Managing Mail Merge Templates in Zoho CRM

Managing Mail Merge Templates in Zoho CRM

Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using the template, you can merge data from Zoho CRM and create the merged documents with accurate values for the variables.

Suppose you have to send personalized letters to numerous leads or create templates for service level agreements or other legal documents. In such cases, you need not manually type the details of each lead in the letters to personalize them. Instead, you can simply create a template with the merge fields from the leads module and later merge the data to get all the personalized letters.

There are two ways in which you can create a mail merge template:

  1. Create a template from the scratch.
  2. Choose any template from the predesigned list of templates.
Note
  1. Mail merge template is available for Professional, Enterprise, and Ultimate editions.
  2. Please ensure that the popup blocker in your browser is enabled before you begin creating template.

Add Subforms in Templates

Certain business scenarios raise the need to include a subform which say for example, contains additional information of a main product such as warranty, guarantee details, or accessories purchased, etc. You can add the subform in your template and send it to your customers instead of manually adding that information. Choose the appropriate subform merge fields, which will be added to your template automatically.
To know more about subforms, click here.

To add subforms in a template

  1. Go to Insert Dynamic Table in Zoho Writer document.
  2. Select the subform that you would like to add in the template.
    A pop-up displays the list of fields in the subform.
  3. Select the fields that you want to add in your template.
  4. Click Select all to select all the fields at once.
  5. Click Create Table.



Note
  1. You can add a maximum of 10 fields from a subform in the template.
For full detail, click here for the full KB article: Mail Merge Templates | Zoho CRM - Help

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