How to set up mail merge for sending Offer Letters using Zoho Writer?
Offer Letters can be created and sent out in bulk automatically in minutes. Follow these steps to create a template and send the offer letters in a few clicks using Zoho Writer's mail merge.
Here are the steps:
- Create a blank document in Zoho Writer.
- Create or import the desired offer letter template using the design and formatting options.
- Click Automate > Merge Templates.
- Have the details of the candidates in a Zoho Sheet - data source. Add this data source to your template.
- Place the merge fields in your template appropriately.
- Insert a condition or any other advanced merge field if required.
In the shown example, Sylvia has inserted a condition for the compensation based on the candidate's experience level: $30000 for an associate candidate and $50000 for a mid-senior. - Configure the required email settings like sender email, to addresses, subject, send email as, message if any, etc. After the merge, the offer letters will be emailed to the candidates in bulk as per these settings configured.
- Run merge.
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