How to Improve Your Email Deliverability 

On this help page, we will give you simple tips on how to improve the deliverability of your emails. 

Email deliverability refers to an email's ability to reach its recipients in their main inbox without being filtered or sent to a spam folder. It is a key factor in your marketing operations. 

Factors that influence email deliverability: 

• The quality of the sending email address (using a personalized, authenticated domain name with a good reputation) 

• The hygiene of your email address base (contact list) 

• The reputation of the IP addresses of the sending servers 

• The rate of Spam/Bounced emails 

• The possible presence of spam words 

1. Only Send Emails to People Who Have Agreed to Receive Them 

This is the foundation of good email deliverability. On MerwinSaaS, it is forbidden to import a contact list containing email addresses of contacts who have not authorized you to send them emails. It is forbidden to import contact lists bought on the Internet or scraped lists. Without explicit consent, your emails are more likely to be flagged as spam. 

2. Keep Your Open Rate Above 20% 

It's always nice to have a large email list, but if too many contacts stop opening your emails, it can affect deliverability. We recommend regularly deleting inactive contacts to ensure you only send emails to engaged contacts and keep your open rates high. 

On a weekly or bi-weekly basis, search for all contacts who have not engaged with your emails within the past 3 months and remove them. 

3. Authenticate the Domain Name Used to Send Emails 

It is important to use an authenticated domain name for sending emails. Receiving servers tend to reject or move to junk any emails that are not correctly authenticated. Refer to the article "How to Authenticate Your Domain Name for Email Sending" for the full procedure. 

How to Manually Clean Your Email List 

This guide will walk you through the process of cleaning your contact list by removing inactive, unsubscribed, and bounced email addresses. 

What you will need: 

• A MerwinSaaS account 

• A list of contacts 

Good email deliverability means your emails land in the inbox rather than the spam folder. Sending emails to non-existent recipients will lower your deliverability rate and can harm your sender reputation. We recommend aiming for a minimum open rate of 20%. 

1. Clean Your Email List by Deleting Inactive Contacts 

1. Go to the CRM tab in your account, then click on Contacts. 

2. Activate the Email activity filter, then choose a date from 1 month ago in the "No email opened or clicked since" field. 

3. Use the Contact state filter and select "Has not made any payment yet" to isolate non-customers. This helps preserve customer data for accounting purposes. 

4. You will now see all contacts who have not opened or clicked a link in your emails in the last month and who have never purchased anything from you. 

5. Select the entire list, then click Delete. 

2. Stop Sending Emails to Inactive Contacts 

For existing customers, unsubscribe them from emails rather than deleting their records — their purchase history is valuable. Follow these steps to stop sending emails to inactive contacts: 

6. Activate the Email activity filter and select a date from 1 month ago in the "No email opened or clicked since" field. 

7. Select all contacts, click More actions, then click Unsubscribe from all marketing emails. 

Note: You can also assign a tag to your list of inactive contacts and try to re-engage them with an email campaign. However, we advise against trying to re-engage contacts who have been inactive for a very long time. 

How to Improve the Deliverability of My Emails (Advanced Tips) 

In this article, we share advanced tips to improve the deliverability of your emails. These tips are for those already familiar with the concept of deliverability. 

The deliverability of your emails depends above all on your practices. We advise you to do 5 things: 

1. Use a personalized and authenticated domain name. 

2. Regularly clean your contact list of bounced contacts, unsubscribers, and especially those who no longer open your emails. 

3. Send emails only to people who have agreed to receive them. 

4. Understand the MerwinSaaS indicators in your emails. 

5. Analyze your statistics. 

1. Use a Personalized and Authenticated Domain Name 

Many receiving servers filter emails based on incoming streams using spam filters. Using an email address with a personalized domain name and authenticating it with our services gains you credibility with your contacts and improves your technical reputation with receiving servers. 

2. Clean Up Your Contact List Regularly 

It is essential to keep a close eye on your contact base. The explicit agreement of all contacts is a condition before importing them into MerwinSaaS. Contacts need to know they are on your mailing list and what content you will send them. We do not allow email addresses purchased or found on the internet. 

MerwinSaaS reserves the right to suspend the email function as well as block accounts for any behavior likely to harm the efficiency of the service. 

2.1 Remove Non-Existent Addresses 

There are 2 types of non-existent addresses: old email addresses that may have been closed or deleted, and misspelled email addresses (automatically deleted by our system). Use the Contact state filter to find contacts in "Bounced" status and delete them. 

2.2 Delete Inactive Addresses 

Inactive contacts cause your open rate to drop, directly impacting your reputation with email providers. You have 2 options: undertake a specific re-engagement campaign (only recommended if your list is segmented), or permanently remove these addresses using the filters in MerwinSaaS. 

2.3 Implement Double Opt-In 

When contacts register on a double opt-in page, they receive an email with a confirmation link. If they do not click within 24 hours, they are automatically removed. Benefits include preventing bots from remaining on your list and providing double confirmation of consent. 

3. Follow Good Emailing Practices 

3.1 Send Targeted Emails 

Good targeting means ensuring that the contacts on your list are interested in what you have to offer. Segment your contacts using TAGs to share content that matches their interests. Never send emails to contacts who have not permitted you. 

3.2 Take Care of Your Subject Lines 

The subject line is the first thing your prospects see. Follow these best practices: 

• Don't leave the subject empty 

• Avoid shocking, controversial words and capital letters 

• Limit special characters, such as exclamation marks and question marks 

• It is forbidden to use the identity of a third person or company 

• Use only one sender name per account/email address 

• Do not use link reducers (Bitly, TinyURL, etc.) in your emails 

• Use links to downloadable files instead of attachments 

3.3 Beware of Spam Words 

Spam detection by artificial intelligence has evolved significantly. Tools now analyze the context of the email, the number of occurrences of a word, its placement, and its spelling. Avoiding "spam words" is essential to prevent your message from being placed in the spam/junk folder. 

3.4 Make It Easy to Unsubscribe 

When a user receives an email they do not want, they will either unsubscribe, stop opening emails, or report as spam. Being regularly reported as spam will have a catastrophic effect on your deliverability. Unsubscribing is by far the best option for both parties. 

3.5 Sign Your Emails 

Add your name, brand name, and information in the footer of your email. If you are a company, include its name and a link to your website. It is also strongly recommended that all links in the email and the sending domain name point to the same accessible domain. 

4. Understand the Indicators in Your Emails 

With MerwinSaaS, users are divided into pools, each using a different set of IP addresses. The reputation of these IP addresses is one of the most important factors in ensuring email deliverability. 

Pool types: 

• Green pool: excellent statistics 

• Yellow pool: average statistics 

• Red pool: poor statistics 

• Quarantine pool: for new users with bad statistics 

• Gray pool: new users — moved to one of the four pools after sending at least 500 emails 

4.1 The Rules 

• Users are allocated to different groups every morning. 

• A user must use MerwinSaaS for at least 16 days to be placed in a pool other than the new user pool. 

• A user can only be moved from one pool to another after being in the current pool for at least 14 days and after sending a minimum number of emails (New User: 500, Quarantine: 1000, all others: 5000). 

4.2 Thresholds 

High risk: Open rate < 10%, Spam report 0.4%–1% (min 6), Bounce rate 1.8%–5% (min 30) 

Moderate risk: Open rate 10%–20%, Spam report 0.25%–0.4%, Bounce rate 0.7%–1.8% 

Low risk: Open rate > 20%, Spam report < 0.25%, Bounce rate < 0.7% 

Quarantine: Spam report > 1% OR Bounce rate > 5% (checked in last 24 hours) 

5. Analyze Your Email Statistics 

To ensure good deliverability, MerwinSaaS monitors user activity daily. Here are the key benchmarks: 

Bounce rate: < 0.5% = OK; 0.6%–1.9% = investigate; 2%+ = critical, contact support immediately. 

Spam reports: < 0.08% = OK; 0.08%–0.19% = find the cause; 0.2%+ = critical, contact support immediately. 

Open rate: 20%+ = good; 10%–20% = average; < 10% = you need to clean your contact list. 

How to Set Up a GDPR Compliant Cookie Banner 

In this article, you'll learn how to set up a GDPR-compliant cookie banner using an external tool. 

What you'll need: 

• A MerwinSaaS account 

• An external tool (e.g., Cookiebot at manage.cookiebot.com) 

Note: Cookiebot's free plan only allows you to add one domain name. 

Steps 

1. In the Domains tab, click the green Plus (+) button to add your domain name. 

2. Go to the Banner tab to customize the look and behavior of your cookie banner. Select your preferences and configure the Cookies consent method. 

3. In the Privacy Trigger tab, enable the Privacy Trigger, which will appear on all pages of your website and allow visitors to view and manage their consent. Configure its position and theme. 

4. The Declaration tab (paid users only) allows you to automatically display detailed cookie information. 

5. In the Content tab, describe the general purpose of your site's cookie use. Free plan users can only enter descriptions in one language. Paid plan users can add multiple languages and enable automatic language detection. 

6. In the Your scripts tab, you will find two code snippets: the first must be added to your site's header, and the second must be added as an HTML element on the specific page where you want the cookie declaration to appear. 

Important notes: 

• This solution also works for a blog. Simply add the header script to the Blog layout page and the banner will be applied to all blog posts and pages automatically. 

• The site suggested here is an example. There are many other tools you can use to set up a cookie banner. 

How to Create a Google Postmaster Tool Account for Your Domain 

To gain insights into your email performance on Gmail — such as delivery errors and spam reports — you need to create a Google Postmaster Tool (GPT) account, verify your domain, and grant our team access to your data. 

1. How to Create a GPT Account and Verify Your Domain 

To use the Google Postmaster Tool, you must have a Google Account. Once logged in, go to the Google Postmaster Tools dashboard (postmaster.google.com). From the dashboard, scroll to the bottom right and click Add. Enter the domain to verify, then click Next. 

A. Add a TXT Record 

1. Copy the TXT record value from the popup. 

2. In your hosting provider's DNS settings, select TXT from the record type dropdown. 

3. In the TXT value field, paste the verification code you copied. 

4. Click Add record to save, then click Validate in your GPT account to complete domain verification. 

B. If You Encounter Issues — Add a CNAME Record Instead 

5. Enter your domain name and click Next, then click on "Adding a CNAME record." 

6. Create a CNAME-type record in your hosting provider's DNS zone using the Host and Target information that was generated. 

7. Insert the CNAME Label/Host into the Name field and the CNAME Destination/Target into the Content field. For the name field, only copy what comes before the domain name. 

8. Once the CNAME record is added, go back to Postmaster Tools and click Validate. 

2. How to Grant MerwinSaaS Access to Your GPT Data 

To allow our team to analyze your deliverability, you must add us as a user for each domain: 

9. Sign in to Postmaster Tool. 

10. Click on the 3 dots, then click Manage Users. 

11. Click the + button in the bottom-right corner, then in the popup menu, enter the email address: customers-gpt@merwinsaas.com 

How to Authenticate Your Domain Name on GoDaddy 

In this article, you will learn how to set up authentication for your domain name on GoDaddy. 

What you will need: 

• A MerwinSaaS account 

• A domain name on GoDaddy 

Case 1: Sending Emails via MerwinSaaS 

Step 1: Log In to Your MerwinSaaS Account 

1. Hover over your profile picture and click on Settings, then Emails. 

2. Go to the Domains section, then click the link labeled: "Click here to authenticate your domain and display its information in your email header, which will help improve your email delivery rates." 

3. In the popup that appears, enter your domain name (without the "www"), then click Save to generate three CNAME records and one TXT record. 

4. To display the list of DNS records, refresh the page and click the eye icon. You will see three CNAMEs and one TXT (DMARC) record that must be added to authenticate your domain. 

IMPORTANT: 

5. Authentication of a domain name is mandatory to send emails from MerwinSaaS. 

6. The domain you want to authenticate must have an active website linked to it. If the domain leads to a 404 error page, email providers may block your emails. 

7. You cannot authenticate domains from personal email providers (e.g., Gmail, Yahoo, ProtonMail). Only custom domains can be authenticated. 

Step 2: On Your GoDaddy Account 

Log in to your GoDaddy account and add the provided CNAME records to your domain's DNS zone. 

Note: If you encounter any difficulties, please contact your host's support team for guidance. 

8. Once logged in, select the domain you want to authenticate, click on DNS records, then click Add new record. 

9. Select the CNAME option for adding the first three records. 

10. In the Name field, paste the value from MerwinSaaS. Important: Enter only the part before your domain name (e.g., if the value is si942517.yourdomain.com, enter only si942517). 

11. In the Value field, paste the value provided by MerwinSaaS and append a period (.) to the end. 

The records should look like this in your DNS zone (these values are examples): 

Name: si942517     Value: inbound.merwinsaas. 

Name: merwinsaas1._domainkey     Value: key1.merwinsaas. 

Name: merwinsaas2._domainkey     Value: key2.merwinsaas. 

Click Save to validate. Repeat this process for all three CNAME records. 

12. Select the TXT option for adding the DMARC record. 

13. Return to the list of records in MerwinSaaS to copy the generated TXT record. Add it as follows: 

Name: _dmarc 

Value: v=DMARC1; p=none; rua=mailto:your@email.com 

14. Click Save to validate. 

15. Verify your CNAME records at dnschecker.org — a green check next to each means successful authentication. If any appear red, check your DNS settings for errors and contact support with a screenshot. 

16. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

IMPORTANT: To send emails using your authenticated domain, you must confirm the sender email address associated with that domain. 

Case 2: Using Your Own SendGrid Account 

If you are using your own SendGrid account and not MerwinSaaS's autoresponder, contact SendGrid support for instructions on authenticating your  domain to improve deliverability. 

How to Authenticate Your Domain Name on Namecheap 

This article explains how to set up authentication for your domain name on Namecheap. 

What you will need: 

• A MerwinSaaS account 

• A domain name on Namecheap 

Case 1: Sending Emails via MerwinSaaS 

Step 1: Log In to Your MerwinSaaS Account 

1. Hover over your profile picture and click on Settings, then Emails. 

2. Go to the Domains section, then click the link labeled: "Click here to authenticate your domain and display its information in your email header, which will help improve your email delivery rates." 

3. In the popup that appears, enter your domain name (without the "www"), then click Save to generate three CNAME records and one TXT record. 

4. To display the list of DNS records, refresh the page and click the eye icon. You will see three CNAMEs and one TXT (DMARC) record that must be added to authenticate your domain. 

IMPORTANT: 

5. Authentication of a domain name is mandatory to send emails from MerwinSaaS. 

6. The domain you want to authenticate must have an active website linked to it. If the domain leads to a 404 error page, email providers may block your emails. 

7. You cannot authenticate domains from personal email providers (e.g., Gmail, Yahoo, ProtonMail). Only custom domains can be authenticated. 

Step 2: On Your Namecheap Account 

Log in to your Namecheap account and add the provided CNAME records to your domain's DNS zone. 

Note: If you encounter any difficulties, please contact your host's support team for guidance. 

8. Once logged in, select the domain you want to authenticate, then click on Advanced DNS, then Add new record. 

9. Select the CNAME option for adding the first three records. 

10. In the Host field, paste the value from MerwinSaaS. Important: Enter only the part before your domain name (e.g., if the value is si942517.yourdomain.com, enter only si942517). 

11. In the Value field, paste the value provided by MerwinSaaS and append a period (.) to the end. 

The records should look like this in your DNS zone (these values are examples): 

Name: si942517     Value: inbound.merwinsaas. 

Name: merwinsaas1._domainkey     Value: key1.merwinsaas. 

Name: merwinsaas2._domainkey     Value: key2.merwinsaas. 

Click the green validation icon to validate. Repeat this process for all three CNAME records. 

12. Select the TXT option for adding the DMARC record. 

13. Return to the list of records in MerwinSaaS to copy the generated TXT record. Add it as follows: 

Name: _dmarc 

Value: v=DMARC1; p=none; rua=mailto:your@email.com 

14. Click the green validation icon to validate. 

15. Verify your CNAME records at dnschecker.org — a green check next to each means successful authentication. If any appear red, check your DNS settings for errors and contact support with a screenshot. 

16. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

IMPORTANT: To send emails using your authenticated domain, you must confirm the sender email address associated with that domain. 

Case 2: Using Your Own SendGrid Account 

If you are using your own SendGrid account and not MerwinSaaS's autoresponder, contact SendGrid support for instructions on authenticating your  domain to improve deliverability. 

How to Authenticate Your Domain Name on Cloudflare 

This article explains how to authenticate your domain name on Cloudflare. 

What you will need: 

• A MerwinSaaS account 

• A domain name on Cloudflare 

Case 1: Sending Emails via MerwinSaaS 

Step 1: Log In to Your MerwinSaaS Account 

1. Hover over your profile picture and click on Settings, then Emails. 

2. Go to the Domains section, then click the link labeled: "Click here to authenticate your domain and display its information in your email header, which will help improve your email delivery rates." 

3. In the popup that appears, enter your domain name (without the "www"), then click Save to generate three CNAME records and one TXT record. 

4. To display the list of DNS records, refresh the page and click the eye icon. You will see three CNAMEs and one TXT (DMARC) record that must be added to authenticate your domain. 

IMPORTANT: 

5. Authentication of a domain name is mandatory to send emails from MerwinSaaS. 

6. The domain you want to authenticate must have an active website linked to it. If the domain leads to a 404 error page, email providers may block your emails. 

7. You cannot authenticate domains from personal email providers (e.g., Gmail, Yahoo, ProtonMail). Only custom domains can be authenticated. 

