Help Centre
Platform demo videos and documentation to help you get the most out of Mergn — from first setup to advanced campaigns.
How to Create SMS Content in Mergn | Personalization, Character Limits & Cost Controls
This tutorial covers how to build SMS content in Mergn — writing messages, understanding the 160-character billing threshold, avoiding unexpected charges from special characters, personalizing messages with the @ symbol, and embedding Shopify vouchers directly into SMS campaigns.
How to Create a Periodic Web Push Campaign in Mergn | Multi-Day Scheduling, Conversion Tracking & Attribution
In this tutorial, we set up a periodic Web Push campaign in Mergn targeting customers who have not placed an order in the last 360 days — about 17,000 reachable on Web Push. We configure the conversion goal as Complete Order with revenue tracking, and set a 24-hour attribution window so any order placed within a day of engaging with the push is credited back to the campaign. We then build the Web Push content (title, description, link, static or dynamic image) and configure the schedule. The key difference from a one-time campaign is that periodic lets us broadcast the same content multiple times — in this example, every Tuesday, Thursday, and Saturday at 5:22 PM between April 14 and April 30. Once configured, the campaign is published and runs automatically on the chosen rhythm.
Use Cases of Building Customer Segments with AND, OR & Exclude
This tutorial demonstrates advanced segment-building in Mergn using two practical use cases: targeting customers with interest in a specific product (with exclusion logic), and finding customers with overlap across two products. It also explains the three segment combination conditions — OR, AND, and Exclude — with live examples showing their impact on audience size.
How to Set Up Shopify Vouchers in Mergn Journeys | Unique Codes, SMS & Email
This tutorial shows how to create and use Shopify vouchers natively inside Mergn Journeys — covering all three voucher types, configuring a 15% off single-use voucher that generates a unique code per customer, embedding voucher codes into SMS, email, and WhatsApp nodes, and how the system automatically retargets each customer with the same unique code across all channels.
Mergn Automation Builder: Channels, Wait States & Journey Conditions Explained
This tutorial explains how to build automation flows in Mergn that engage customers across SMS, email, WhatsApp, and web push. It covers how to add communication channels to a journey, the three types of wait states (fixed duration, wait till specific time, and calendar-based), and the key branching conditions — CheckEvent, CheckAttribute, A/B Split, behavior-based Split, and Quick Actions — for routing customers into personalized flows.
How to Build a Periodic Journey in Mergn | Schedule, Segments & Conversion Goals
This tutorial walks through how to configure a periodic journey in Mergn from start to finish. It covers setting the entry interval, enabling re-entry with a delay, defining a highly specific lapsed-customer segment, setting up multi-channel communications, and configuring conversion goals that automatically exit customers from the journey the moment they convert.
How to Set Up a One-Time Customer Journey in Mergn | Scheduling, Conversion Tracking & Exit Criteria
This tutorial walks through setting up a one-time customer journey in Mergn — an automation flow that qualifies customers in just once on a specific date and time. It covers scheduling entry, selecting the target audience, tracking conversions and revenue, configuring exit criteria that automatically remove customers upon conversion, and navigating to the journey builder.
How to Set Up an Event-Based Abandoned Cart Journey in Mergn
This tutorial walks through the full settings configuration for an event-based abandoned cart journey in Mergn. It covers defining the trigger event (add to cart with no order within 30 minutes), setting 24/7 all-day entry with a 7-day re-entry delay, applying a segment of previous purchasers, configuring conversion goals and revenue tracking, and exit criteria. The journey builder is covered separately.
Creating Journeys in Mergn Explained
This tutorial explains the three types of journeys available in Mergn — event triggered, one-time, and periodic — and clarifies how journeys differ from campaigns. It covers real-world examples of each type including a cart abandonment flow, a re-engagement sequence for lapsed customers, and a 30-day retention journey.
Mergn Analytics & Reporting Overview | Dashboards, Channel Analytics, Campaign Reports & Journey Insights
This tutorial provides a complete overview of Mergn's analytics and reporting capabilities — covering the main dashboard with 7-day revenue and ROI by channel, Channel Analytics for journey and campaign performance, individual Campaign Analytics with Shopify product-level conversion data, and Journey/Node Analytics for day-to-day optimization.
How to Create WhatsApp Campaign Content in Mergn | Message Types, Personalization & Buttons
This tutorial covers how to create WhatsApp marketing campaign content in Mergn — selecting between Marketing, Utility, and Authentication message types, building a structured Header/Body/Footer message, adding personalization with merge tags and fallback values, inserting static or dynamic images, attaching call-to-action buttons, and reusing pre-approved message templates.
How to Build a Web Pop-up in Mergn | Size, Layout & Background Image Settings
Learn how to create a web pop-up from scratch using Mergn's freehand pop-up builder. In this tutorial, we walk through how to add images, text, and forms to your pop-up, set the ideal dimensions (350x600px) for seamless display across both mobile and desktop devices, and upload a background image to customize the overall look.
How to Create Email Content in Mergn | Drag-and-Drop Builder, Dynamic Products & Merge Tags
This tutorial covers how to build email campaign content in Mergn from start to finish — setting the subject line and preheader, using the free drag-and-drop builder to add headings, images, buttons, and dividers, inserting dynamic product content, and personalizing emails with merge tags including customer name, behavioral data, and voucher information.
