How to Get Started with Mersal: 7 Simple Steps for New Businesses

Mersal is a business communication platform that helps companies manage customer communication through WhatsApp Business API, SMS, automation, contacts, reports, and more from one place.

If you are new to Mersal, the best way to begin is by setting up your account properly first. Once your business profile is complete, you can move into the channels that matter most for your business, such as WhatsApp and SMS.

In this article, we will show you exactly how to get started with Mersal step by step.

What Is Mersal?

Mersal is an all-in-one communication platform for businesses. It helps companies manage official WhatsApp Business API communication, SMS messaging, contact management, automation, templates, inbox conversations, and reporting from one dashboard.

Instead of using multiple tools for each communication channel, Mersal gives businesses one organized place to manage and grow their customer communication.

If you want to learn more about the platform itself, you can visit the Mersal website.

What to Do Before You Start

Before using Mersal fully, it is a good idea to make sure your account and business details are ready. That will make the setup smoother and help you activate the right channels faster.

Step 1: Sign In to Mersal

The first step is simple: sign in to your Mersal account. This is your main entry point to the platform and where your setup journey begins.

Once logged in, you can start accessing the dashboard, profile settings, messaging channels, and other business tools available in your account.

Step 1: Sign in to your Mersal account to begin your setup journey.

Step 2: Choose Your Sign-In Account

If you are using Google sign-in, Mersal may prompt you to choose the account you want to continue with. This makes access easier for users who prefer a faster login flow.

Select the correct business or team account and continue to your Mersal workspace.

Step 2: Choose the Google account you want to use with Mersal.

Step 3: Explore Your Mersal Dashboard

After signing in, you will land inside your Mersal dashboard. This gives you a quick overview of your account and available tools.

From here, you can access different modules such as Contacts, Message Templates, Reports, Notifications, Links, and communication channels like SMS and WhatsApp.

At this stage, it is useful to get familiar with the dashboard layout before you move deeper into the setup.

Step 3: Explore your Mersal dashboard and review the main sections.

Step 4: Complete Your Business Profile

One of the most important early steps is completing your business profile. This includes key information such as your business name, country, website, and business phone number.

Completing this section helps prepare your account for future setup steps, especially when you start working with communication channels like WhatsApp Business API and SMS.

Step 4: Complete your business profile details inside Mersal.

Step 5: Start WhatsApp Setup

If you want to use the official WhatsApp Business API in Mersal, you can start from the WhatsApp setup section inside your account.

This is where you begin the WhatsApp registration and onboarding process. Mersal guides you into the official setup flow so your business can connect its WhatsApp Business account properly.

Since we already created a full step-by-step guide for that process, you can continue from here using this article: WhatsApp Business API Onboarding with Mersal.

Step 5: Start your WhatsApp Business setup inside Mersal.

Step 6: Open SMS Setup

If your business wants to use SMS inside Mersal, the next step is to open the SMS setup area. This is where you can manage your SMS channel and sender ID setup.

The SMS setup allows your business to prepare the sender identity that customers will see when they receive SMS messages from your company.

SMS Setup Guide.

Step 6: Open SMS setup to manage your SMS channel and sender IDs.

Step 7: Request Your SMS Sender ID

After opening SMS setup, your business can request an SMS Sender ID. A Sender ID is the name that appears to customers when they receive an SMS from your business.

In Mersal, you can enter your desired Sender ID, review the SMS preview, upload the required supporting document, and submit the request for review.

This step is important because it helps your SMS communication look more professional and recognizable to your customers.

Step 7: Request your SMS Sender ID by entering the sender name and uploading the required document.

What Happens After Setup?

Once you complete the basic account setup, Mersal becomes much more useful. You can start organizing how your business communicates with customers and choose which channels to activate first.

Why Businesses Start with Mersal

Mersal is useful because it helps businesses centralize communication instead of splitting everything across multiple systems.

Rather than using one tool for WhatsApp, another for SMS, and another for automation or contacts, Mersal gives businesses a more organized way to manage communication in one platform.

Final Thoughts

Getting started with Mersal does not need to be complicated. Once you sign in, review your dashboard, complete your business profile, and choose your next channel, you already have a strong starting point.

If your priority is WhatsApp, continue with the full WhatsApp Business API onboarding guide. If your priority is SMS, publish your SMS setup guide and connect it here later.

The most important thing is to start with a clean setup, because that makes the rest of your communication workflow easier as your business grows.