Step 2: On Your Cloudflare Account 

Log in to your Cloudflare account and add the provided CNAME records to your domain's DNS zone. 

Note: If you encounter any difficulties, please contact your host's support team for guidance. 

8. Once logged in, select the domain you want to authenticate, then click on Records in the DNS tab, then click Add record. 

9. Select the CNAME option for adding the first three records. 

10. In the Name field, paste the value from MerwinSaaS. Important: Enter only the part before your domain name (e.g., if the value is si942517.yourdomain.com, enter only si942517). 

11. In the Target (or Content) field, paste the value provided by MerwinSaaS and append a period (.) to the end. 

The records should look like this in your DNS zone (these values are examples): 

Name: si942517     Value: inbound.merwinsaas. 

Name: merwinsaas1._domainkey     Value: key1.merwinsaas. 

Name: merwinsaas2._domainkey     Value: key2.merwinsaas. 

Click Save to validate. Repeat this process for all three CNAME records. 

12. Select the TXT option for adding the DMARC record. 

13. Return to the list of records in MerwinSaaS to copy the generated TXT record. Add it as follows: 

Name: _dmarc 

Value: v=DMARC1; p=none; rua=mailto:your@email.com 

14. Click Save to validate. 

15. Verify your CNAME records at dnschecker.org — a green check next to each means successful authentication. If any appear red, check your DNS settings for errors and contact support with a screenshot. 

16. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

IMPORTANT: To send emails using your authenticated domain, you must confirm the sender email address associated with that domain. 

Case 2: Using Your Own SendGrid Account 

If you are using your own SendGrid account and not MerwinSaaS's autoresponder, contact SendGrid support for instructions on authenticating your  domain to improve deliverability. 

Note: In Cloudflare, you do not need to append a period (.) to the end of CNAME values. 

How to Authenticate Your Domain Name on Infomaniak 

This article explains how to set up the authentication of your domain name on Infomaniak. 

What you will need: 

• A MerwinSaaS account 

• A domain name on Infomaniak 

Case 1: Sending Emails via MerwinSaaS 

Step 1: Log In to Your MerwinSaaS Account 

1. Hover over your profile picture and click on Settings, then Emails. 

2. Go to the Domains section, then click the link labeled: "Click here to authenticate your domain and display its information in your email header, which will help improve your email delivery rates." 

3. In the popup that appears, enter your domain name (without the "www"), then click Save to generate three CNAME records and one TXT record. 

4. To display the list of DNS records, refresh the page and click the eye icon. You will see three CNAMEs and one TXT (DMARC) record that must be added to authenticate your domain. 

IMPORTANT: 

5. Authentication of a domain name is mandatory to send emails from MerwinSaaS. 

6. The domain you want to authenticate must have an active website linked to it. If the domain leads to a 404 error page, email providers may block your emails. 

7. You cannot authenticate domains from personal email providers (e.g., Gmail, Yahoo, ProtonMail). Only custom domains can be authenticated. 

Step 2: On Your Infomaniak Account 

Log in to your Infomaniak account and add the provided CNAME records to your domain's DNS zone. 

Note: If you encounter any difficulties, please contact your host's support team for guidance. 

8. Once logged in, select the domain you want to authenticate, then click on DNS zone, then Add a record. 

9. Select the CNAME option for adding the first three records. 

10. In the Source field, paste the value from MerwinSaaS. Important: Enter only the part before your domain name (e.g., if the value is si942517.yourdomain.com, enter only si942517). 

11. In the Target field, paste the value provided by MerwinSaaS and append a period (.) to the end. 

The records should look like this in your DNS zone (these values are examples): 

Name: si942517     Value: inbound.merwinsaas. 

Name: merwinsaas1._domainkey     Value: key1.merwinsaas. 

Name: merwinsaas2._domainkey     Value: key2.merwinsaas. 

Click Save to validate. Repeat this process for all three CNAME records. 

12. Select the TXT option for adding the DMARC record. 

13. Return to the list of records in MerwinSaaS to copy the generated TXT record. Add it as follows: 

Name: _dmarc 

Value: v=DMARC1; p=none; rua=mailto:your@email.com 

14. Click Save to validate. 

15. Verify your CNAME records at dnschecker.org — a green check next to each means successful authentication. If any appear red, check your DNS settings for errors and contact support with a screenshot. 

16. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

IMPORTANT: To send emails using your authenticated domain, you must confirm the sender email address associated with that domain. 

Case 2: Using Your Own SendGrid Account 

If you are using your own SendGrid account and not MerwinSaaS's autoresponder, contact SendGrid support for instructions on authenticating your  domain to improve deliverability. 

How to Authenticate Your Domain Name on Hostinger 

In this article, you will learn how to set up authentication for your domain name on Hostinger. 

What you will need: 

• A MerwinSaaS account 

• A domain name on Hostinger 

Case 1: Sending Emails via MerwinSaaS 

Step 1: Log In to Your MerwinSaaS Account 

1. Hover over your profile picture and click on Settings, then Emails. 

2. Go to the Domains section, then click the link labeled: "Click here to authenticate your domain and display its information in your email header, which will help improve your email delivery rates." 

3. In the popup that appears, enter your domain name (without the "www"), then click Save to generate three CNAME records and one TXT record. 

4. To display the list of DNS records, refresh the page and click the eye icon. You will see three CNAMEs and one TXT (DMARC) record that must be added to authenticate your domain. 

IMPORTANT: 

5. Authentication of a domain name is mandatory to send emails from MerwinSaaS. 

6. The domain you want to authenticate must have an active website linked to it. If the domain leads to a 404 error page, email providers may block your emails. 

7. You cannot authenticate domains from personal email providers (e.g., Gmail, Yahoo, ProtonMail). Only custom domains can be authenticated. 

Step 2: On Your Hostinger Account 

Log in to your Hostinger account and add the provided CNAME records to your domain's DNS zone. 

Note: If you encounter any difficulties, please contact your host's support team for guidance. 

8. Once logged in, select the domain you want to authenticate, then click on DNS / Nameservers, then DNS records. 

9. Select the CNAME option for adding the first three records. 

10. In the Name field, paste the value from MerwinSaaS. Important: Enter only the part before your domain name (e.g., if the value is si942517.yourdomain.com, enter only si942517). 

11. In the Target field, paste the value provided by MerwinSaaS and append a period (.) to the end. 

The records should look like this in your DNS zone (these values are examples): 

Name: si942517     Value: inbound.merwinsaas. 

Name: merwinsaas1._domainkey     Value: key1.merwinsaas. 

Name: merwinsaas2._domainkey     Value: key2.merwinsaas. 

Click Add record to validate. Repeat this process for all three CNAME records. 

12. Select the TXT option for adding the DMARC record. 

13. Return to the list of records in MerwinSaaS to copy the generated TXT record. Add it as follows: 

Name: _dmarc 

Value: v=DMARC1; p=none; rua=mailto:your@email.com 

14. Click Add record to validate. 

15. Verify your CNAME records at dnschecker.org — a green check next to each means successful authentication. If any appear red, check your DNS settings for errors and contact support with a screenshot. 

16. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

IMPORTANT: To send emails using your authenticated domain, you must confirm the sender email address associated with that domain. 

Case 2: Using Your Own SendGrid Account 

If you are using your own SendGrid account and not MerwinSaaS's autoresponder, contact SendGrid support for instructions on authenticating your  domain to improve deliverability. 

How to integrate PayPal with MerwinSaaS 

Connect your PayPal Business account to MerwinSaaS to accept payments via PayPal on your order forms. 

Prerequisites 

To get started, you will need a MerwinSaaS account and a PayPal Business account. If you have a Personal account, you can convert it to a Business account for free. 

Connecting your PayPal account 

1. 1. From your MerwinSaaS dashboard, click on your profile picture and select Settings. 

2. 2. Click on Payment Gateways in the left-hand menu. 

3. 3. Click Connect for the PayPal option. 

4. 4. A new tab will open prompting you to log in to PayPal. Authorize MerwinSaaS to connect to your account by clicking Allow. 

5. 5. Click Return to MerwinSaaS once the connection is confirmed. 

Note: To process payments through PayPal, you must include the Email, First Name, and Last Name fields on all order forms. 

Configuring PayPal IPNs 

Instant Payment Notifications (IPN) allow MerwinSaaS to receive automatic status updates for your payments. 

6. 1. Sign in to PayPal, go to Account Settings, and find Notifications. 

7. 2. Update the Instant Payment Notification section. 

8. 3. Enter the following Notification URL: https://MerwinSaaS/payment/webhook/listening-paypal 

9. 4. Select 'Receive IPN messages (Enabled)' and save changes. 

How to connect your Stripe account to MerwinSaaS 

Integrate your Stripe account with MerwinSaaS to process credit card payments directly on your funnels. 

Prerequisites 

You will need a MerwinSaaS account and an active Stripe account. 

Connection Steps 

10. 1. Click on your profile picture and select Settings. 

11. 2. Navigate to Payment Gateways in the left sidebar. 

12. 3. Click Connect for the Stripe option. 

13. 4. You will be redirected to Stripe to log in and select your business profile. 

14. 5. Verify your information and click Authorize access to this account. 

15. 6. You will be redirected back to MerwinSaaS to finalize the connection. 

Note: For Stripe to function correctly, the Email and First Name fields are mandatory on your payment pages. 

How to set up cash on delivery payment on MerwinSaaS 

Learn how to offer Cash on Delivery (C.O.D.) as a payment option for your physical products. 

Configuring the payment gateway 

16. 1. In MerwinSaaS, go to Settings and then Payment Gateways. 

17. 2. Find Cash on delivery and click Connect. 

18. 3. Add any specific instructions for the customer and click Save. 

Activating for your funnel 

19. 1. Open your sales funnel and go to the Funnel Settings. 

20. 2. Check the box for 'Cash on delivery payment'. 

21. 3. Click Save to confirm the changes. 

Important Notes 

Cash on Delivery is exclusively available for physical product offers. You can edit the customer instructions or delete the integration at any time from the payment gateway settings. 

How to integrate Razorpay with MerwinSaaS 

A complete guide to integrating the Razorpay gateway with your MerwinSaaS account. 

Setup and configuration 

22. 1. Go to Settings and then Payment Gateways. 

23. 2. Locate Razorpay and click Connect. 

24. 3. You will need to enter your Razorpay API keys. 

Generating API keys 

25. 1. Log in to your Razorpay dashboard and navigate to Settings. 

26. 2. Go to Websites & API Keys and generate your API Key ID and Secret. 

27. 3. Paste these into the MerwinSaaS configuration window. 

Configuring Webhooks 

28. 1. Copy the webhook URL and secret provided in your MerwinSaaS Razorpay settings. 

29. 2. In Razorpay, go to Settings -> Webhooks and click Add new webhook. 

30. 3. Paste the URL and secret, and select the required events to track transactions. 

Note: Razorpay requires Email, First name, Last name, and Phone number fields on your order forms to work correctly. 

How to receive invoices automatically 

Adjust your notification settings to receive your MerwinSaaS subscription invoices via email. 

Overview 

By default, MerwinSaaS sends invoices to the customer's registered company. You can opt to receive these invoices in your personal inbox. 

Notification Settings 

31. 1. Log in to MerwinSaaS and go to Settings. 

32. 2. Click on Notifications in the menu. 

33. 3. Scroll to the 'My subscription invoices' section. 

34. 4. Check the box for the specific subscription plans for which you want to receive invoices (e.g., MerwinSaaS Unlimited plan). 

How to send an invoice to a client 

Find and deliver individual invoices to your customers from the sales dashboard. 

Locating Transactions 

35. 1. Navigate to the Sales tab and select Transactions. 

36. 2. Use the filters on the left (Customer email, Date range, or Price plan) to find the specific sale. 

37. 3. Click Filter to refresh the list. 

Sending Invoices 

38. 1. In the list of results, click the three dots next to the transaction. 

39. 2. Select 'Send invoice to customer' from the dropdown menu. 

40. 3. To send multiple invoices, repeat this for each transaction or use the 'Export' feature to get all invoices as a batch. 

How to integrate Secure and Pay with MerwinSaaS 

Connect Secure and Pay to process high-security payments on MerwinSaaS. 

Connection Steps 

41. 1. Go to Settings and then Payment Gateways. 

42. 2. Click Connect for the Secure and Pay option. 

Webhook Configuration 

43. 1. A popup will display an auto-generated webhook URL. Copy this URL. 

44. 2. Contact Secure and Pay support and provide this URL so they can generate your account credentials. 

Finalizing Integration 

45. 1. Once you receive your Site ID and API Secret Key (labeled as Password in the email), return to MerwinSaaS. 

46. 2. Enter the credentials into the configuration popup and click Save. 

Note: Mandatory fields include Email, First Name, and Last Name. Currently, Secure and Pay supports USD, EUR, and GBP. 

How to add the order summary to the 'Thank You' page 

Guide on adding a detailed summary of a purchase to your funnel's post-checkout page. 

Adding a Thank You Page 

47. 1. Add a new step to your sales funnel. 

48. 2. Select 'Thank You page' from the Sales category and choose a template. 

Using the Editor 

49. 1. Click Edit page to open the funnel editor. 

50. 2. From the elements panel on the left, find the 'Order Summary' element. 

51. 3. Drag and drop it onto the page where you want the details to appear. 

Important Note 

The Order Summary element is only compatible with Sales Thank You pages and cannot be added to Opt-in Thank You pages. 

How to integrate Flutterwave with MerwinSaaS 

Connect Flutterwave to MerwinSaaS for robust payment processing across global markets. 

Setup and configuration 

52. 1. Go to Settings and then Payment Gateways. 

53. 2. Click Connect for the Flutterwave option. 

API Keys 

54. 1. Log in to Flutterwave and navigate to Settings -> API Keys. 

55. 2. Generate and copy the API public key, secret key, and encryption key. 

56. 3. Paste these into MerwinSaaS and click Save. 

Webhooks 

57. 1. Copy the webhook URL and secret from MerwinSaaS. 

58. 2. In Flutterwave, go to Settings -> Webhooks and paste the details. 

59. 3. Ensure you enable JSON response, Webhook retries, and failed transaction notifications. 

How to integrate your Mercado Pago account with MerwinSaaS 

Enable Mercado Pago on MerwinSaaS to accept payments from customers in Latin America. 

Prerequisites 

You will need a MerwinSaaS account and a Mercado Pago account. 

Generating Credentials 

60. 1. In Mercado Pago, go to Settings -> Integrations -> Your integrations. 

61. 2. Click 'Create application', select 'Online Payments', and choose 'Other platforms'. 

62. 3. Once created, activate production credentials to get your Public Key and Access Token. 

63. 4. Enter these credentials into MerwinSaaS. 

Configuring Webhooks 

64. 1. Copy the webhook URL from MerwinSaaS. 

65. 2. In the Mercado Pago developer panel, go to your application and select Webhooks. 

66. 3. Paste the URL and select events for Payments and Plans. 

Note: Mandatory fields include Email, Last name, First name, and Tax number. 

How to send customers a link to update their credit cards 

Help your customers manage their billing information by sending them a secure update link. 

For payments made with Stripe 

67. 1. Go to the Sales tab and click on Transactions. 

68. 2. Enter the customer's email address into the search field and click Filter. 

69. 3. Click on the email address that appears in the search results. 

70. 4. Scroll down to the Subscriptions section, click on the three dots, and select 'Change credit card details'. 

71. 5. Copy the URL from your browser's address bar and send it to your customer. 

For payments made with PayPal 

Customers paying via PayPal cannot update their payment method for an existing subscription. They must cancel their current plan and start a new subscription using their new payment information. 

How to integrate Xendit with MerwinSaaS 

Integrate Xendit to process payments in Southeast Asia through MerwinSaaS. 

Setup in MerwinSaaS 

72. 1. Click on your profile picture and select Settings. 

73. 2. In the left-hand menu, click Payment Gateways. 

74. 3. Click on Connect for the Xendit option. 

75. 4. In the popup window, you will need to enter your organization name, webhook secret, and public/secret access tokens. 

Generating API Keys in Xendit 

76. 1. Log in to your Xendit Dashboard and switch to Live Mode to generate production keys. 

77. 2. Click on API Key in the Developers section. 

78. 3. Copy the Public API Key (starts with 'xnd_public'). 

79. 4. Click 'Generate secret key' and select required permissions (Account, Split Payments, etc.). 

80. 5. Copy the Secret API Key (starts with 'xnd_production') and paste it into MerwinSaaS. 

Configuring Webhooks 

81. 1. In your Xendit settings, go to the Webhook section. 

82. 2. Enable automatic retry for failed webhooks. 

83. 3. Click 'View Webhook Verification Token' and copy this token into your MerwinSaaS integration settings. 

How to offer iDEAL and Bancontact payments in MerwinSaaS 

Enable popular European payment methods on your checkout pages. 

Prerequisites 

To activate these features, you must have an active Stripe account integrated with MerwinSaaS. 

Stripe Configuration 

Ensure the following are enabled in your Stripe dashboard: 

• - iDEAL and Bancontact are integrated. 

• - SEPA Direct Debit is enabled. 

Activation in MerwinSaaS 

84. 1. Go to your Sales Funnel settings. 

85. 2. Locate the payment options for your order form. 

86. 3. Check the boxes for iDEAL and Bancontact. 

87. 4. Click Save to apply the changes. 

Note: For Bancontact payments to function correctly, the Email and First Name fields must be present on your payment pages. 

How to integrate Mollie with MerwinSaaS 

Connect your Mollie account to expand your payment processing options. 