SmartSend Explained: Optimize Email Campaign Recipients for Higher ROI
This tutorial explains SmartSend in Mergn — a feature that automatically filters email campaign recipients to only include customers most likely to open and engage. It covers how SmartSend works, how to configure engagement-based conditions, and demonstrates the measurable impact of different settings on audience size and campaign ROI.
Add Shopify Vouchers to Your Campaign
This tutorial shows how to add Shopify vouchers to any campaign in Mergn using SMS as the example channel. It covers the two voucher upload methods, how to configure a percentage-based voucher with minimum purchase requirements and usage limits, and how Mergn automatically assigns a unique voucher code per customer at the time of broadcast
How to Create an Event-Based Thank You Email Campaign in Mergn | Triggers, Segments & Scheduling
This tutorial demonstrates how to build an event-based email campaign in Mergn — specificaly a thank-you email triggered every time a customer places an order. It covers selecting the trigger event, configuring the segment, setting conversion goals and attribution windows, and scheduling the campaign with delivery frequency options.
How to Create a Web Push Notification Campaign in Mergn | Personalization, Dynamic Images & CTA Buttons
This tutorial covers how to create Web Push notification content in Mergn — adding a title, description, logo, and custom image, using the @ symbol for dynamic URLs and merge tags, inserting dynamic product images based on last added-to-cart or last clicked behavior, and adding action buttons with custom URLs.
EVENT-BASED SMS CAMPAIGN
This tutorial walks through creating an event-based SMS campaign in Mergn, triggered by the add-to-cart behavior. It covers setting the trigger event and delivery timing, filtering eligible customers through a segment, configuring conversion goals and attribution windows, using a control group, writing and personalizing SMS content, and scheduling and publishing the campaign.
Periodic SMS Campaign
This tutorial walks through creating a Periodic SMS campaign in Mergn — a repeating SMS send to the same audience on a defined schedule. It covers naming the campaign, selecting a segment, setting conversion goals, writing content, and configuring the schedule to repeat automatically on specific days and times without manual re-sending.
One-Time SMS Campaign
This tutorial walks through creating all three SMS campaign types in Mergn — Event- Based, One Time, and Periodic — with a detailed focus on the One Time campaign. It covers selecting a segment, setting conversion goals and attribution, configuring a control group, writing and personalizing SMS content, and scheduling the broadcast.
Event-Based Campaign in Mergn: Trigger vs Segment Explained
This tutorial explains how to set up an event-based email campaign in Mergn, with a detailed explanation of the relationship between triggers and segments. It covers selecting the trigger behavior, configuring the segment for audience eligibility, setting the active date range and daily window, and choosing delivery frequency options.
Periodic Campaign in Mergn: How to Send Repeating Email Campaigns
This tutorial walks through setting up a Periodic Email Campaign in Mergn — a campaign that sends the same content to the same audience multiple times on a defined schedule. It covers naming and configuring the campaign, setting conversion goals and attribution, building email content, and scheduling weekly repetition on specific days and time
One Time Campaign Setup in Mergn
This tutorial provides a complete walkthrough of the Mergn campaign section, covering all three campaign types — Event Triggered, One Time, and Periodic — with a detailed focus on setting up a One Time Email Campaign. It covers segment selection, conversion goal configuration, attribution windows, control group setup, email content creation, and publishing.
How to Create Segments for Customers on Web Push, Email & WhatsApp/SMS
This tutorial shows how to create three channel-based segments in Mergn: all customers with web push enabled, all customers with email addresses, and all customers with mobile numbers for SMS or WhatsApp outreach. Each segment is builtusing the attribute filter and saved for use across campaigns
Upload Customer Data on Mergn | CSV Upload, Error Fixes & Segment Creation
Learn how to upload external customer data to Mergn using CSV import whether you're migrating data from another source or uploading a Shopify customer segment. In this tutorial, we cover how to navigate to the Upload Customer Data section, how to use Mergn's sample file to format your CSV correctly, and what fields are required (mobile or email as a unique identifier). We also walk through how to read and resolve errors in the error report including duplicate entries and incorrect data types and how to re upload a cleaned file. Finally, we show you how to create a new customer segment directly from your upload so you can immediately launch a campaign to that audience. Perfect for Mergn users managing multi source customer data.
Creating Targeted Segments in Mergn | Shopify Customer Data & Events
Learn how to build powerful customer segments in Mergn using advanced condition logic. In this tutorial, we cover how to combine multiple events and properties using OR conditions, how to apply date filters and the Occurred Times filter to add precision to your segments, and how to use AND conditions to identify customers who have completed more than one specific behavior — such as new vs. returning customers. We also walk through how to read the segment summary panel, which shows channel-level reachability across app push, web push, SMS, WhatsApp, and email, so you can immediately launch targeted campaigns. Finally, we explain why contact data counts differ from total visitor counts and how Mergn's unique ID system works.
How to Build Customer Segments in Mergn | Shopify Behavioral & Attribute Filters
This tutorial explains how to use multiple events, property filters, date conditions, and AND logic together to build precise customer segments in Mergn. It also demonstrates the "occurred" count feature for finding customers by order frequency, and explains howto read channel availability data at the bottom of the segment builder.