Guide
Setting Up Automations in Mersal
Learn how to schedule one-time and recurring WhatsApp and SMS automations in Mersal: structure, schedule, and target the right contacts.
Automations send the right message at the right time — automatically. This guide shows how to build one in Mersal, from naming it to choosing who receives it.
What automations do
An automation schedules a WhatsApp or SMS message to send once or on a repeating cadence, to a targeted list of contacts — with no manual sending required.
Build an automation in three steps
- [object Object]
- [object Object]
- [object Object]
One-time vs. recurring
Use one-time for a launch or a single announcement. Use recurring for renewals, reminders and regular updates — monthly, quarterly, half-yearly, yearly or a custom cadence.
Targeting the right contacts
Send to an uploaded list, or filter your existing contacts by label and saved segments so each automation reaches exactly the right people.
Tip: Recurring automations re-evaluate your filters on each run, so new matching contacts are included automatically.
Key takeaways
- Automations schedule WhatsApp and SMS sends so you do not have to.
- Build in three steps: structure, schedule, data.
- Target by list, label, filters or uploaded data.
Frequently asked questions
Yes. Automations can be managed from the Automations screen at any time.
WhatsApp Business API and SMS — individually or together.
No. You pay only for the messages sent, passed through at cost.
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