Connection Steps 

88. 1. Log in to MerwinSaaS, click your profile picture, and select Settings. 

89. 2. Navigate to Payment Gateways in the left menu. 

90. 3. Click Connect next to Mollie. 

91. 4. Log in to your Mollie account when redirected and click Connect to authorize MerwinSaaS. 

92. 5. If you have multiple Mollie profiles, select the desired profile and click Save. 

Configuring Methods 

Manage your accepted payment methods (like credit card or direct debit) directly within the Mollie dashboard under Settings -> Profiles -> Payment methods. 

Note: The 'Email' field is mandatory on your order forms for Mollie to process transactions. 

How to integrate GoCardless with MerwinSaaS 

Accept direct debit payments through GoCardless on your MerwinSaaS funnels. 

Connecting Your Account 

93. 1. Go to Settings -> Payment Gateways in MerwinSaaS. 

94. 2. Click Connect for the GoCardless option. 

95. 3. Log in to your GoCardless account or create a new one. 

96. 4. Provide your business details (company name, phone number, etc.) to authorize the integration. 

Funnel Activation 

97. 1. Open your sales funnel settings. 

98. 2. Check the GoCardless checkbox and click Save. 

Payment Retries 

MerwinSaaS will make up to three attempts to collect a failed payment. You can adjust the delay between attempts within your GoCardless account settings. 

How to integrate Apple Pay on MerwinSaaS via Stripe 

Provide a seamless checkout experience for Apple users by enabling Apple Pay. 

Overview 

Apple Pay integration is handled through your Stripe account connection. You do not need a separate Apple Pay account. 

Setup Steps 

99. 1. Ensure your Stripe account is connected via Settings -> Payment Gateways. 

100. 2. In your Stripe dashboard, navigate to Settings -> Payment Methods. 

101. 3. Locate Apple Pay and follow the prompts to add and verify your business domain. 

102. 4. Once verified in Stripe, the Apple Pay button will automatically appear for customers using Safari on compatible devices. 

How to use Stripe Radar for fraud protection 

Protect your MerwinSaaS business from chargebacks and fraud using Stripe Radar. 

Activating Radar 

103. 1. Log in to your Stripe dashboard. 

104. 2. Navigate to Settings and enable 'Radar for Fraud Teams'. 

Configuring Rules 

Stripe Radar uses machine learning, but you can also set manual rules: 

• - Enable 3D Secure for high-risk transactions. 

• - Block payments from specific card countries if you notice attack patterns. 

Reviewing Transactions 

When a rule triggers a review, the payment is placed on hold. No order will be created in MerwinSaaS until you manually approve the payment within Stripe. 

How to create a blog with MerwinSaaS 

Launch your own content platform using the MerwinSaaS blog builder. 

Starting Your Blog 

105. 1. Navigate to the Sites tab and click on Blogs. 

106. 2. Click Create to open the setup window. 

107. 3. Enter a Name for your blog, select your domain, and specify the URL path. 

108. 4. Choose a template that fits your brand and click Save. 

Customization 

Click on your blog's title to access the management dashboard. From here, you can modify the Blog layout, edit pages, and manage your posts. 

RSS Feed 

MerwinSaaS automatically generates an RSS feed for your blog, which updates every time you publish a new post. 

How to add a form or a popup on your MerwinSaaS blog 

Capture leads effectively by adding forms and popups to your blog pages. 

Creating a Popup 

109. 1. Open the editor for the page where you want the popup to appear. 

110. 2. Click the Popups button in the upper left corner of the editor. 

111. 3. Click the '+' icon to create a new popup. 

Configuring Triggers 

In the popup settings, you can choose to open it automatically after a delay or when a visitor shows 'exit intent'. 

Adding a Form 

To capture data, add a form element to your popup or directly to the blog layout. Ensure the button action is set to 'Submit form' to save contact information. 

How to create a blog page 

Add new static pages to your blog structure in MerwinSaaS. 

Adding a New Page 

112. 1. Go to the Sites tab, select Blogs, and click on your blog's title. 

113. 2. Click on the Pages tab within the blog sub-menu. 

114. 3. Click '+ Create' to add a new page (such as an About or Contact page). 

Updating the Menu 

115. 1. Click on the 'Blog Layout' button to open the global layout editor. 

116. 2. Select the Menu element to add your new page to the navigation bar. 

117. 3. Choose 'Blog link' as the type and select your new page from the dropdown menu. 

How to create a blog menu 

Define your blog's navigation by setting up a custom menu in the layout editor. 

Accessing the Menu Editor 

118. 1. Go to the Sites tab, click on Blogs, and select the blog you want to edit. 

119. 2. Click on the 'Blog layout' button at the top right. 

120. 3. In the editor, click on the existing Menu element or drag a new 'Menu' element into the header. 

Adding Menu Items 

121. 1. In the menu settings panel on the left, click on '+ Add menu item'. 

122. 2. Enter the Label (e.g., 'Home', 'About', or 'Categories'). 

123. 3. Select the 'Type' (e.g., Blog link, Page link, or Custom URL). 

124. 4. Choose the specific destination from the dropdown and click 'Add'. 

125. 5. Click 'Save changes' in the editor to publish your new menu. 

How to manage a blog's layout 

Customize the overall appearance of your blog, including the header and footer that appear on every page. 

The Global Layout 

The Blog Layout acts as a master template. Any elements you place here—like logos, social media icons, or menus—will appear across all your blog pages and posts. 

Editing the Layout 

126. 1. Navigate to your blog's dashboard in MerwinSaaS. 

127. 2. Click 'Blog layout' to open the editor. 

128. 3. Use the drag-and-drop builder to adjust the design. 

129. 4. To make certain parts dynamic, use elements like 'Blog content' to determine where post data will be displayed. 

130. 5. Save your changes to apply the layout globally. 

How to create a blog post 

Step-by-step instructions for writing and publishing your first article on MerwinSaaS. 

Creating the Draft 

131. 1. In your blog's dashboard, click on the 'Posts' tab. 

132. 2. Click the '+ Create' button. 

133. 3. Enter the post title, description, and custom URL path. 

134. 4. Upload a featured image and select a category. 

135. 5. Click 'Save' to create the draft. 

Adding Content 

136. 1. Click on the title of your new post to open the editor. 

137. 2. Use the 'Text', 'Image', and 'Video' elements to build your article. 

138. 3. Once finished, click 'Save changes' and then click 'Publish' to make it live. 

How to create a blog category 

Organize your content by grouping related posts into specific categories. 

Adding a Category 

139. 1. From your blog dashboard, navigate to the 'Categories' tab. 

140. 2. Click '+ Create' in the top right corner. 

141. 3. Provide a Name for the category (e.g., 'Tutorials' or 'News'). 

142. 4. Set the URL path and add a brief description for SEO purposes. 

143. 5. Click 'Save'. 

Assigning Posts 

When creating or editing a blog post, you can now select this category from the 'Category' dropdown menu to help readers find related content. 

How to generate the sitemap for your blog 

Ensure search engines can index your content by accessing your automatically generated sitemap. 

Automated Generation 

MerwinSaaS automatically generates a sitemap for every blog you create. You do not need to manually create a file or upload code. 

Locating the Sitemap 

Your sitemap is available at your blog's root domain followed by '/sitemap.xml'. For example: 

https://yourdomain.com/sitemap.xml 

Submitting to Search Engines 

Copy this URL and submit it to Google Search Console or Bing Webmaster Tools to speed up the indexing process for your new posts and pages. 

How to configure your blog's post list page 

Adjust how your articles are displayed on the main blog index page. 

Editing the Post List 

144. 1. In your blog settings, go to 'Pages' and select the page labeled as your 'Post list'. 

145. 2. Click 'Edit' to open the page builder. 

146. 3. Select the 'Blog post list' element on the page. 

Display Options 

In the element settings on the left, you can customize: 

• - The number of posts shown per page. 

• - The number of columns (e.g., 1, 2, or 3). 

• - Whether to show the post date, category, or author name. 

• - The style of the 'Read more' button. 

How to manage the blog post layout 

Customize the specific design and structure that applies only to your individual blog post pages. 

Layout vs. Post Layout 

While the 'Blog layout' affects every page, the 'Post layout' specifically defines how a single article looks. This allows you to have unique sidebars or call-to-actions that only appear on articles. 

Accessing the Editor 

147. 1. Go to your blog dashboard and click on the 'Post layout' button. 

148. 2. Drag the 'Blog post content' element into the section where you want your writing to appear. 

149. 3. Add permanent elements like social sharing buttons or a comment section around the content area. 

150. 4. Click 'Save changes' to update all existing and future posts. 

How to use the latest blog post carousel element 

Highlight your most recent articles anywhere on your site using an interactive carousel. 

Adding the Carousel 

151. 1. Open any page or funnel in the MerwinSaaS editor. 

152. 2. In the 'Content' section of the elements panel, drag the 'Latest blog posts' element onto your page. 

Customizing the Carousel 

153. 1. Click on the element to open its settings. 

154. 2. Select the blog you want to pull posts from. 

155. 3. Filter by category if you only want to show specific topics. 

156. 4. Adjust the number of posts to display and set the 'Auto-play' speed for the transition. 

How to create a course using MerwinSaaS 

Set up your online school and start building your educational modules. 

Initial Setup 

157. 1. Navigate to the Products tab and click on 'Courses'. 

158. 2. Click '+ Add a new course'. 

159. 3. Enter your course name, description, and upload a thumbnail image. 

160. 4. Select your custom domain and URL path. 

Adding Modules and Lectures 

161. 1. Click 'Add module' to create a new section (e.g., 'Introduction'). 

162. 2. Inside a module, click 'Add lecture' to create a lesson. 

163. 3. Use the page editor to add videos, text, and downloadable files to your lecture. 

164. 4. Choose between 'Full access' or 'Drip content' to control how students progress. 

How to sell an online course 

Connect your course to a sales funnel to automate student enrollment and payments. 

Step 1: Create a Sales Funnel 

165. 1. Go to the Funnels tab and click 'Create'. 

166. 2. Select 'Sell' as the funnel goal and choose your currency. 

Step 2: Set up the Order Form 

167. 1. Select an 'Order form' page template. 

168. 2. In the 'Resources' section on the right, click '+'. 

169. 3. Select 'Course' as the resource type. 

170. 4. Choose your course and select the access type (Full access or Drip content). 

Step 3: Connect a Payment Gateway 

Ensure you have a payment gateway (like Stripe or PayPal) connected in your settings so customers can complete their purchase and receive login details automatically. 

Is it possible to change the size of a popup? 

Learn how to adjust the dimensions and alignment of your popups in the MerwinSaaS editor. 

Adjusting Popup Width 

171. 1. Open your page in the editor and click on the 'Popups' button. 

172. 2. Select the popup you wish to modify and click the 'Settings' (gear icon). 

173. 3. In the settings panel, locate the 'Width' slider or input field. 

174. 4. You can choose a pre-set size (Small, Medium, Large) or enter a custom pixel value. 

Vertical Alignment 

You can also control the vertical position of the popup by adjusting the 'Top margin' or 'Bottom margin' settings within the popup container options. 

Restriction on the use of Indian rupee currency 

Information regarding the support of INR (Indian Rupee) across various payment gateways. 

Gateway Support 

While MerwinSaaS supports multiple currencies, certain gateways have specific restrictions for INR transactions. 

Stripe and PayPal 

Stripe allows INR transactions for Indian businesses, provided you have completed the mandatory KYC requirements in your Stripe dashboard. PayPal may have limitations on domestic INR-to-INR transfers depending on current local regulations. 

Razorpay Integration 

For users in India, we recommend using the Razorpay integration, as it is natively designed to handle INR payments and local payment methods like UPI and Netbanking. 

What is two-factor authentication (2FA), and how can I disable it? 

An overview of 2FA security and how to manage your account's login protection. 

Understanding 2FA 

Two-Factor Authentication adds an extra layer of security by requiring a second code (usually sent via email or an app) in addition to your password. 

Disabling 2FA 

175. 1. Click on your profile picture and go to 'Settings'. 

176. 2. Select 'Security' from the left-hand menu. 

177. 3. Locate the 'Two-factor authentication' toggle. 

178. 4. Switch the toggle to 'Off'. You may be prompted to enter your password or a final 2FA code to confirm the change. 

Security Warning 

Disabling 2FA reduces the security of your MerwinSaaS account. We recommend keeping it enabled to protect your business data. 

When to use the sales funnel feature and the blog feature 

Choosing the right tool in MerwinSaaS for your specific marketing goals. 

Sales Funnels 

Use sales funnels when your goal is conversion. Funnels are designed to lead a visitor through a specific path: Opt-in -> Sales Page -> Checkout -> Upsell -> Thank You Page. 

Blogs 

Use the blog feature when your goal is content marketing, SEO, and authority building. Blogs are ideal for organic traffic and long-form education. 

The Combined Strategy 

Most successful MerwinSaaS users use both: a blog to attract visitors and funnels to convert that blog traffic into paying customers. 

How do you control access to subscription resources? 

Manage what your members and subscribers can see after they purchase a plan. 

Resource Settings 

Access is controlled through the 'Resources' section of your order form or subscription plan settings. 

Access Types 

• - Full Access: The customer gets everything immediately. 

• - Drip Content: Content is released slowly over time (e.g., one module per week). 

• - Partial Access: The customer only sees specific modules you have selected. 

Revoking Access 

If a subscription is canceled or a payment fails, MerwinSaaS automatically revokes access to the linked resources (courses, communities, or tags). 

How VAT is managed in MerwinSaaS 

Configure Value Added Tax (VAT) for your digital and physical products. 

Automated VAT Collection 

MerwinSaaS can automatically calculate and apply VAT based on the customer's location. 

Configuration Steps 

179. 1. Go to Settings and then 'Sales Tax'. 

180. 2. Add your VAT ID and specify the tax rates for different regions. 

181. 3. On your order forms, ensure the 'VAT' setting is enabled to show the tax breakdown to customers. 

B2B Transactions 

If a customer provides a valid VAT ID during checkout, MerwinSaaS can automatically apply the reverse charge mechanism (0% VAT) for eligible business transactions. 

How MerwinSaaS subscription plans are moderated 

Information on account limits, plan upgrades, and usage monitoring. 

Usage Limits 

Each subscription plan (Free, Startup, Webinar, Unlimited) has specific limits on contacts, emails sent, and funnels created. 

Automated Moderation 

If you reach a limit, you will receive a notification to upgrade. MerwinSaaS does not automatically charge you for overages; you must manually choose to upgrade to a higher plan. 

System Abuse 

Our moderation team monitors for spam and prohibited content to ensure high deliverability for all MerwinSaaS users. 

What is Wise? (Formerly known as TransferWise) 

Using Wise to receive international payments and manage your business funds. 

Overview 

Wise is a financial technology company that offers low-cost international money transfers and multi-currency accounts. 

Using Wise with MerwinSaaS 

You can use a Wise 'Borderless' account to receive payouts from Stripe or PayPal in different currencies. Simply enter your Wise local bank details (like an IBAN or ACH routing number) into your payment gateway settings. 

What are the different methods to create a website? 

Explore the three primary ways to build your online presence with MerwinSaaS. 

Method 1: Sales Funnels 

Create a series of interlinked pages designed to lead visitors toward a sale. This is the fastest way to start selling. 

Method 2: The Blog Feature 

Build a content-rich site with an automated home page, categories, and an archive of posts. Best for SEO and branding. 

Method 3: Standalone Pages 

Use the 'Pages' feature to create custom landing pages or a single-page website that exists independently of a funnel or blog. 

How can I find my email headers? 

Locate the metadata of your emails to troubleshoot deliverability or technical issues. 

Overview 

Email headers contain essential information about the path an email took to reach you. They are vital for diagnosing why an email was delayed or marked as spam. 

Finding Headers in Gmail 

182. 1. Open the email you want to check. 

183. 2. Click the three vertical dots (More) next to the Reply button. 

184. 3. Select 'Show original' from the menu. 

185. 4. The headers will appear in a new tab under the 'Download Original' button. 

Finding Headers in Outlook.com 

186. 1. Open the email message. 

187. 2. Click the '...' (More actions) at the top of the message window. 

188. 3. Select 'View' and then 'Message details'. 

Understanding and managing email bounce on MerwinSaaS 

Learn the difference between hard and soft bounces and how they affect your sender reputation. 

What is an Email Bounce? 

A bounce occurs when an email cannot be delivered to the recipient's inbox. 

Hard Bounces 

A hard bounce is a permanent delivery failure. This usually happens because the email address does not exist or the domain is invalid. MerwinSaaS automatically unsubscribes hard-bounced contacts to protect your reputation. 

Soft Bounces 

A soft bounce is a temporary delivery failure. This could be due to a full mailbox, a server being down, or the message being too large. MerwinSaaS will attempt to re-send these messages several times before giving up. 

General guidelines and best practices for email deliverability during the first few days 

Establish a strong sender reputation when you first start sending from MerwinSaaS. 

The 'Warm-up' Period 

When you switch to a new platform like MerwinSaaS, mailbox providers (like Gmail or Outlook) need to learn that you are a legitimate sender. 

Send to Engaged Contacts First 

• In your first few days, only send emails to your most active subscribers—those who have opened or clicked your emails in the last 30 to 60 days. 

Verify Your Domain 

• Ensure your SPF, DKIM, and DMARC records are correctly configured in your MerwinSaaS settings before sending your first broadcast. 

