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 using Zoho Writer.
- Create a blank document in Zoho Writer.
- Create or import the desired certificate template using the design and formatting options.
- Click Automate > Merge Templates.
- Make sure you have collected the participant details in a data source. (Zoho Sheets is the data source in this case) Now insert your data source into the template.Now insert your data source into the template.
- Place the merge fields in the certificate appropriately.
- Under Choose Output, select Merge & send via email.
- Configure the required email settings like sender email, to addresses, subject, send email as, message if any, etc.
- Run merge. Post merge, the following certificates will be emailed as attachments as configured.
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