Zoho crm mail merge

Zoho CRM offers a powerful mail merge feature that allows you to send personalized emails to your contacts using data from your CRM. Here's a step-by-step guide on how to use Zoho CRM's mail merge feature:

Prerequisites:

  1. You need to have a Zoho CRM account with a valid subscription.
  2. You need to have a list of contacts in your CRM with the necessary fields (e.g., name, email, company, etc.).

Step 1: Create a Mail Merge Template

  1. Log in to your Zoho CRM account and navigate to the "Mail Merge" tab under the "Marketing" section.
  2. Click on "Create Mail Merge Template" and select the template type (e.g., HTML, Text, or PDF).
  3. Choose the template design and customize it as needed.

Step 2: Select the Data Source

  1. In the "Mail Merge" template, click on the "Data Source" tab.
  2. Select the contact list you want to use for the mail merge.
  3. Choose the fields you want to use for the merge (e.g., name, email, company, etc.).

Step 3: Configure the Mail Merge

  1. In the "Mail Merge" template, click on the "Configure" tab.
  2. Choose the merge type (e.g., individual, batch, or campaign).
  3. Set the merge frequency (e.g., one-time, daily, weekly, etc.).
  4. Choose the send method (e.g., email, SMS, or fax).

Step 4: Preview and Send the Mail Merge

  1. Click on the "Preview" button to review the mail merge template with sample data.
  2. Make any necessary changes to the template.
  3. Click on the "Send" button to send the mail merge to your contacts.

Tips and Variations:

  1. You can use Zoho CRM's built-in merge fields (e.g., {{name}}, {{email}}, etc.) to personalize the email content.
  2. You can also use custom merge fields by creating custom fields in your CRM and then using them in the mail merge template.
  3. You can schedule the mail merge to send at a later time or date.
  4. You can track the performance of your mail merge campaign using Zoho CRM's analytics and reporting features.

By following these steps, you can create a powerful mail merge campaign in Zoho CRM that helps you send personalized emails to your contacts and build stronger relationships with your customers.