Consistency is Key 

• Avoid sudden spikes in volume. Increase your sending frequency and list size gradually over the first two weeks. 

Why did my open rate change after switching to MerwinSaaS? 

Understand the factors that influence open rate fluctuations during a platform migration. 

Tracking Differences 

Every platform uses a slightly different tracking pixel technology. These minor technical variations can result in small discrepancies in reported open rates. 

IP and Domain Reputation 

When you move to MerwinSaaS, you are sending from a new infrastructure. If your domain isn't fully 'warmed up' on our system, filters may be more cautious initially, affecting how many people see your mail. 

List Hygiene 

If you haven't cleaned your list before importing it to MerwinSaaS, high bounce rates from inactive emails can negatively impact your deliverability and open rates. 

Essential steps to import contacts successfully 

Guidelines for a smooth and compliant contact migration to your MerwinSaaS account. 

Prepare Your CSV File 

Ensure your file is in .csv format. The first row should contain headers (Email, First Name, etc.), and each contact must have a valid email address. 

Permission-Based Marketing 

Only import contacts who have explicitly given you permission to email them. MerwinSaaS prohibits the use of purchased or scraped lists. 

Mapping Fields 

During the import process, carefully map your CSV columns to the corresponding MerwinSaaS contact fields to ensure data accuracy. 

Tagging on Import 

We recommend adding a tag to your contacts during the import (e.g., 'Imported_May_2026') so you can easily segment them later. 

Which links are not allowed in emails sent from MerwinSaaS? 

Keep your deliverability high by avoiding restricted or suspicious link types. 

Restricted Link Types 

To protect our shared sender reputation, MerwinSaaS restricts the use of certain links that are commonly flagged by spam filters. 

URL Shorteners 

• Generic URL shorteners like bit.ly, tinyurl.com, or goo.gl are often used by spammers. Using these can cause your emails to be blocked or sent to spam. Use full URLs or your own branded shortener instead. 

Blacklisted Domains 

• Links to domains that are on global blacklists (like Spamhaus) are strictly prohibited and will trigger an automatic block of your email. 

Direct Affiliate Links 

• While affiliate marketing is allowed, some 'raw' affiliate links from specific networks are heavily filtered. It is always better to link to a bridge page on your own domain. 

Why do my emails arrive in the Gmail 'promotions' tab? 

Understanding Gmail's categorization and how to influence your email placement. 

The Promotions Tab is Not Spam 

First, remember that the Promotions tab is still the inbox. Many users check this tab specifically when they are in a 'shopping' or 'learning' mindset. 

Triggers for the Promotions Tab 

Gmail uses complex algorithms to sort mail. Common triggers include: 

• - A high ratio of images to text. 

• - The presence of 'salesy' language (e.g., 'Buy Now', 'Discount', 'Offer'). 

• - Using multiple links or a heavy HTML layout. 

How to Move to the Primary Tab 

Ask your subscribers to drag your email from the Promotions tab to the Primary tab. Gmail will then ask if they want to do this for all future messages from you. 

What to do with contacts that have a 'Bounced' status 

Manage your bounced contacts to keep your email list healthy and your deliverability high. 

Automatic Handling 

When a contact hard bounces, MerwinSaaS automatically marks them as 'Bounced' and stops sending them emails. You do not need to delete them manually, though you can if you wish to clean your database. 

Reviewing Bounces 

189. 1. Go to your Contacts list and filter by 'Bounced' status. 

190. 2. If you see a contact you know is valid, check for typos (e.g., 'gmial.com' instead of 'gmail.com'). 

Preventing Future Bounces 

Always use a double opt-in process for new subscribers to ensure that only valid, working email addresses are added to your MerwinSaaS list. 

Why do my emails end up in the spam folder? 

Identify the common reasons for spam filtration and how to ensure your messages reach the inbox. 

Authentication Issues 

If you haven't set up your custom domain authentication (SPF and DKIM) in MerwinSaaS, mailbox providers are much more likely to view your emails as suspicious. 

Content Triggers 

Spam filters look for certain patterns. Avoid using all-caps in subject lines, excessive exclamation points, and trigger words like 'Free money' or 'Guarantee'. 

Poor Sender Reputation 

If many recipients have marked your previous emails as spam, your reputation will suffer. Ensure you are providing value and that your 'Unsubscribe' link is easy to find. 

Details about the fields required when creating a blog category 

Understand the specific data points needed to organize your blog content effectively. 

Category Fields 

• Name: The display name of the category (e.g., 'Marketing Tips'). 

• URL Path: The slug that appears in the web address. It should be lowercase and hyphenated. 

• Description: A brief summary of what this category covers. This often helps with SEO and page layout. 

• SEO Title & Description: Custom metadata used by search engines to display your category page in search results. 

Having an issue with your order? Here's how to resolve it without opening a dispute 

A guide for customers on how to communicate effectively with sellers to resolve transaction issues. 

Why Avoid Disputes? 

Opening a dispute through a payment processor (like PayPal or Stripe) can freeze funds for weeks. Resolving the issue directly with the seller is usually much faster. 

Step 1: Contact Support Directly 

• Look for the 'Support' or 'Contact' email address in your order confirmation email. Send a polite message detailing the issue and include your order ID. 

Step 2: Check for Automated Access 

• Sometimes, access to a course or community is granted via email. Check your spam or 'Promotions' folder for a login link before assuming the order failed. 

Step 3: Request a Refund 

• If you are unhappy with the product, ask the seller for a refund directly. Most MerwinSaaS users have refund policies in place and will process them if requested correctly. 

Why aren't my PayPal payment transactions appearing? 

Troubleshoot missing PayPal transactions in your MerwinSaaS dashboard. 

Common Causes 

IPN (Instant Payment Notification) Issues 

If PayPal's IPN is not correctly configured, PayPal cannot 'tell' MerwinSaaS that a payment was successful. Ensure IPN is enabled in your PayPal developer settings and pointed to the correct URL. 

Pending Status 

Sometimes PayPal holds funds for review. The transaction will only appear in MerwinSaaS once the status changes to 'Completed' in your PayPal account. 

Currency Mismatch 

If the customer pays in a currency you haven't enabled in PayPal, the payment may be stuck waiting for your manual approval to accept the conversion. 

What happens when a customer's subscription payment fails 

Learn about the automated dunning process and how MerwinSaaS manages access after a failed charge. 

Automated Retries 

MerwinSaaS, via your payment gateway, will automatically attempt to charge the card again over several days. You can configure these intervals in your Stripe or PayPal settings. 

Notification Emails 

The system can send automated emails to the customer informing them of the failure and providing a link to update their credit card information. 

Access Revocation 

If the final retry attempt fails, MerwinSaaS will automatically remove the tags and resources associated with that subscription, effectively suspending the customer's access. 

Email deliverability: how spam filters work 

An overview of the mechanisms mailbox providers use to identify and block unwanted mail. 

The Filter Logic 

Spam filters analyze hundreds of factors to determine where your email lands. The most important ones include: 

• Reputation: Is your sending domain known for high engagement or high complaints? 

• Content: Does the email contain suspicious attachments, malicious links, or excessive 'spammy' keywords? 

• Authentication: Does the email pass SPF, DKIM, and DMARC checks? 

• User Behavior: Do people often mark your emails as 'Not Spam' or do they delete them without opening? 

DMARC Reports: How to read and use them 

Understand the feedback reports sent by mailbox providers regarding your email authentication. 

What is a DMARC Report? 

DMARC reports provide data on which emails sent from your domain passed or failed authentication. They help you identify if someone is spoofing your domain. 

How to Read Them 

Reports are sent in XML format, which can be hard to read manually. We recommend using a DMARC monitoring tool to visualize the data. 

Key Actions 

If you see legitimate emails (like those from MerwinSaaS) failing, it means your DKIM or SPF records need adjustment. If you see unknown IP addresses failing, the DMARC policy is doing its job by protecting your brand. 

Does MerwinSaaS work with large email lists? 

Scalability and performance details for high-volume email marketers. 

Scalability 

Yes, MerwinSaaS is designed to scale. Our 'Unlimited' plan supports accounts with massive contact lists and high monthly send volumes. 

Infrastructure 

We use robust, world-class email delivery infrastructure to ensure that even large broadcasts are processed quickly and reliably. 

List Quality 

For very large lists, list hygiene becomes critical. We require users to maintain low bounce and complaint rates to ensure high deliverability for everyone on our shared servers. 

Do you need a dedicated IP to send emails with MerwinSaaS? 

Understanding the difference between shared and dedicated IPs for your business. 

Shared IPs 

Most users send via our highly-monitored shared IP pools. This is beneficial for most businesses because the IP is already 'warm' and has a solid reputation. 

Dedicated IPs 

While dedicated IPs are available for extremely high-volume senders, they are not necessary for most MerwinSaaS users. Sending from a dedicated IP requires a careful warm-up process and constant monitoring by the user. 

How can I prevent list bombing? 

Protect your email reputation and account from malicious automated sign-ups. 

What is List Bombing? 

List bombing is a malicious attack where bots fill out your forms with thousands of random email addresses, which can lead to high bounce rates and spam complaints. 

Prevention Strategies 

• Double Opt-In (DOI): Require users to click a link in a confirmation email before they are added to your list. This is the most effective defense. 

• Captcha: Add a reCAPTCHA field to your opt-in forms to verify that the user is human. 

• Rate Limiting: MerwinSaaS has built-in protections to detect and slow down suspicious spikes in form submissions. 

Is it possible to use a personal email address to send emails from MerwinSaaS? 

Guidelines on using professional vs. personal email addresses for your business communications. 

Professional vs. Personal Emails 

While you technically can use a personal email (like @gmail.com or @yahoo.com), we strongly advise against it. 

Why Use a Professional Email? 

• Deliverability: Major mailbox providers are increasingly blocking bulk emails sent from personal addresses to combat spam. 

• Trust: Customers are more likely to open emails from a branded domain (e.g., hello@yourbusiness.com). 

• Authentication: You cannot set up DKIM or SPF records on a personal email address, which is essential for hitting the inbox in 2026. 

What is the 'Search Engine Optimization (SEO)' section for? 

How to use the SEO settings in the MerwinSaaS editor to improve your site's visibility. 

SEO Settings Overview 

Every page in MerwinSaaS has an SEO section in the settings. This data helps search engines understand and rank your content. 

Key Fields 

• Title: The headline that appears in search results and browser tabs. 

• Description: The snippet of text displayed under your title in search results. 

• Keywords: Relevant terms associated with your page content. 

• Social Image: The thumbnail image shown when your link is shared on platforms like Facebook or X. 

Why am I seeing the 'At least one email input is required' error? 

Troubleshoot common form errors in the MerwinSaaS page editor. 

The Cause 

This error occurs when you have a 'Submit' button on a page, but the page doesn't have a field where the user can actually enter their email address. 

How to Fix It 

191. 1. Drag an 'Input' element onto your page form. 

192. 2. Click on the input element to open its settings. 

193. 3. Set the 'Input type' to 'Email'. 

194. 4. Ensure your button's action is set to 'Submit form'. 

Is it possible to insert HTML, CSS, or JS code? 

Advanced customization options using custom code blocks in MerwinSaaS. 

The Raw HTML Element 

Yes! You can add custom functionality by dragging the 'Raw HTML' element onto any page. 

Usage Cases 

• - CSS: Wrap your code in <style> tags to change specific design elements. 

• - JS: Wrap scripts in <script> tags for tracking pixels or custom widgets. 

• - HTML: Embed third-party tools like calendars or specialized forms. 

Note: MerwinSaaS support cannot troubleshoot issues caused by custom code. 

Why is my student's activity log file damaged? 

Understanding why student progress reports or CSV exports might appear corrupted. 

Common Reasons 

• Incomplete Export: If the browser is closed or the connection is lost during a large data export, the file may be incomplete. 

• Encoding Issues: Opening a CSV file in certain versions of Excel can sometimes garble special characters. We recommend using Google Sheets for the best compatibility. 

• Data Sync: If a student is currently active while the log is being generated, a momentary sync error may occur. 

Can the automated email that gives access details for a course be modified? 

Learn how to customize the login information email sent to your students. 

Customizing Course Emails 

Yes, you can edit the content of the automatic emails that go out when a student gains access to a course. 

How to Edit 

195. 1. Go to 'Settings' and then 'Emails'. 

196. 2. Locate the 'Course access email' template. 

197. 3. Click 'Edit' to change the text, branding, and use variables like {student_name} and {login_url}. 

What are the different methods for giving access to a course? 

Explore the various ways to enroll students in your MerwinSaaS training programs. 

Method 1: Manual Enrollment 

Go to the 'Students' tab in your course settings and manually add an email address. 

Method 2: Automation Rules 

Set up a trigger (e.g., 'Tag added' or 'Form submitted') with the action 'Enroll to course'. 

Method 3: Payment Integration 

On an order form, add the course as a 'Resource'. Access will be granted automatically upon successful payment. 

How are full, drip, and partial content access types different? 

A comparison of the three primary ways to deliver your course modules. 

Full Access 

The student sees every lesson and module immediately upon enrollment. 

Drip Content 

Lessons are released on a schedule (e.g., one lesson every 7 days). This keeps students engaged without overwhelming them. 

Partial Access 

You manually select which specific modules or lessons a student can see. This is useful for 'Lite' versions of your programs. 

Why aren't my emails being sent? 

Troubleshooting stalled email broadcasts or automation sequences. 

Checklist for Stalled Emails 

• Authentication: Ensure your domain is verified and your DNS records (CNAME) are active. 

• Account Limits: Check if you have exceeded the contact or email limit for your current MerwinSaaS plan. 

• Sender Address: Verify that your 'From' email address is confirmed in your account settings. 

• Spam Reports: If your recent emails had high complaint rates, our system may temporarily pause your sending for review. 

Good practices for email deliverability 

Proactive steps to keep your emails out of the spam folder. 

Deliverability Habits 

• Use a Custom Domain: Always send from a domain you own. 

• Maintain Hygiene: Regularly remove 'cold' subscribers who haven't opened an email in 90 days. 

• Avoid Spam Triggers: Don't use 'clickbait' subject lines or excessive capitalization. 

• Include a Clear Unsubscribe: It's better for a user to unsubscribe than to mark your email as spam. 

How the MerwinSaaS affiliate program works 

Earn recurring commissions by promoting MerwinSaaS to your audience. 

Program Overview 

The MerwinSaaS affiliate program allows you to earn a percentage of all subscriptions and course sales generated through your unique link. 

Commission Structure 

• - Recurring Revenue: You receive a percentage for the lifetime of a customer's subscription. 

• - Payouts: Commissions are typically paid out monthly once they reach a minimum threshold. 

• - Tracking: We use a 6-month cookie period to ensure you get credited for leads you refer. 

Integrating your subdomain with MerwinSaaS 

Use a professional custom subdomain for your landing pages and funnels. 

What is a Subdomain? 

A subdomain looks like 'pages.yourdomain.com' instead of the standard 'yourname.merwinsaas.com'. 

Setup Steps 

198. 1. Go to Settings and then 'Custom Domains'. 

199. 2. Click 'Add domain' and enter your subdomain. 

200. 3. Log into your domain provider and create the CNAME records provided by MerwinSaaS. 

201. 4. Wait for propagation (usually 2-24 hours) for the status to show 'Ready to use'. 

My domain name is not approved 

Troubleshoot common reasons for domain validation failures. 

Common Rejection Reasons 

• - Incorrect DNS Settings: Double-check that your CNAME records exactly match what is in your MerwinSaaS settings. 

• - Propagation Time: Domain changes are not instant; it can take up to 24 hours for the system to 'see' your updates. 

• - SSL Issues: If you have an existing SSL certificate on your domain, it might conflict with the one MerwinSaaS generates automatically. 

• - Formatting: Ensure you are not including 'https://' or extra slashes in the domain field. 

The difference between an upsell and an order bump 

Learn which sales tool to use to increase your average order value. 

Order Bumps 

An order bump is a small checkbox on the checkout page itself. It is usually a complementary, lower-priced product (e.g., a workbook to go with a course). 

Upsells 

An upsell is a separate page that appears after the initial purchase is complete. It offers a higher-value product or a bulk discount. 

My funnels are gone 

Locate missing funnels or understand why they may have disappeared from your list. 

Check Your Filters 

Often, funnels are hidden because of active filters. Ensure your funnel list is set to 'All' and not just 'Active' or 'Archived'. 

Account Switching 

If you manage multiple MerwinSaaS accounts, double-check that you are logged into the correct one. 

Archived Funnels 

Funnels aren't permanently deleted immediately; check the 'Archive' section to see if they were moved there accidentally. 

How much does it cost to send 1 million emails a month with MerwinSaaS? 

Pricing details for high-volume email marketing. 

Unlimited Plan 

To send 1 million emails per month, we recommend the 'Unlimited' plan. This plan offers unlimited email sending for a flat monthly fee, making it the most cost-effective solution for high-volume senders. 

No Per-Email Fees 

Unlike many competitors, MerwinSaaS does not charge per email sent. You only pay for your subscription tier, which covers your volume as long as you stay within the plan's contact limits. 

Setting up email campaigns: a guide to common scenarios and key considerations 

Best practices for creating automated email sequences. 

Scenario 1: Welcome Sequence 

Trigger: When a tag is added. Goal: Introduce your brand and deliver the lead magnet. 

Scenario 2: Re-engagement 

Trigger: Inactivity for 30 days. Goal: Win back cold subscribers with a special offer. 

Key Considerations 

• - Timing: Space your emails out so you don't overwhelm your subscribers. 

