How to link attachments to mail merge templates by default?

How to link unique attachments to mail merge templates by default?

To link unique attachments to mail merge templates by default, follow the below steps: 

1. Open your merge template. 

2. Go to Choose Output > Merge & send via email.




3. Click on Add attachment > Add Unique Attachment.





4.  You can either choose to pick up the files from the field containing the attachment URL's. The attached URL's must be publicly accessible. 



5. Or you can choose pick the folder containing the attachments and then map the attachment file to the field value. Choose the attachment file from the Folder and map it to the associated field name (each value containing a unique name). After you've finished, click Done.



6. If you wish to apply these settings for future merges, check the Remember these settings except for passwords(if any) for future merges option. 



Click here to learn more. 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Can I add attachments to mail merge templates for reuse?

                                                                                                            Writer allows you to specify one or multiple attachments to be sent out with your mails. The attachments can also be based on a field variable so that you can send out personalized attachments to each individual in one mail. To link attachments to ...
                                                                                                          • Finish Merge

                                                                                                            Finish Actions Email Notifications You can enable email notifications to get notified when the merge is initiated and completed. You will receive an email as shown below, once the merge is initiated with a link to track the status of the merge ...
                                                                                                          • Create Merge Templates

                                                                                                            Overview ​An organization might require sending out many documents in bulk to clients, employees, and its customers, which would contain content common to all the recipients and personalized or unique information that varies from one recipient to ...
                                                                                                          • How to use CRM mail templates in Writer?

                                                                                                            Reuse the email templates when you merge and email documents in writer. The merged document will be sent as an attachment along with the selected CRM template's content as the email body. Steps to email the merged document Check the Merge & send via ...
                                                                                                          • How to send digital certificates using Writer's mail merge?

                                                                                                            Zylker Academy rewarded those who completed a course successfully with a Digital Certificate. Zylker Academy chose Zoho Writer's mail merge to accomplish this in minutes. Follow these steps to automate the process and send out certificates in bulk ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources