How do I merge recipient details into an envelope template in Writer?

How do I merge recipient details into an envelope template in Writer?

Overview

In Zoho Writer, you can use the Mail Merge feature to automatically generate and print envelopes for multiple recipients. Instead of typing each address manually, you connect your document to a data source (such as a CSV file, Zoho CRM, or Zoho Sheet) and insert merge fields (like Name, Address, City, Postal Code). During the merge, Writer will pull recipient details from the data source and place them into the envelope layout, creating a personalized envelope for each record.

This is especially useful for bulk mailing, invitations, invoices, and customer communications.

Steps

To  merge and print envelopes, follow the below steps.
  1. Click File > New from Template. 
  2. Under the Templates header, choose Labels and Envelopes and choose a template that best suits your needs.




3. To merge data, click More Options(☰) > Automate > Merge template




4. Now choose to import the data source of your choice.




5. Under Manage Fields header, you will find the available merge fields to be inserted in your document.

6. Now insert the merge fields in your label. Each row (or record) in your data source will be merged with an individual label.
 




7. Click Preview Merge under the Preview Document header.





8. Check if the labels are ready to print in the Preview mode. You can Print/Download right away from the preview merge page.



9. Click the Back to Editor button if you need to make any change to your label template.






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