• - Segmentation: Use tags to ensure subscribers only receive relevant content. 

What is a two-step order form? 

Improve conversion rates by breaking up the checkout process. 

Overview 

A two-step order form splits the checkout process into two parts. Step 1 collects the contact info (name/email), and Step 2 collects payment details. 

The Benefit 

The main advantage is lead capture. Even if someone doesn't complete Step 2, you have already captured their email in Step 1, allowing you to follow up with an abandoned cart sequence. 

What is an email preview? 

Check your email's appearance across different devices before sending. 

Testing Your Design 

The email preview tool allows you to see how your broadcast or campaign email will look on both desktop and mobile screens. 

Test Emails 

Beyond the editor preview, we always recommend sending a 'Test Email' to your own inbox. This allows you to check if links work and see how the subject line appears in a real inbox environment. 

Is it possible to integrate MerwinSaaS with an external autoresponder? 

Connecting MerwinSaaS to third-party email tools. 

Native Autoresponder 

While MerwinSaaS has a powerful built-in autoresponder, you can connect to external ones if you prefer. 

Methods of Integration 

• - API/Direct Integration: Some tools like ActiveCampaign or Mailchimp can be connected via our native integrations. 

• - Zapier/Make: Use these platforms to trigger actions in your external tool when something happens in MerwinSaaS. 

• - HTML Forms: You can embed the HTML code from your external autoresponder onto a MerwinSaaS page. 

How to connect your Hostinger subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

202. Log in to your account 

203. Navigate to the relevant settings section 

204. Follow the on-screen instructions 

205. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to manage your files in MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

206. Log in to your account 

207. Navigate to the relevant settings section 

208. Follow the on-screen instructions 

209. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your Cloudflare subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

210. Log in to your account 

211. Navigate to the relevant settings section 

212. Follow the on-screen instructions 

213. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your Infomaniak subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

214. Log in to your account 

215. Navigate to the relevant settings section 

216. Follow the on-screen instructions 

217. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your IONOS subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

218. Log in to your account 

219. Navigate to the relevant settings section 

220. Follow the on-screen instructions 

221. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to use the MerwinSaaS MCP server (Model Context Protocol) 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

222. Log in to your account 

223. Navigate to the relevant settings section 

224. Follow the on-screen instructions 

225. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your LWS domain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

226. Log in to your account 

227. Navigate to the relevant settings section 

228. Follow the on-screen instructions 

229. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your LWS subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

230. Log in to your account 

231. Navigate to the relevant settings section 

232. Follow the on-screen instructions 

233. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your Hostinger subdomain to MerwinSaaS 

Configuration steps for Hostinger users to link their subdomains. 

Hostinger Setup 

234. 1. In MerwinSaaS, go to Settings > Custom Domains and add your subdomain (e.g., info.yourdomain.com). 

235. 2. Log into your Hostinger hPanel and go to the DNS Zone Editor for your domain. 

236. 3. Create a CNAME record: Point the 'Name' (your subdomain prefix) to the target provided in MerwinSaaS. 

237. 4. Create the second CNAME record for SSL validation as shown in your MerwinSaaS dashboard. 

How to manage your files in MerwinSaaS 

Organize and host your digital assets directly within the platform. 

File Manager Overview 

MerwinSaaS allows you to upload images, PDFs, and videos to use in your funnels and emails. 

Uploading Files 

• Within the editor, select an image or button element and click the 'Upload' cloud icon. 

• The 'Download file' element allows you to host a file that users can download upon clicking a button or link. 

Asset Storage 

There is no specific limit on the number of files you can host, but individual file sizes should be kept optimized for web performance. 

How to connect your Cloudflare subdomain to MerwinSaaS 

Specific DNS instructions for domains managed through Cloudflare. 

Cloudflare Configuration 

238. 1. Add your subdomain in MerwinSaaS Settings > Custom Domains. 

239. 2. In Cloudflare, go to the DNS tab. 

240. 3. Add a CNAME record for your subdomain prefix. 

241. 4. IMPORTANT: Set the Proxy status to 'DNS Only' (Grey Cloud). MerwinSaaS handles SSL and optimization; Cloudflare's proxy can interfere with validation. 

How to connect your Infomaniak subdomain to MerwinSaaS 

DNS settings for Infomaniak domain users. 

Infomaniak Setup 

242. 1. Access your Infomaniak Manager and select your domain. 

243. 2. Navigate to 'DNS Management' and select 'DNS Zone'. 

244. 3. Add the two CNAME records provided in your MerwinSaaS dashboard. 

245. 4. Ensure there are no conflicting A records for the same subdomain prefix. 

How to connect your IONOS subdomain to MerwinSaaS 

Link your IONOS (1&1) subdomain to your MerwinSaaS funnels. 

IONOS Instructions 

246. 1. Log into your IONOS Control Panel and go to 'Domains & SSL'. 

247. 2. Click the gear icon for your domain and select 'Manage DNS'. 

248. 3. Add the CNAME records provided by MerwinSaaS. 

249. 4. If the subdomain was previously used for an IONOS site, ensure you remove the existing 'IP Address (A Record)' for that subdomain. 

How to use the MerwinSaaS MCP server (Model Context Protocol) 

Advanced integration for developers using AI models with MerwinSaaS data. 

What is the MCP Server? 

The Model Context Protocol (MCP) allows AI models to interact securely with your MerwinSaaS account data (contacts, funnels, sales). 

Setup Process 

250. 1. Generate an API Key in your MerwinSaaS settings. 

251. 2. Configure your MCP-compatible client (like Claude Desktop or a custom agent) with the MerwinSaaS MCP endpoint. 

252. 3. Authenticate using your API key to allow the AI to fetch context for your business automation tasks. 

How to connect your LWS domain or subdomain to MerwinSaaS 

Configuration guide for LWS customers. 

LWS Domain/Subdomain Setup 

253. 1. In your LWS customer area, click 'Manage' for your domain. 

254. 2. Go to 'DNS Zone Configuration'. 

255. 3. Add the CNAME records provided in your MerwinSaaS account. 

4. For root domains (e.g., domain.com), LWS may require a redirection from the root to the 'www' subdomain which is then pointed to MerwinSaaS. 

How to Authenticate Your Domain Name on IONOS 

In this article, you will learn how to set up authentication for your domain name on IONOS. 

What you will need: 

• A MerwinSaaS account 

• A domain name on IONOS 

Case 1: Sending Emails via MerwinSaaS 

Step 1: Log In to Your MerwinSaaS Account 

1. Hover over your profile picture and click Settings, then Emails. 

2. Go to the Domains section, then click "Click here to authenticate your domain and display its information in your email header, which will help improve your email delivery rates." 

3. In the popup, enter your domain name without the "www", then click Save to generate three CNAME records and one TXT (DMARC) record. 

4. Refresh the page and click the eye icon to display your DNS records. 

IMPORTANT: 

5. Authentication of a domain name is mandatory to send emails from MerwinSaaS. 

6. The domain must have an active website linked to it. A domain leading to a 404 error may cause email providers to block your emails. 

7. You cannot authenticate domains from personal email providers (Gmail, Yahoo, ProtonMail, etc.). Only custom domains can be authenticated. 

Step 2: On Your IONOS Account 

Log in to your IONOS account and navigate to the DNS settings for your domain. Add the provided CNAME records to your DNS zone. If you encounter difficulties, contact your host's support team. 

8. Once logged in, select the domain you want to authenticate, click DNS, then Add a record. 

9. Select the CNAME option for adding the first three records. 

10. In the Hostname field, paste only the part before your domain name from the MerwinSaaS record (e.g., enter only "si942517" if the full value is si942517.yourdomain.com). 

11. In the Value (Points to) field, paste the value provided by MerwinSaaS and append a period (.) to the end. 

Example records (values are examples): 

Name: si942517     Value: inbound.merwinsaas. 

Name: merwinsaas1._domainkey     Value: key1.merwinsaas. 

Name: merwinsaas2._domainkey     Value: key2.merwinsaas. 

Click Save to validate. Repeat for all three CNAME records. 

12. Select TXT for adding the DMARC record. Copy the generated TXT from your MerwinSaaS account and add it as: 

Name: _dmarc 

Value: v=DMARC1; p=none; rua=mailto:your@email.com 

13. Click Save to validate. 

14. Verify your CNAME records at dnschecker.org — a green check means successful authentication. If any appear red, check your DNS settings and contact support with a screenshot. 

15. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

IMPORTANT: To send emails using your authenticated domain, you must confirm the sender email address associated with that domain. 

Case 2: Using Your Own SendGrid Account 

If you are using your own SendGrid account and not MerwinSaaS's autoresponder, contact SendGrid support for instructions on authenticating your domain to improve deliverability. 

How to Add a DMARC Record on Namecheap 

In this article, you will learn how to create a DMARC record on Namecheap with a policy set to none. 

Adding a DMARC record is one of the final steps in authenticating your domain. The values needed can be found in the popup containing the records to add in your MerwinSaaS settings. 

Log in to your Namecheap account and navigate to the Advanced DNS settings for your domain. 

16. Select TXT as the record type. 

17. In the Host field, enter _dmarc (as shown in the Name column of the MerwinSaaS popup). 

18. In the Value field, enter the DMARC value: v=DMARC1; p=none; rua=mailto:youraddress@yourdomain.com 

Example: If your email is example@example.com, enter: v=DMARC1; p=none; rua=mailto:example@example.com 

19. Click the green checkmark to save. 

Remarks 

20. You must have only one DMARC record in your DNS zone. If an old DMARC record already exists, delete it before adding the new one. 

21. Once the DMARC record is added, email providers will generate and send a daily report to the email address specified in the rua tag of your DMARC record. To avoid cluttering your main inbox, we recommend using a dedicated email address for these reports. 

22. DMARC reports are sent in raw format. Visit support.google.com/a/answer/10032472 to learn how to interpret them. For further assistance, contact MerwinSaaS support. 

23. Verify your DMARC record is set up correctly by searching for your domain at mxtoolbox.com/dmarc.aspx 

Notes 

• Adding a DMARC record ensures that receiving servers properly authenticate your legitimate emails. 

• The DMARC reports you receive will help you verify that all your legitimate emails are being correctly identified and authenticated. 

How to Add a DMARC Record on GoDaddy 

In this article, you will learn how to create a DMARC record for the DMARC policy of none on GoDaddy. 

Adding a DMARC record is one of the essential steps to complete domain authentication. The necessary values can be found in the popup window containing your DNS records in MerwinSaaS. 

Log in to your GoDaddy account and navigate to the DNS zone for your domain. Click Add New Record. 

24. Select TXT as the record type. 

25. In the Name field, enter _dmarc (as shown in the Name column of the MerwinSaaS popup). 

26. In the Value field, enter the DMARC value: v=DMARC1; p=none; rua=mailto:youraddress@yourdomain.com 

Example: If your email is example@example.com, enter: v=DMARC1; p=none; rua=mailto:example@example.com 

27. Click Save to save. 

Remarks 

28. You must have only one DMARC record in your DNS zone. If an old DMARC record already exists, delete it before adding the new one. 

29. Once the DMARC record is added, email providers will generate and send a daily report to the email address specified in the rua tag of your DMARC record. To avoid cluttering your main inbox, we recommend using a dedicated email address for these reports. 

30. DMARC reports are sent in raw format. Visit support.google.com/a/answer/10032472 to learn how to interpret them. For further assistance, contact MerwinSaaS support. 

31. Verify your DMARC record is set up correctly by searching for your domain at mxtoolbox.com/dmarc.aspx 

Notes 

• Adding a DMARC record ensures that receiving servers properly authenticate your legitimate emails. 

• The DMARC reports you receive will help you verify that all your legitimate emails are being correctly identified and authenticated. 

How to Add a DMARC Record on Hostinger 

In this article, you will learn how to create a DMARC record for the DMARC policy of none on Hostinger. 

Adding a DMARC record is one of the essential steps to complete domain authentication. The necessary values can be found in the popup window containing your DNS records in MerwinSaaS. 

Log in to your Hostinger account and navigate to DNS / Nameservers for your domain. In the Manage DNS records section, use the dropdown to create a new record. 

32. Select TXT as the record type. 

33. In the Name field, enter _dmarc (as shown in the Name column of the MerwinSaaS popup). 

34. In the Value field, enter the DMARC value: v=DMARC1; p=none; rua=mailto:youraddress@yourdomain.com 

Example: If your email is example@example.com, enter: v=DMARC1; p=none; rua=mailto:example@example.com 

35. Click Add Record to save. 

Remarks 

36. You must have only one DMARC record in your DNS zone. If an old DMARC record already exists, delete it before adding the new one. 

37. Once the DMARC record is added, email providers will generate and send a daily report to the email address specified in the rua tag of your DMARC record. To avoid cluttering your main inbox, we recommend using a dedicated email address for these reports. 

38. DMARC reports are sent in raw format. Visit support.google.com/a/answer/10032472 to learn how to interpret them. For further assistance, contact MerwinSaaS support. 

39. Verify your DMARC record is set up correctly by searching for your domain at mxtoolbox.com/dmarc.aspx 

Notes 

• Adding a DMARC record ensures that receiving servers properly authenticate your legitimate emails. 

• The DMARC reports you receive will help you verify that all your legitimate emails are being correctly identified and authenticated. 

How to Automate the Process of Cleaning Up Your Contact List 

This guide shows you how to automatically clean up your contact list on MerwinSaaS. 

What you will need: 

• A MerwinSaaS account 

• A contact list 

Accessing the Automatic List Cleaning Settings 

40. Hover over your profile picture and click Settings. 

41. In the settings menu, click Emails. 

42. Scroll down to the Automatic list cleaning section. 

You will see two options: 

43. Every week Unsubscribe/Delete all contacts who have not opened any email for 1 to 26 weeks and who have never purchased anything. 

44. Every week Unsubscribe/Delete all contacts who have not opened any email for 1 to 26 weeks and who have already purchased something. 

Examples 

Automatically delete non-purchasing inactive contacts (e.g., 8 weeks): Check the box "Every week delete all contacts who have not opened any email for 8 weeks and who have never purchased anything." 

Automatically unsubscribe non-purchasing inactive contacts (e.g., 8 weeks): Check the box "Every week unsubscribe all contacts who have not opened any email for 8 weeks and who have never purchased anything." Note: Unsubscribing removes them from future emails but does not delete them from your contact list. 

Automatically delete purchasing inactive contacts (e.g., 8 weeks): Check the box "Every week delete all contacts who have not opened any email for 8 weeks and who have already purchased something." This applies to existing customers. 

Automatically unsubscribe purchasing inactive contacts (e.g., 8 weeks): Check the box "Every week unsubscribe all contacts who have not opened any email for 8 weeks and who have already purchased something." These contacts are not removed from your list but will no longer receive emails. 

Important 

• If you want to keep sales records for accounting purposes, we recommend unsubscribing inactive contacts rather than deleting them. 

• Removing unengaged contacts improves your email deliverability. Maintaining an engaged list ensures better open rates and overall statistics. 

How to Add a DMARC Record on Cloudflare 

In this article, you will learn how to create a DMARC record for the DMARC policy of none on Cloudflare. 

Adding a DMARC record is one of the essential steps to complete domain authentication. The necessary values can be found in the popup window containing your DNS records in MerwinSaaS. 

Log in to your Cloudflare dashboard, select your domain, and navigate to DNS > Records. Click Add record. 

45. Select TXT as the record type. 

46. In the Name field, enter _dmarc (as shown in the Name column of the MerwinSaaS popup). 

47. In the Content (Value) field, enter the DMARC value: v=DMARC1; p=none; rua=mailto:youraddress@yourdomain.com 

Example: If your email is example@example.com, enter: v=DMARC1; p=none; rua=mailto:example@example.com 

48. Click Save to save. 

Remarks 

49. You must have only one DMARC record in your DNS zone. If an old DMARC record already exists, delete it before adding the new one. 

50. Once the DMARC record is added, email providers will generate and send a daily report to the email address specified in the rua tag of your DMARC record. To avoid cluttering your main inbox, we recommend using a dedicated email address for these reports. 

51. DMARC reports are sent in raw format. Visit support.google.com/a/answer/10032472 to learn how to interpret them. For further assistance, contact MerwinSaaS support. 

52. Verify your DMARC record is set up correctly by searching for your domain at mxtoolbox.com/dmarc.aspx 

Notes 

• Adding a DMARC record ensures that receiving servers properly authenticate your legitimate emails. 

• The DMARC reports you receive will help you verify that all your legitimate emails are being correctly identified and authenticated. 

How to Add a DMARC Record on IONOS 

In this article, you will learn how to create a DMARC record for the DMARC policy of none on IONOS. 

Adding a DMARC record is one of the essential steps to complete domain authentication. The necessary values can be found in the popup window containing your DNS records in MerwinSaaS. 

Log in to your IONOS dashboard and navigate to the DNS settings (DNS zone) for your domain. Click Add a record. 

53. Select TXT as the record type. 

54. In the Hostname field, enter _dmarc (as shown in the Name column of the MerwinSaaS popup). 

55. In the Value (Point to) field, enter the DMARC value: v=DMARC1; p=none; rua=mailto:youraddress@yourdomain.com 

Example: If your email is example@example.com, enter: v=DMARC1; p=none; rua=mailto:example@example.com 

56. Click Save to save. 

Remarks 

57. You must have only one DMARC record in your DNS zone. If an old DMARC record already exists, delete it before adding the new one. 

