Conditional Attachments in Automation Templates

Conditional Attachments in Automation Templates

Hello community,

Whether you're working at a tech startup, an educational institution, or a bustling corporate hub, Zoho Writer's automation templates can help simplify your document management processes with conditional attachments!

Zoho Writer's automation templates with conditional attachments ensure that your communications are not just personalized but precisely targeted. Set up conditions tied to values in a fillable form or mail merge data source and watch Zoho writer intelligently attach the appropriate files based on the conditions.



Why is it helpful?
  • Automated attachments streamline processes, reduce manual labor, and enhance efficiency.
  • Templates with conditional attachments tailor your communications to each customer, supporter, or user to leave a lasting impact.
Imagine you're the head of a marketing team at a tech startup, gearing up for an important product launch event. You've got a diverse audience ranging from potential investors to tech enthusiasts, each with different interests and needs.

As your team prepares promotional materials and documents, say you have a registration form for an exclusive launch event, with Zoho Writer, you set up conditions tied to the event registration form responses. Now, here's the catch: Investors can receive a detailed financial report, while tech enthusiasts get an in-depth technical document, and general attendees receive an event itinerary—all with the help of conditional attachments.
 
Check out our user guide to learn more about how conditional attachments work in merge templates.

Try the feature out and share your questions, tips, or experiences in the comments below or write to us at support@zohowriter.com

Happy Automating!


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