-depth look at how Clark Atlanta University approached their enrollment transformation. She took the audience step by step through the institution’s strategy, execution, and outcomes. What stood out immediately was how Clark Atlanta University centered its mission throughout the process. Every data point, system, and communication channel was designed not just for operational performance — but for purpose.

Here are a few highlights from her walkthrough:

A Data-informed foundation
Clark Atlanta University built a responsive system that tracked applicant behavior in real time. From inquiry to yield, the team used analytics to drive decisions, identify bottlenecks, and tailor communications to the individual student.
Segmented and personalized engagement at scale
With tens of thousands of applicants, personalization engagement was critical. Clark Atlanta University implemented a segmented outreach strategy, crafting journeys for different student types while maintaining a consistent and personalized voice aligned with the university’s values.
Automation where it matters the most
Automation was used to reduce manual tasks, speed up processing, and allow the admissions team to focus on high-impact interactions. Dr. Peters emphasized that automation should never replace human connection — it should support it.

Efficiency doesn’t mean losing your mission

One of the most resonant moments of the webinar came when Dr. Peters described the importance of staying rooted in the “why” — especially when enrollment pressures mount.

“We’re not just trying to fill seats. We’re building a community of students who shall in future reflect the legacy and the future of Clark Atlanta University.”

She spoke about the intentional work done to ensure every admitted student aligned not only with academic standards, but with Clark Atlanta University’s culture, mission, and purpose. That alignment, she noted, is what drives long-term student success — and institutional resilience.

What comes next

This webinar made it clear that enrollment success in today’s educational landscape requires a dual focus: operational precision and unwavering mission alignment.

If you missed the live session, the full insightful recording is available here. In the meantime, we invite you to reflect on your own approach: Are you building efficient systems that still make space for meaning? Are your strategies truly serving your mission? Because Clark Atlanta University has shown us, when those elements align, the results can be extraordinary. Schedule a demo today and join 1200+ institutions that are already using Meritto to scale their admissions efforts.

Table Tag: Enrollments

What’s new at Meritto: The quarterly roundup

Operating enrollment at peak efficiency with a data-driven, mission-led approach