58. Once the DMARC record is added, email providers will generate and send a daily report to the email address specified in the rua tag of your DMARC record. To avoid cluttering your main inbox, we recommend using a dedicated email address for these reports. 

59. DMARC reports are sent in raw format. Visit support.google.com/a/answer/10032472 to learn how to interpret them. For further assistance, contact MerwinSaaS support. 

60. Verify your DMARC record is set up correctly by searching for your domain at mxtoolbox.com/dmarc.aspx 

Notes 

• Adding a DMARC record ensures that receiving servers properly authenticate your legitimate emails. 

• The DMARC reports you receive will help you verify that all your legitimate emails are being correctly identified and authenticated. 

How to Add a DMARC Record on Infomaniak 

In this article, you will learn how to create a DMARC record for the DMARC policy of none on Infomaniak. 

Adding a DMARC record is one of the essential steps to complete domain authentication. The necessary values can be found in the popup window containing your DNS records in MerwinSaaS. 

Log in to your Infomaniak dashboard and navigate to the DNS zone for your domain. Click Add a record. 

61. Select DMARC as the record type. 

62. In the Source field, enter _dmarc (as shown in the Name column of the MerwinSaaS popup). 

63. In the Target field, enter the DMARC value: v=DMARC1; p=none; rua=mailto:youraddress@yourdomain.com 

Example: If your email is example@example.com, enter: v=DMARC1; p=none; rua=mailto:example@example.com 

64. Click Save. 

Remarks 

65. You must have only one DMARC record in your DNS zone. If an old record already exists, delete it before adding the new one. 

66. Once added, email providers will generate and send daily reports to the email address in the rua tag. We recommend using a dedicated email address to avoid cluttering your main inbox. 

67. DMARC reports are sent in raw format. Visit support.google.com/a/answer/10032472 to learn how to read them. Contact MerwinSaaS support for further assistance. 

68. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

Notes 

• Adding a DMARC record ensures receiving servers properly authenticate your legitimate emails. 

• DMARC reports help verify that all your legitimate emails are correctly identified and authenticated. 

How to Authenticate Your Domain Name on LWS 

This article will show you how to set up domain authentication on LWS. 

What you will need: 

• A MerwinSaaS account 

• A domain name on LWS 

Case 1: Sending Emails via MerwinSaaS 

Step 1: Log In to Your MerwinSaaS Account 

69. Hover over your profile picture and click Settings, then Emails. 

70. Go to the Domains section, then click "Click here to authenticate your domain and display its information in your email header, which will help improve your email delivery rates." 

71. In the popup, enter your domain name without the "www", then click Save to generate three CNAME records and one TXT (DMARC) record. 

72. Refresh the page and click the eye icon to display your DNS records. 

IMPORTANT: 

73. Authentication of a domain name is mandatory to send emails from MerwinSaaS. 

74. The domain must have an active website linked to it. A domain leading to a 404 error may cause email providers to block your emails. 

75. You cannot authenticate domains from personal email providers (Gmail, Yahoo, ProtonMail, etc.). Only custom domains can be authenticated. 

Step 2: On Your LWS Account 

Log in to your LWS account and navigate to the DNS settings for your domain. Add the provided CNAME records to your DNS zone. If you encounter difficulties, contact your host's support team. 

76. Once logged in, click Manage next to your domain, go to Domain Management, then DNS Zone. 

77. Select the CNAME option for adding the first three records. 

78. In the Name field, paste only the part before your domain name from the MerwinSaaS record (e.g., enter only "si942517" if the full value is si942517.yourdomain.com). 

79. In the Value field, paste the value provided by MerwinSaaS and append a period (.) to the end. 

Example records (values are examples): 

Name: si942517     Value: inbound.merwinsaas. 

Name: merwinsaas1._domainkey     Value: key1.merwinsaas. 

Name: merwinsaas2._domainkey     Value: key2.merwinsaas. 

Click Add to validate. Repeat for all three CNAME records. 

80. Select TXT for adding the DMARC record. Copy the generated TXT from your MerwinSaaS account and add it as: 

Name: _dmarc 

Value: v=DMARC1; p=none; rua=mailto:your@email.com 

81. Click Add to validate. 

82. Verify your CNAME records at dnschecker.org — a green check means successful authentication. If any appear red, check your DNS settings and contact support with a screenshot. 

83. Verify your DMARC record at mxtoolbox.com/dmarc.aspx. 

IMPORTANT: To send emails using your authenticated domain, you must confirm the sender email address associated with that domain. 

Case 2: Using Your Own SendGrid Account 

If you are using your own SendGrid account and not MerwinSaaS's autoresponder, contact SendGrid support for instructions on authenticating your domain to improve deliverability. 

How to Add a DMARC Record on LWS 

In this article, you will learn how to create a DMARC record for the DMARC policy of none on LWS. 

Adding a DMARC record is one of the essential steps to complete domain authentication. The necessary values can be found in the popup window containing your DNS records in MerwinSaaS. 

Log in to your LWS account and navigate to the DNS zone for your domain. 

84. Select TXT as the record type. 

85. In the Name field, enter _dmarc (as shown in the Name column of the MerwinSaaS popup). 

86. In the Value field, enter the DMARC value: v=DMARC1; p=none; rua=mailto:youraddress@yourdomain.com 

Example: If your email is example@example.com, enter: v=DMARC1; p=none; rua=mailto:example@example.com 

87. Click Add to save. 

Remarks 

88. You must have only one DMARC record in your DNS zone. If an old DMARC record already exists, delete it before adding the new one. 

89. Once the DMARC record is added, email providers will generate and send a daily report to the email address specified in the rua tag of your DMARC record. To avoid cluttering your main inbox, we recommend using a dedicated email address for these reports. 

90. DMARC reports are sent in raw format. Visit support.google.com/a/answer/10032472 to learn how to interpret them. For further assistance, contact MerwinSaaS support. 

91. Verify your DMARC record is set up correctly by searching for your domain at mxtoolbox.com/dmarc.aspx 

Notes 

• Adding a DMARC record ensures that receiving servers properly authenticate your legitimate emails. 

• The DMARC reports you receive will help you verify that all your legitimate emails are being correctly identified and authenticated. 

How to Manually Add Students to a Course 

In this article, you'll learn how to manually add students to courses in your MerwinSaaS account. 

What you will need: 

• A MerwinSaaS account 

• A course 

Steps 

1. Navigate to the Assets tab and click Courses. 

2. Select the course and click Add student. 

3. In the popup window, enter the following details for the student: First name, Last name, and Email. 

4. Select the student's access type: 

• Full access: Gives the student immediate access to the entire course. 

• Partial access: Gives access to only specific parts of the course. 

• Drip content: Releases content gradually over time. 

5. Click Save to add the student to your course. 

Important: Once added, the system automatically emails the student their login credentials and a link to the course. 

How to Create a Quiz in a Course Module 

In this article, you will learn how to create a quiz for a course module. 

Accessing Courses 

In the menu, navigate to the Assets tab, click Courses, and then click on your course. 

Creating a Quiz 

6. Go to the desired module, click the three dots (...), and select Create a quiz for this module. 

7. In the confirmation popup, click Confirm. 

Adding Questions 

8. Click Add a question. 

9. Enter your question, then click Save. 

Adding Answers 

10. Click Add an answer. 

11. Enter your answer. If this is an incorrect answer, leave the Correct answer box unchecked, then click Save. 

12. If the answer is correct, check the Correct answer box. Correct answers will be highlighted in green in the editor. 

Note: A question can have multiple correct answers. 

Activating the Quiz 

13. Click Activate Quiz. 

14. In the popup, click Confirm to activate it. 

Once activated, the quiz will appear as part of the curriculum. 

Note: The quiz will only be accessible after all of the module's lessons have been marked as completed. 

Deactivating the Quiz 

15. Click Deactivate quiz within the module. 

16. In the popup, click Confirm to deactivate it. 

Note: To edit, add, or delete questions, you must first deactivate the quiz. Make your changes, then reactivate it. 

How to Create a Course Bundle 

In this article, you will learn how to create a course bundle. 

What you will need: 

• A MerwinSaaS account 

• Courses 

Accessing Course Bundles 

In the Menu, click Assets, then Courses, and finally Bundles. 

Creating a Bundle 

17. Click Create. 

18. Add the following bundle details: Name, Description, Instructor name, and Bundle cover image. 

19. Click Save once you're done. 

Adding Courses to the Bundle 

20. Click on the course bundle you created, then click Add a course. 

21. Choose the courses to include in your bundle, then click Save. 

Setting a Delay Before Starting 

Once you have added courses to your bundle, you can set a Delay before start for each course — for example, a delay before the course becomes available. 

Note: This option is applicable only to course bundles sold with the drip content access type. 

Enter a delay time and click Save. 

Note: If you sell a course bundle with drip content access, the delays will stack. Content will unlock based on the specific course delays plus the Delay before start you set for the bundle itself. 

How to Grant Free Access to a Course 

In this article, you will learn how to give your contacts free access to a course. 

What you will need: 

• A MerwinSaaS account 

• A sales funnel 

• A course 

Method 1: Manually Granting Access to a Course 

To add a student manually, refer to the article: How to Manually Add Students to a Course. 

Method 2: Automatically Give a Student Access Using an Opt-in Page 

22. Create a new sales funnel with an opt-in page and a thank you page. Select the opt-in page and click Edit page to open the editor. 

23. Create an opt-in form inside the editor. The form must include at least one Form input set to Email type, and a button set to the Submit form action. 

24. Close the editor and open the Automation rules tab on the same page. Click Add rule. 

25. Click the (+) button to add a trigger and choose Funnel step form subscribed. 

26. Click the (+) button next to the trigger to add an action and select Enroll in course. 

27. Select a course from the dropdown menu and choose the access type: 

• Full access: Grants students immediate access to all course content. 

• Drip content: Grants gradual access to course content over time. 

• Partial access: Grants access only to specific modules within the course. 

28. Click Save rule to apply your changes. 

Now, when your students opt in on the opt-in page and click the submit form button, the automation rule will be triggered, enrolling them in the course automatically. 

How to Set Up a Public Course Store and Promote Courses to Existing Students 

This guide shows you how to showcase your courses to the public (via a school page) and to existing students (via the student dashboard). 

Prerequisites: 

• A MerwinSaaS account 

• Courses created in your account 

• A student who has access to at least one of your courses 

• A sales funnel with a sales page 

Part 1: How to Create Your Public Course Store 

To display a catalog of your courses to the public, you can use your school page. This page acts as a central library located at yourdomain.com/school and is accessible to everyone, even visitors without an account. 

How to Add Courses to Your Store 

29. Go to the courses tab, select the course you want to feature, and click Settings. 

30. Select the domain you want to use for this course. 

31. Scroll down to the Sales page section. Select the Funnel and the specific Funnel step for your sales page, then click Save at the top of the page. 

Once saved, your course will appear on your public school page at: https://yourdomain.com/school 

Notes 

• Public access: Visitors can browse and discover courses at https://www.yourdomain.com/school, even without a MerwinSaaS account. 

• Redirects: When a visitor clicks Get access, they will be redirected to the sales page you configured. 

• Important: You must link a sales page in the course settings. If you don't, the course will be hidden from the public school page. 

Part 2: How to Promote Your Courses on the Student Dashboard 

Displaying other courses on the student dashboard is a great way to drive sales to students who are already enrolled in one of your programs. 

32. Go to the courses tab and click Settings for the course you want to promote. 

33. Scroll down to the Sales page section. Select the Funnel and Step for your sales page, then click Save. 

The Student Experience 

Once configured, your course will appear under the Explore tab in the student dashboard. 

• If they own the course: They will see an Open button to resume learning. 

• If they don't own the course: They will see a Get access button, which redirects them to your sales page. 

Notes 

• Visibility: The course will not appear on the dashboard or public page unless a sales page is linked in the settings. 

• Prerequisite: Students only see the Explore tab if they are already enrolled in at least one of your courses. 

• Language Matching: The Explore tab only displays courses that match the language of the student's profile. For example, a student with their profile set to French will only see courses where the language is set to French. You can change a course's language in the course settings. 

How to Share a Course 

In this article, you will learn how to share a course between MerwinSaaS accounts. 

This feature allows you to share a copy of your course with other MerwinSaaS users so they can import it into their accounts. 

Steps 

34. Navigate to the Assets tab and select Courses. Click Add a new course to create a new one if needed. 

35. Once the course is created, click the three dots (...), then select Share. 

36. A popup window will display the course URL. Click Copy link to clipboard and share it with the recipient. 

How Recipients Access the Course 

37. The recipient must first log in to their MerwinSaaS account. 

38. They paste the shared link into their browser's address bar. 

39. A notification will confirm the course has been successfully added to their account. 

40. The course will be available under Assets > Courses in their account. 

How to Grant Access to a Course on a Specific Date 

In this article, you'll learn how to grant access to a course on a specific date. 

What you will need: 

• A MerwinSaaS account 

• An order form 

• A course 

Setting a Date for Your Course Launch 

41. Go to the Order form step of the sales funnel you're using to sell your course and select the Digital product offer type. 

42. Click the (+) button in the Resources tab. 

43. Choose the Courses resource. Select your course and the access type you want to grant. Then toggle the Grant access on specific date switch. 

44. Select the access date of your choice, then save. 

Notes 

• Your students will gain access to the course on the selected day at 12:00 AM (midnight) in your time zone. 

• You can also set an expiration delay if you select Full access or Partial access instead of Drip content. 

• Expiration delays are set in days. 

• Your students will receive an email providing them with access to the course immediately after payment, but the course will only be unlocked on the specified date. 

Example: If the access date is set to March 1 and the expiration delay is 30 days, students will have access from March 1 at 12:00 AM until March 30 at 11:59 PM — providing 30 full days of access. 

How to Modify a Course's Information 

In this article, you will learn how to modify the information of your course. 

What you will need: 

• A MerwinSaaS account 

• A course 

Steps 

45. Navigate to the courses section by clicking the Assets tab on your dashboard, then click Courses. 

46. Locate your course in the course list, hover over the three dots (...), and click Settings to display the course information. 

47. Modify your course settings as needed. You can update the course name, description, instructor name, cover image, domain, language, sales page link, and other options. 

48. To save your changes, click the Save button in the upper-right corner of the page. 

How to Add a Comment Section to Your Course 

In this article, you will learn how to add a student comment section to your course. 

Important: The comment element is only available in the lecture settings and cannot be added to a blog page or sales funnel step. 

Enabling Comments on a Lecture 

49. Open the course to view the list of modules and lectures. 

50. In the lecture where you want to add the comment section, click Settings. 

51. In the popup that appears, check the Enable comments box and save. 

When viewing the lecture, students will see the comment section at the bottom of the lecture page. 

What Students Can Include in Comments 

When adding a comment, students can also include: 

• An image or video from their device 

• A direct video link from YouTube, Facebook, Twitch, Vimeo, Wistia, or Loom 

• A GIF 

• A link 

• An emoji 

The student's full name and profile picture will be displayed alongside their comment. 

Comment Interactions 

• Students can like a comment by clicking the Thumbs up icon. 

• Students can reply to a comment by clicking Reply. 

• View all replies to a comment by clicking X Replies. Hide them by clicking Hide replies. 

• Comments can be sorted: Newest first, Oldest first, or Most popular. 

• Students can edit or remove their own comments by clicking the three dots next to their comment. 

Note: The course owner can delete all comments added to a course. 

Comment Notifications 

To be notified of new student comments, go to the Notifications section of your MerwinSaaS settings. Check the Email or In-app boxes next to Notify me about comments on my courses. 

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How to Revoke a Student's Access to a Course 

In this article, you will learn how to revoke a student's access to a course. 

What you will need: 

• A MerwinSaaS account 

• A course 

• At least 1 student 

Steps 

1. Navigate to Assets, then click Courses. 

2. Click on the Students tab to view the list of enrolled students. Click the student's email address to open their file. 

3. Once on the student's file, go to the Enrollments section. Click the three dots (...) and select Dismiss to revoke their access to the course. 

4. Click Confirm to finalize. 

Note: Revoking access does not remove the student from your students list — they simply lose access to the course content. To permanently delete a student from your list, see: How to Remove a Student. 

How to Set Up Email Notifications for a Lecture in a Drip Course 

In this article, you will learn how to set up email notifications for a drip course to let students know when a new lecture becomes available. 

Note: When setting up a course with drip access, you schedule delays between lectures. This allows you to send automated emails notifying students as soon as a lecture unlocks. 

Steps 

5. Click Assets in the navigation menu, then select Courses. Open the course and locate the lecture where you want to add the notification email. 

6. Click the three dots (...) next to the lecture, then select Create a drip access email. 

7. In the popup window, enter the subject, sender name, and sender email address. Choose your preferred email editor (Visual editor or Classic editor), then click Save. 

8. You will be redirected to the editor to customize the email your students will receive when the lecture unlocks. Once finished, click Save. 

Editing or Removing the Email 

• To edit the email later, click the three dots next to the lecture and select Edit drip campaign email. 

• To delete the email, click Remove email message. 

How to Manually Resend Your Students the Access Email for a Course 

In this article, you'll learn how to manually send a course access email to your student and grant them access to your course. 

What you will need: 

• A MerwinSaaS account 

• A course 

• A student 

Steps 

9. Navigate to Assets, then Courses. 

10. Access the Students tab to see the list of all your students. Click a student's email address to navigate to their profile page. 

11. Once on the student's profile, go to the Enrollments section, click on the three dots (...), and then click Resend the access email. 

After the email is sent, a confirmation message will indicate that it has been sent successfully. 

