Mail merge is a function that helps simplify repetitive tasks to create personalized documents (including forms, letters, address labels, and envelopes). You can create a mail merge template containing variables (merge fields) and use it to merge data from Zoho Recruit and create merged documents the values for the variables automatically inserted.
For example, you may have to send personalized letters to candidates or create templates for service level agreements or other legal documents. In these cases, you do not need to manually type the details of each lead to personalize the letters or agreements. Instead, you can create a template with the merge fields from the Candidates module and merge the data to get all the personalized letters.
Available in: Professional and Enterprise Editions
Permission Required: Zoho Writer Add-On
Template folders help you manage the different mail merge templates that you have created.
To create a template folder:
Zoho Writer is an online word processor that allows you to create and share documents online. You can create mail merge templates in Zoho Writer and use Recruit data (from the Candidates, Contacts, Job Openings and Custom modules) to create mail merge documents.
To create a template in Zoho Writer:
Mail merge templates can also be created in Microsoft Word and imported to Zoho Recruit. To use this function, you will need to purchase the Zoho Recruit plug-in for Microsoft Office. This feature is only supported in Internet Explorer 6 and above.
To import an MS Word template:
Once you have created and saved your mail merge templates in Zoho Recruit, you can merge the documents with Recruit records and email them to the desired clients and contacts at any time.
To send mail merge templates via email:
To delete a mail merge template in Zoho Recruit:
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