Help Documentation

Mail Merge

Mail merge helps users create and print multiple copies of a particular document to be sent to different recipients. Given below are steps to how you can apply a Mail Merge to a document

Step 1: Create a data source

  1. Create a spread sheet using Zoho Sheet containing all the fields such as name, company name, address, phone number, email, etc. from which the mailing list can be derived.
  2. From the drop down menu select the New option
  3. Export the spread sheet as a CSV file and save it.

Step 2: Create a form letter

  1. Open Zoho Writer and start your form letter.
  2. To add fields, click on the 'Mailings' tab followed by choosing 'Select Data Source' option.
  3. Upload the CSV file.

Step 3: Insert Merge Fields

  1. As soon as you upload the CSV file, input the database fields contained in the CSV file.
  2. Insert the fields in the required positions in the document.

Step 4: Merge and print the mail merged document

  1. Click on the 'Finish and Merge' tab.
  2. Multiple copies of the same document appear as a new untitled file with the records inserted from the data source.
  3. Users will now be able to print the merged document.
  4. In the print window, specify the printer and click OK.

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