Using Variables in Zoho People

Example Use Case

1. Create the required variable. Learn more.
2. Go to Settings > Select a service.
3. Navigate to the Automation tab.
4. Under Templates, select Email Templates or Letter Templates.
   
   
   
5. Click Add Email Template (or Add Letter Template) to create a new template.
   
6. Enter the Form name and Email template name.
7. Under Message, click Available merge fields and select Global Variables.
   
   
   
8. In the Select Field dropdown, choose the required variable.
   
   
   
9. Click Insert to add it to your template.
   
   
   
10. Click Save.

Using Variables in Mail Merge Templates

Example Use Case

1. Create the required variable. Learn more.
   
2. Go to Settings > Select a service.
3. Navigate to the Automation tab.
4. Under Templates, select Mail Merge Templates.
   
   
   
5. Click Add Template or edit an existing template.
   
6. Enter the Form name, Template name, and Document name.
   
7. Select any one template in the given mail merge template gallery.
8. In the Manage Fields section, the available variables will be listed.
   
   
   
9. Select the required variable to map it in your template. 
10. Click Done.

Example use case

1. Create the required variable. Learn more.
   
2. Go to Settings > Select a service.
3. Navigate to the Automation tab.
4. Under Actions, select Custom Functions.
   
   
   
5. Click Add Custom Function or edit an existing one.
   
6. Enter the Form name and Custom function name.
   
   
   
7. Click Edit Parameters.
   
   
8. Enter the Method name.
9. Select Global Variables in the parameters box.
10. Choose the required variable to map it as a parameter for your custom function.
11. Once mapped, the variable will automatically be used whenever the function is triggered.

The same variable can be reused across email templates, letter templates, mail merge templates, and custom functions. improving efficiency and data accuracy.