How to Sell a Course Bundle 

In this article, you'll learn how to sell a course bundle using MerwinSaaS. 

What you will need: 

• A MerwinSaaS account 

• A course bundle created in MerwinSaaS 

• A sales funnel 

• An order form 

Steps 

12. In your sales funnel, click on your order form. Choose the offer type Digital product, then click the Plus (+) button to add a resource. 

13. Name your digital product. Then click the + icon to add a resource, select Course Bundles, and choose the bundle you want to sell. 

14. Select the course bundle access type. 

15. Click Save to confirm your configuration. 

Note: You must add a price plan to your offer before you can sell it. Refer to: How to Create and Configure a Price Plan. 

How to Edit the Course Instructor's Information 

This article shows how to modify the instructor's information on MerwinSaaS. 

What you will need: 

• A MerwinSaaS account 

• A course 

Steps 

16. Click the three dots (...) on the course card to open the menu, then select Settings. 

17. Update the instructor's name and photo for the course. 

18. Click Save to confirm your changes. 

How to Export a Student's Session Log Report 

In this article, you will learn how to download a student session log report. 

What you will need: 

• A MerwinSaaS account 

• A course 

• A student 

Steps 

19. In the menu, click Assets and then Courses. 

20. Go to the Students tab. Click on the student's email address to open their page. 

21. Once inside the student's page, scroll to the Enrollments section. Click the three dots (...) menu, then select Export session log report. 

22. In the popup window, select the desired time period and click Download. 

Important: For student activity to be recorded, you must ensure the Store student sessions box is checked in your Courses settings. Unless this option is enabled, student activity will not be recorded. 

How to Remove the "No Lectures Yet" Message from Your Course 

In this article, you will learn how to remove the "No lectures yet" message that appears when you preview your course. 

Why Do I See This Message? 

The "No lectures yet" message is displayed when you have created your course but have not published any lectures yet. 

Publishing Lectures 

23. Navigate to the Assets tab, then click Courses. 

24. Click on your course to view the modules and lectures. 

25. If you see the "No lectures yet" message, it means your lectures are inactive (indicated by the grey icon). To publish a lecture, hover over the three dots (...) and click Activate. 

After activating your lectures, you will no longer see the "No lectures yet" message when previewing your course or when a student accesses it. 

Important: When you create a new lecture, it is automatically saved as a draft. Make sure to Activate your new lectures to ensure your students can access them. 

How to Provide Your Students with a Certificate of Completion 

In this article, you will learn how to provide your students with a certificate of completion for a course. 

What you will need: 

• A MerwinSaaS account 

• A course 

• At least 1 student 

Setting Up the Certificate in Your MerwinSaaS Account 

26. In the menu, click Assets and then Courses. 

27. Click the three dots (...) next to your course, then select Settings. 

28. Scroll down and check the Issue certificate upon completion box. 

29. Personalize the certificate with your branding: 

• Certificate logo: Upload your organization's logo to appear on the certificate. This reinforces your brand identity when students download their certificates. 

• Signature: Upload a signature image (such as an instructor's or administrator's signature) to make the certificate more official and personalized. 

30. Save your changes. 

The Student Experience 

The student must mark all lectures in the course as complete to reach 100% progress before they can download the certificate. Once they do, the Certificate of Completion section appears and they can click Download Certificate of Completion. 

Note: Apart from the signature and logo, the certificate is generated automatically and cannot be modified. 

How to Grant Access to a Course Automatically After Opt-In on a Form 

In this article, you will learn how to grant course access automatically to contacts who register via your opt-in form. 

What you will need: 

• A MerwinSaaS account 

• A course 

• An opt-in page 

Steps 

31. Navigate to your funnel, select the page containing the form, and click Edit page. 

32. In the left panel, click the form's button to display its settings. For the Action when button clicked field, select Submit form, and choose a redirection option (e.g., to the next step). 

33. Close the editor and open the Automation rules tab. Click Add rule. 

34. Click the (+) button to add a trigger and select Funnel step form subscribed. 

35. Click the (+) button to add an action and select Enroll in course. Choose the course and the access type you want to provide for your students. 

36. Click Save rule to save the automation rule. 

How to Disable Downloading of Audio and Video from Course Pages 

In this article, you will learn how to prevent your students from downloading audio and video resources from courses they are enrolled in. 

Steps 

37. Click your profile picture, then select Settings. 

38. Click Courses in the left menu sidebar. 

39. Check the box labeled Disable downloading of audio and video from course pages. 

40. Click Save to apply your changes. 

This way, your students can view the video and audio files, but will not be able to download them. 

How to Remove a Student 

In this article, you will learn how to remove a student from your MerwinSaaS account. 

What you will need: 

• A MerwinSaaS account 

• At least one enrolled student 

Accessing Students 

41. Navigate to the Assets tab, then click Courses. 

42. Click the Students tab to display a list of all students who have access to your courses. 

Removing a Student 

43. Locate the student you want to remove. Click the three dots (...) menu, then select Delete. 

Notes 

• Access: A deleted student immediately loses access to all enrolled courses. 

• Progress: Deleting a student permanently erases their course progress. If they regain access in the future, they will have to start from the beginning. 

How to connect your Hostinger subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

256. Log in to your account 

257. Navigate to the relevant settings section 

258. Follow the on-screen instructions 

259. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to manage your files in MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

260. Log in to your account 

261. Navigate to the relevant settings section 

262. Follow the on-screen instructions 

263. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your Cloudflare subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

264. Log in to your account 

265. Navigate to the relevant settings section 

266. Follow the on-screen instructions 

267. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your Infomaniak subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

268. Log in to your account 

269. Navigate to the relevant settings section 

270. Follow the on-screen instructions 

271. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your IONOS subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

272. Log in to your account 

273. Navigate to the relevant settings section 

274. Follow the on-screen instructions 

275. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to use the MerwinSaaS MCP server (Model Context Protocol) 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

276. Log in to your account 

277. Navigate to the relevant settings section 

278. Follow the on-screen instructions 

279. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your LWS domain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

280. Log in to your account 

281. Navigate to the relevant settings section 

282. Follow the on-screen instructions 

283. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to connect your LWS subdomain to MerwinSaaS 

This guide explains the steps required to complete this process in MerwinSaaS. 

Steps 

284. Log in to your account 

285. Navigate to the relevant settings section 

286. Follow the on-screen instructions 

287. Save your changes 

Notes 

Important 

• Ensure DNS changes may take time to propagate 

• Double-check all entries before saving 

How to manually add a student to a course bundle 

Enroll individual students into a collection of courses manually. [cite: 10] 

Manual Enrollment Steps 

1. Navigate to the 'Students' tab under your contact management. [cite: 10] 

2. Select the specific student you wish to enroll. [cite: 10] 

3. Click on 'Enroll in course bundle' and select the desired bundle from the list. [cite: 10] 

4. Choose the access type (Full access or Drip content) and save. [cite: 10] 

How to trigger automations when a course, module, or lecture is completed 

Automate actions based on your students' progress. [cite: 10] 

Setting Up Triggers 

You can set up automation rules that trigger when a student finishes specific milestones. [cite: 10] 

Available Triggers 

1. Course completed: Triggered when every lecture is marked as finished. [cite: 10] 

2. Module completed: Triggered when all lectures within a specific module are done. [cite: 10] 

3. Lecture completed: Triggered immediately after a student completes a single lesson. [cite: 10] 

Common Actions 

Use these triggers to send a congratulatory email, award a tag, or enroll them in a follow-up course. [cite: 10] 

How to view access dates for a drip content course 

Monitor when students will gain access to upcoming modules. [cite: 10] 

Checking Drip Schedules 

If you use drip content, modules are released over time. [cite: 10] 

1. Go to your Course editor. [cite: 10] 

2. View the student's progress report. [cite: 10] 

3. The system will display the specific calendar dates when each locked module will become available to that specific student based on their enrollment date. [cite: 10] 

How to give free access to a course bundle 

Grant full access to multiple courses without requiring a payment. [cite: 10] 

Free Access Methods 

1. Manual Entry: Add the student directly to the bundle as described in the manual enrollment guide. [cite: 10] 

2. Automation Rule: Set a trigger (like a tag being added) to automatically enroll the student in the course bundle for free. [cite: 10] 

3. Opt-in Page: Create a funnel where the 'Thank You' page action or the automation rule grants bundle access upon email submission. [cite: 10] 

How to send automated course reminder emails to students 

Boost completion rates by reminding students to return to their lessons. [cite: 10] 

Creating Reminders 

1. Use the 'Course Reminders' feature within the course settings. [cite: 10] 

2. Set a timeframe (e.g., if a student hasn't logged in for 5 days). [cite: 10] 

3. Draft a custom email template to encourage them to pick up where they left off. [cite: 10] 

How to create a light course 

Set up a simplified version of your training content. [cite: 10] 

Light Course Overview 

A 'Light' course is designed for shorter, punchier content delivery without the complexity of full-scale LMS structures. [cite: 10] 

Setup 

1. Select 'Create Course' and choose the 'Light' template. [cite: 10] 

2. Upload your videos or text directly. [cite: 10] 

3. Use this format for lead magnets or introductory workshops. [cite: 10] 

How to access your student dashboard 

The portal where students view their enrolled content. [cite: 10] 

For the Student 

Students can access their dashboard via the unique login URL provided in their welcome email. [cite: 10] 

For the Admin 

1. You can view the dashboard exactly as a student sees it by clicking 'View as Student' within your course settings. [cite: 10] 

How to create an assignment for a course lecture 

Engage students by requiring tasks or file uploads. [cite: 10] 

Adding Assignments 

1. Open a specific lecture in the course editor. [cite: 10] 

2. Add the 'Assignment' element to the page. [cite: 10] 

3. Configure the instructions and specify if the student needs to upload a file or provide a text response. [cite: 10] 

4. You can choose to manually approve assignments before the student can proceed to the next lecture. [cite: 10] 

How to configure a button and add an image to a page 

Basic design elements for your MerwinSaaS pages. [cite: 10] 

Button Settings 

1. Action: Set what happens when clicked (Open URL, Next Step, Download file). [cite: 10] 

2. Styling: Adjust colors, fonts, and padding in the side settings panel. [cite: 10] 

Adding Images 

1. Drag the 'Image' element from the editor sidebar onto your page. [cite: 10] 

2. Click the element to upload a file or select one from your library. [cite: 10] 

3. Add Alt Text for SEO and accessibility. [cite: 10] 

How to add an FAQ section to your page 

Provide clear answers to common questions using the FAQ element. 

Adding an FAQ 

1. Open your page editor and drag the 'FAQ' element onto your section. 

2. Click on the element to edit each question and answer pair. 

3. Customize the look by adjusting the font, colors, and icon styles in the settings panel. 

How to use the delay countdown and daily countdown features 

Add urgency to your offers with automated timers. 

Delay Countdown 

1. Drag the 'Countdown' element to your page. 

2. Select 'Delay' to start a timer from the moment a visitor lands on the page. 

Daily Countdown 

1. Choose 'Daily' to have the timer reset every 24 hours (useful for recurring daily offers). 

2. Set the expiration action, such as redirecting the user to another URL once the time is up. 

How to use the 'Text' section in the editor 

Master the basic text elements for your content. 

Text Basics 

1. Use 'Text' for standard paragraphs and 'Headline' for titles. 

2. Highlight text to access the inline editor for bolding, italics, or hyperlinking. 

3. Use the sidebar to control line height, letter spacing, and margins for better readability. 

How to add a checkbox to your page 

Gather consent or allow users to select options on your forms. 

Checkbox Setup 

1. Drag the 'Checkbox' element into a form container. 

2. Edit the text to include your terms or options. 

3. In the settings, mark the checkbox as 'Required' if the user must agree before submitting. 

How to add audio to your page 

Embed sound files or music directly into your funnels. 

Audio Integration 

1. Drag the 'Audio' element onto your page. 

2. Upload your file (MP3 format recommended) or provide an external URL. 

3. Toggle settings like 'Autoplay' or 'Loop' depending on your design needs. 

How to share a block with other accounts 

Export specific page sections to colleagues or clients. 

Sharing Blocks 

1. Hover over a block (section or row) and click the 'Save' (disk) icon. 

2. Name your block and save it to your library. 

3. Go to 'My Blocks', click the 'Share' icon, and copy the unique URL to give to another MerwinSaaS user. 

How to add an affiliate badge and earn lifetime commissions 

Monetize your pages by displaying the MerwinSaaS logo. 

Badge Setup 

1. In the page editor settings, toggle the 'Affiliate Badge' to ON. 

2. The badge will appear in the bottom corner of your page. 

3. If a visitor clicks the badge and signs up, they are linked to your affiliate ID for life. 

How to add subtext to a button 

Add clarifying text beneath your main button call-to-action. 

Subtext Configuration 

1. Select your button element in the editor. 

2. Look for the 'Subtext' field in the settings sidebar. 

3. Enter your text (e.g., 'No credit card required') and adjust its font size separately from the main text. 

How to add the X share button to a page 

Allow visitors to easily share your content on X (formerly Twitter). 

Social Sharing 

1. Drag the 'Social Share' element to your desired location. 

2. Select 'X' (Twitter) from the list of available platforms. 

3. Customize the pre-filled message that will appear when users click the button. 

How to keep a section always visible on your page 

Create 'sticky' headers or sections that remain in view while scrolling. 

Sticky Sections 

1. Select the section you want to pin. 

2. In the settings sidebar, locate the 'Sticky' option. 

3. Choose 'Top' to keep the section fixed at the top of the browser window as the user scrolls down. 

How to set up an email campaign 

Create a sequence of automated emails to nurture your leads. 

Campaign Setup 

1. Go to the 'Emails' tab and select 'Campaigns'. 

2. Click 'Create', give your campaign a name, and save. 

3. Click on the campaign name to start adding individual email steps. 

4. For each email, define the delay (e.g., send 1 day after the previous email). 

How to confirm and change your email sender address 

Manage the identity your subscribers see in their inbox. 

Confirming Your Address 

1. Navigate to Settings > Email Settings. 

2. Enter your desired sender email and click 'Save'. 

3. Check your inbox for a confirmation email from MerwinSaaS and click the verification link. 

Changing the Sender Address 

1. You can update the 'Sender email address' and 'Sender name' globally in Email Settings. 

2. These changes will apply to all future newsletters and campaigns unless overridden in specific email settings. 

How to generate a SendGrid API key and add it to MerwinSaaS 

Use SendGrid as your external SMTP provider for enhanced deliverability. 

In SendGrid 

1. Log into SendGrid and go to Settings > API Keys. 

2. Create a 'Full Access' key and copy the code immediately. 

In MerwinSaaS 

1. Go to Settings > Email Settings. 

2. Locate the SMTP section and enter 'smtp.sendgrid.net' as the host. 

3. Use 'apikey' as the username and paste your SendGrid key into the password field. 

How to automate the sending of an email sequence 

Connect your funnels to your email campaigns automatically. 

Automation Rules 

1. Go to your Funnel and select the 'Automation Rules' tab. 

2. Add a trigger, such as 'Funnel Step Form Subscribed'. 

3. Add an action: 'Subscribe to campaign'. 

4. Select the campaign you created to start the sequence for new leads. 

How to send or schedule a newsletter 

Send one-off email broadcasts to your entire list or specific segments. 

Creating a Newsletter 

1. Go to Emails > Newsletters and click 'Create'. 

2. Choose between the Visual Editor (drag-and-drop) or the Classic Editor. 

Scheduling 

1. After drafting your email, click 'Save and schedule'. 

2. Choose 'Send now' or select a specific future date and time. 

How to manually subscribe a contact to an email campaign 

Manually add existing contacts to an automated sequence. 

Manual Subscription 

1. Go to the 'Contacts' list and click on the specific contact's email. 

2. Scroll down to the 'Campaigns' section. 

3. Click 'Subscribe to campaign' and select the desired sequence. 

How to deliver digital products via email after a sale 

Automatically send download links or access info to customers. 

Post-Sale Delivery 

1. Create an automation rule triggered by 'New Sale'. 

2. Select the action 'Send an email'. 

3. Draft the email and include the download link or file using the 'Attachment' feature in the email editor. 

How to remove 'Sent with MerwinSaaS' from your email footer 

Whitelabel your emails for a more professional look. 

Footer Settings 

1. This feature is available on paid plans. 

2. Go to Settings > Email Settings. 

3. Find the toggle for 'Display the MerwinSaaS affiliate link in the footer of every email' and turn it OFF. 

How to send a test email and use the email editor 

Perfect your design and ensure everything works before going live. 

Using the Editor 

1. Drag and drop elements like Text, Images, and Buttons into the workspace. 

2. Use tags (e.g., {contact_first_name}) to personalize your content. 

Testing Your Email 

1. Inside the email editor, click the 'Save and send a test email' button. 

2. Enter your own email address to see how the formatting appears in a real inbox. 

How to integrate ActiveCampaign with MerwinSaaS 

Sync your contacts between MerwinSaaS and ActiveCampaign. 

Integration Steps 

1. Go to Settings > ActiveCampaign. 

2. Enter your ActiveCampaign API URL and API Key (found in your ActiveCampaign developer settings). 

3. Once connected, you can use automation rules to sync contacts to specific ActiveCampaign lists upon subscription. 

How to receive email notifications for new leads 

Stay informed every time someone joins your list. 

Notification Settings 

1. Go to your Funnel and select the specific 'Opt-in' page. 

2. Navigate to 'Automation Rules'. 

3. Add an action: 'Send email to a specific address'. 

4. Enter your email address to receive a notification whenever the form is submitted. 

How to add images and change the sender's name in your emails 

Personalize the appearance and identity of your outgoing mail. 

