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!

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Shri Rakkshaa Gk

Sticky Posts
Deprecation of certain URL patterns for published Zoho Writer documents
Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their
[Announcement] Insert image from URL changes in Zoho Writer
Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from
Introducing plagiarism checker in Zoho Writer
Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here
[Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users
Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization
Transitioning from MS Word to Writer: A complete walkthrough
Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer. - How to migrate your Word documents