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Quick Start

Connect a sending channel and launch your first campaign in a few steps.

3 min read

This walks through the fastest path from a new account to a delivered message.

From a fresh account to your first delivered message — the same steps for every channel

1. Create your account

Sign up at mersal.it and verify your account. Mersal supports login via email, phone, or username, with WhatsApp OTP, one-tap, or the Mersal Authenticator app for verification.

2. Connect a sending method

You need at least one working gateway before you can send. From the dashboard sidebar, open Gateways and pick one:

If you don't have API credentials from a provider yet, connect your personal WhatsApp via QR code — it's the fastest way to send a real test message while you set up official channels.

  • WhatsApp (QR / personal device) — scan a QR code with WhatsApp on your phone, same as WhatsApp Web. No Meta Business account needed.
  • WhatsApp Cloud API — connect an official WhatsApp Business Account via Meta's embedded signup, for production-scale sending.
  • SMS API — add credentials for an external SMS provider (Twilio, Vonage, or any HTTP-based provider).
  • Android SIM Gateway — pair an Android phone running the Mersal bridge app to send SMS through a physical SIM card.
  • Email / SMTP — add your SMTP provider credentials, then verify with a test send.

Until a channel is connected, campaign screens show a "Connect a sending method" prompt instead of letting you send.

3. Add contacts

Go to Contacts, then either:

  • Import an Excel file (Mersal cleans phone numbers and upserts existing contacts automatically), or
  • Add contacts manually and assign them to a group (every account starts with a default My Customers group).

4. Send your first message

You have two options:

  • Single message — under Messaging, pick your channel, choose a contact, and send directly.
  • Unified campaign — under Campaign, select one or more channels (SMS/WhatsApp/Email), write your message (with a live WhatsApp preview), pick a recipient group, and either send now or schedule it.

Recipients are required

Every send form blocks submission until at least one recipient is selected — this is intentional, to prevent accidentally sending to nobody or losing a composed message.

5. Check delivery

After sending, open Reports to see delivery status per channel (total/success/pending/failed) and the overall delivery rate on your dashboard's KPI cards.

Next steps

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Quick Start · Mersal Docs