Adding Images 

1. In the email editor, drag the 'Image' element into your email body. 

2. Click the element to upload your file or select an existing image from your library. 

Changing Sender Name 

1. Go to Settings > Email Settings. 

2. Update the 'Sender name' field. This is the name subscribers will see in their 'From' field. 

How to send emails with your SendGrid account 

Utilize SendGrid SMTP for your MerwinSaaS mailings. 

SMTP Configuration 

1. Navigate to Settings > Email Settings and scroll to the SMTP section. 

2. Set the Host to 'smtp.sendgrid.net' and Port to 587. 

3. Use 'apikey' as the username and your SendGrid API Key as the password. 

How to resend a newsletter to non-openers 

Increase your reach by targeting contacts who missed the first email. 

Resending Strategy 

1. Go to Emails > Newsletters and find your sent email. 

2. Click on the 'Duplicate' icon. 

3. In the recipient selection, filter for contacts who did not open the previous version of this newsletter. 

How to share a newsletter or campaign 

Provide your email structures to other MerwinSaaS users. 

Sharing Procedures 

1. For Newsletters: Click the 'Share' icon next to the newsletter to generate a unique link. 

2. For Campaigns: Go to the Campaigns list, click 'Share', and copy the link. 

3. When another user clicks this link, the entire sequence or newsletter is imported into their account. 

How to configure webinar email sending 

Automate reminders and follow-ups for your webinar funnel. 

Webinar Automation 

1. In your Webinar Funnel, navigate to the 'Automation Rules' for the registration page. 

2. Use triggers like 'Webinar registered' to send immediate confirmation. 

3. Schedule follow-up emails based on whether the contact attended or missed the broadcast. 

How to delete an email campaign 

Remove outdated or unused email sequences. 

Deletion Steps 

1. Go to Emails > Campaigns. 

2. Find the campaign you wish to remove. 

3. Click the 'Delete' (trash can) icon and confirm the action. 

How to trigger automations after link clicks 

Take action based on how subscribers interact with your content. 

Click-Based Triggers 

1. Inside the email editor, highlight your link text and click the 'Link' icon. 

2. Below the URL field, look for 'Trigger an action'. 

3. You can choose to add a tag, subscribe them to a new campaign, or enroll them in a course automatically when they click. 

How to add a test email address 

Ensure your emails look perfect by adding dedicated testing accounts. 

Test Address Setup 

1. Go to Settings > Email Settings. 

2. Find the 'Test email address' field. 

3. Enter the address you want to use for previewing your campaigns and newsletters. 

How to create a pipeline 

Manage your sales process and track leads through different stages. 

Pipeline Configuration 

1. Navigate to the 'Sales' tab and select 'Pipelines'. 

2. Click 'Create' and give your pipeline a name. 

3. Define your stages (e.g., Lead, Contacted, Negotiation, Won/Lost). 

4. Drag and drop opportunity cards between stages as they progress. 

How to solve link-sharing problems and troubleshoot social media previews 

Ensure your MerwinSaaS links look correct when shared on Meta (Facebook/Instagram). 

Debugging Metadata 

1. Go to the Meta for Developers 'Sharing Debugger' tool. 

2. Paste your MerwinSaaS funnel URL and click 'Debug'. 

3. If the preview is outdated, click 'Scrape Again' to force Meta to update its cache of your page title and image. 

4. Ensure you have set the 'Social Choice' image in your page editor settings. 

How to report abuse on MerwinSaaS 

Help maintain the integrity of the platform by reporting policy violations. 

Reporting Process 

1. Visit the MerwinSaaS 'Report Abuse' page found in the website footer. 

2. Provide the URL of the offending content and a description of the violation. 

3. Our compliance team will review the report and take appropriate action. 

How to set a sales limit on your offers 

Control inventory or create scarcity by capping the number of available sales. 

Offer Limits 

1. Go to your funnel's 'Order Form' and navigate to the 'Sales Limit' section in the settings. 

2. Enable the limit and enter the maximum number of sales allowed. 

3. Set a redirect URL for when the limit is reached so customers are sent to a 'Sold Out' page or waiting list. 

How to integrate Google Meet with MerwinSaaS 

Automatically schedule meetings for your webinar or coaching sessions. 

Integration Setup 

1. Use an automation tool like Zapier or Make to connect MerwinSaaS triggers to Google Calendar. 

2. Set the trigger as 'New Sale' or 'Form Subscribed' in MerwinSaaS. 

3. Set the action in Google Calendar to 'Create a Detailed Event' with a Google Meet link included. 

How to connect your Infomaniak or Namecheap domain/subdomain 

Use your custom branding for your funnels and pages. 

Domain Connection 

1. In MerwinSaaS, go to Settings > Custom Domains and click 'Add Domain'. 

2. Enter your domain (e.g., www.yourdomain.com) or subdomain (e.g., go.yourdomain.com). 

3. Log into your Infomaniak or Namecheap account and navigate to the DNS management area. 

4. Add the CNAME records provided by MerwinSaaS to point your domain to our servers. 

How to add shipping fees to your physical products 

Charge for delivery based on the customer's location or product type. 

Shipping Setup 

1. Create your physical product in the 'Products' tab. 

2. In the product settings, locate the 'Shipping' section. 

3. Define different shipping methods and prices (e.g., Standard, Express) that will appear on the order form. 

How to export transaction summaries as a CSV file 

Download your financial data for accounting and analysis. 

Exporting Transactions 

1. Go to Sales > Transactions. 

2. Filter the list by date range or customer if needed. 

3. Click the 'Export' button to generate and download a CSV file of your transaction history. 

How to send SMS messages with MerwinSaaS 

Reach your customers directly on their mobile phones. 

SMS Marketing 

1. Navigate to the 'Automations' tab and select 'SMS'. 

2. You will need to integrate a third-party SMS provider (like Twilio) via API in your settings. 

3. Use automation rules to trigger SMS messages upon specific actions, such as a successful purchase. 

How to report a problem to Adblock Plus 

Ensure your marketing pages aren't being incorrectly blocked by ad-filtering software. 

Adblock Troubleshooting 

1. Visit the Adblock Plus support page. 

2. Submit a report indicating that your domain is not an advertisement but a functional business site. 

3. This helps ensure your funnel pages load correctly for all visitors. 

How to connect your Hostinger domain to MerwinSaaS 

Link your Hostinger-registered domain to your MerwinSaaS funnels. 

DNS Configuration 

1. In MerwinSaaS, go to Settings > Custom Domains and click 'Add Domain'. 

2. Enter your domain name starting with 'www' (e.g., www.yourdomain.com). 

3. Log into Hostinger, go to the 'DNS Zone Editor' for your domain. 

4. Create the two CNAME records provided by MerwinSaaS: one for 'www' and one for the security validation code. 

5. Save the records and wait for the status to change to 'Ready to use' in MerwinSaaS. 

How to sell an ebook with a specific VAT rate (e.g., 5.5%) 

Configure tax settings for digital products to comply with local regulations. 

VAT Setup 

1. Go to Settings > Payment Pages. 

2. In the 'VAT' section, ensure VAT is enabled. 

3. Edit your product settings and select the appropriate VAT rate (e.g., 5.5% for books in specific regions) from the dropdown menu. 

4. The correct tax amount will be calculated and displayed on the checkout page based on the buyer's location. 

How to not charge VAT to your customers 

Disable value-added tax for tax-exempt businesses or products. 

Disabling VAT 

1. Navigate to Settings > Payment Pages. 

2. Find the 'VAT' settings and toggle the option to 'No' or 'Disabled'. 

3. Alternatively, if you are a company with a valid VAT number, ensure your billing information is correctly entered to handle reverse-charge scenarios. 

How to integrate your Twilio account with MerwinSaaS 

Connect Twilio to enable SMS automation capabilities. 

Twilio Integration 

1. Go to your Twilio Dashboard and locate your 'Account SID' and 'Auth Token'. 

2. In MerwinSaaS, go to Settings > SMS Settings. 

3. Paste your Twilio credentials into the respective fields and save. 

4. You can now use the 'Send SMS' action in your automation rules. 

How to create a custom 404 page 

Redirect visitors who land on broken links to a branded 'Page Not Found' screen. 

404 Page Configuration 

1. Create a new page in one of your funnels and design it as your 404 landing page. 

2. Go to Settings > Custom Domains. 

3. Click the 'Settings' (three dots) next to your domain and select 'Edit'. 

4. Choose your newly created page from the '404 Page' dropdown menu and save. 

How to export multiple customer invoices to PDF format 

Bulk download your sales documentation for accounting. 

Bulk Invoice Export 

1. Navigate to Sales > Transactions. 

2. Select the checkbox for each transaction you need an invoice for. 

3. Click the 'Export' button and choose 'Invoices' to download a zip file containing the PDF documents. 

How to create a sub-account on MerwinSaaS 

Manage multiple businesses or client accounts from a single dashboard. 

Sub-account Management 

1. This feature is typically available on enterprise-level plans. 

2. Go to your Profile menu and select 'Sub-accounts'. 

3. Click 'Create' to set up a completely isolated account environment for a new project or client. 

4. You can switch between accounts easily using the profile dropdown. 

How to delete a newsletter 

Remove drafts or sent broadcasts from your history. 

Deletion Steps 

1. Go to the 'Emails' tab and select 'Newsletters'. 

2. Locate the newsletter you wish to remove. 

3. Click the 'Delete' (trash can) icon next to the newsletter and confirm. 

How to move, duplicate, and delete a funnel page 

Manage the structure and content of your sales funnels. 

Managing Pages 

1. To Duplicate: Click the 'Duplicate' icon on the funnel step to create an exact copy. 

2. To Move: Click the 'Move to another funnel' icon to transfer the page elsewhere. 

3. To Delete: Click the 'Remove' icon on the funnel step to permanently delete it. 

How to link a funnel page to an external website or share a page 

Connect your MerwinSaaS content to the rest of the web. 

External Linking 

1. Copy your funnel page URL from the funnel editor. 

2. Paste this link into the navigation menu or a button on your external website. 

Sharing a Page 

1. Click the 'Share' icon on the specific funnel step. 

2. Copy the unique share link to send to other MerwinSaaS users so they can import your design. 

How to change a funnel's domain name and favicon 

Customize the branding and identity of your sales funnel. 

Domain Settings 

1. Open your funnel and click on 'Funnel Settings'. 

2. Select your desired custom domain from the dropdown menu and save. 

Favicon Setup 

1. In the funnel settings, locate the 'Favicon' upload field. 

2. Upload a small square image (PNG or ICO) to appear in browser tabs. 

How to trigger automation rules for order bumps 

Take specific actions when a customer accepts an additional offer. 

Order Bump Automations 

1. Go to the 'Automation Rules' tab of your Order Form. 

2. Add a new rule and select the trigger 'New Sale (Order Bump)'. 

3. Choose an action, such as adding a specific tag or enrolling the buyer in a bonus course. 

How to create a sales page, upsell, and downsell 

Build a complete high-converting sales journey. 

Step Creation 

1. Click 'Create Step' in your funnel and choose the appropriate type: 'Sales Page', 'Upsell', or 'Downsell'. 

2. Choose a template and customize it in the editor. 

3. For Upsells/Downsells: Place them immediately after the Order Form so customers can buy with one click. 

How to set up a free trial 

Allow customers to test your service before they are charged. 

Trial Configuration 

1. On your Order Form, select a subscription-based price plan. 

2. In the price plan settings, enter the number of days for the 'Trial Period'. 

3. The customer will be billed automatically once the trial period ends. 

How to set up an inactive page on a deactivated funnel 

Control what visitors see when your offer is no longer available. 

Inactive Page Setup 

1. Go to the 'Inactive Page' step at the bottom of your funnel list. 

2. Design this page to explain that the offer is closed or to redirect them to a waiting list. 

3. This page automatically appears whenever the funnel is deactivated in settings. 

How to configure links and order bumps 

Connect your pages and add extra offers to your checkout. 

Inter-page Linking 

1. In the editor, select a button and set the action to 'Next Step URL' to automatically move the user through the funnel. 

Adding an Order Bump 

1. Open your Order Form in the editor and drag the 'Order Bump' element onto the page. 

2. Configure the product and text for the bump in the side settings panel. 

How to create a funnel and build your contact list 

Set up a lead generation machine to grow your audience. 

Funnel Creation 

1. Go to the 'Funnels' tab and click 'Create'. [cite: 10] 

2. Select 'Build an audience' as your funnel goal and choose your currency. [cite: 10] 

Growing Your List 

1. Use an 'Opt-in' page to collect email addresses in exchange for a lead magnet. [cite: 10] 

2. View your total subscribers at any time in the 'Contacts' tab. [cite: 10] 

How to create an order form, price plans, and activate payments 

Configure your checkout process and connect payment gateways. 

Order Form Setup 

1. Add an 'Order Form' step to your funnel and select a template. [cite: 10] 

2. In the 'Payment Gateways' section of your account settings, connect Stripe or PayPal. [cite: 10] 

Configuring Price Plans 

1. On the Order Form, click 'Add price plan'. [cite: 10] 

2. Choose between One-time payment, Subscription, or Payment plan. [cite: 10] 

3. To delete a price plan, click the 'Trash' icon next to it in the form settings. [cite: 10] 

How to create and add a coupon code 

Offer discounts to your customers on your order forms. 

Creating Coupons 

1. Navigate to the 'Products' tab and select 'Coupons'. [cite: 10] 

2. Click 'Create', define the discount (percentage or fixed amount), and set an expiry date. [cite: 10] 

Applying Coupons 

1. In the editor for your Order Form, ensure the 'Coupon' element is included so customers can enter their code. [cite: 10] 

How to set up an A/B test and change a page URL path 

Optimize your funnel performance and customize your links. 

A/B Testing 

1. Select the page you want to test and click 'A/B Test' in the menu. [cite: 10] 

2. Choose a 'Variant' page to compare against the 'Original'. [cite: 10] 

3. The system will split traffic between the two and show you which converts better. [cite: 10] 

Changing URL Paths 

1. Select the funnel step and click the 'Magic Wand' icon or edit the text in the URL field. [cite: 10] 

2. Enter your new slug (e.g., /checkout-now) and save. [cite: 10] 

How to create a 'Link in bio' page and sell community access 

Centralize your links for social media and monetize your group. 

Link in Bio Page 

1. Create a new funnel using a 'Link in Bio' template. [cite: 10] 

2. Add buttons for your various offers, social profiles, and websites. [cite: 10] 

Selling Community Access 

1. Create your community under the 'Products' tab. [cite: 10] 

2. On your Order Form, add an automation rule: 'New Sale' -> 'Enroll in community'. [cite: 10] 

How to create a deadline for a sales funnel 

Use time-limited offers to increase conversion rates. 

Deadline Configuration 

1. Go to the 'Deadline Settings' tab within your funnel. [cite: 10] 

2. Define the duration and the action to take once the deadline expires (e.g., redirect to an inactive page). [cite: 10] 

How to trigger custom code on the 'webinar started' event 

Execute specific scripts exactly when your webinar begins. 

Webinar Scripts 

1. Open your Webinar funnel and go to the 'Webinar' page settings. [cite: 10] 

2. Navigate to the 'Edit Header/Footer Code' section. [cite: 10] 

3. Use the available event listeners to trigger your custom JavaScript when the broadcast state changes to 'Live'. [cite: 10] 

How to host and share a file on MerwinSaaS 

Upload and distribute digital assets like PDFs or ebooks. 

File Hosting 

1. In the editor, select a text element or button. 

2. Click the 'Link' icon and then the 'Cloud' icon to upload your file. 

3. Once uploaded, the file is hosted on our servers and can be downloaded by clicking the link or button. 

How to use MerwinSaaS's Webhook service 

Send real-time data from MerwinSaaS to external applications. 

Webhook Setup 

1. Go to the 'Automation Rules' for your funnel or product. 

2. Add a trigger (e.g., 'New Sale') and choose 'Send Webhook' as the action. 

3. Paste the destination URL from your third-party app (like Zapier or a custom server). 

How to suggest a feature 

Help us improve MerwinSaaS by sharing your ideas. 

Feedback Process 

1. Visit the MerwinSaaS feedback portal or contact support directly. 

2. Describe the feature you'd like to see and how it would benefit your business. 

How to cancel a subscription 

Manage cancellations for your customers or your own account. 

Canceling for a Customer 

1. Go to Sales > Subscriptions and locate the customer's record. 

2. Click the 'Cancel' button to stop future payments. 

Canceling your MerwinSaaS Account 

1. Go to Settings > My Plan. 

2. Follow the prompts to cancel your subscription or downgrade to the Free plan. 

How to connect your Cloudflare or IONOS domain 

Link your external domain to your MerwinSaaS pages. 

Domain Connection 

1. In MerwinSaaS Settings > Custom Domains, add your domain (www.yourdomain.com). 

2. Log into Cloudflare or IONOS and navigate to DNS settings. 

3. Create the two CNAME records provided by MerwinSaaS for verification and routing. 

4. For Cloudflare, ensure the proxy status (orange cloud) is turned OFF for these records during setup. 

How to compress a video with Handbrake 

Optimize your video files for faster loading on your funnels. 

Video Optimization 

1. Open Handbrake and select your video file. 

2. Choose a preset like 'Web Optimized'. 

3. Click 'Start Encode' to compress the file without losing significant quality. 

How to integrate Zoom and Google Calendar