How to add images to the mail merge template?

How to add images to the mail merge template?

You can add an image to the Zoho Writer's mail merge template by following these steps:

  1. Click the [Module] tab. Module refers to the Leads, Contacts, Accounts, etc. tabs.
  2. In the Home page, select the list view to filter the records that are required.
  3. Select the check box (es) of the records.
  4. Click More Actions MailMerge.
  5. In the Mail Merge popup window, do the following:
    • Choose the template from the drop-down list. Only the templates created for the specific record type will be listed.
      For example, if you select the lead records to merge, only the template that is created for leads will be listed in the drop-down box.
    • Choose Zoho Writer or Microsoft Word to open the template.
  6. In the template click Insert Image to insert an image.
  7. Click Save.

    • Related Articles

    • How to edit the mail merge template in Zoho Writer?

      Mail Merge templates created using Zoho Writer can be edited through these steps: 1. Click Setup > Marketplace > Zoho > Zoho Writer. 2. In the Zoho Writer Add-on page, click Open Mail Merge Templates, if you already have mail merge templates. 3. In ...
    • Managing Mail Merge Templates

      Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using ...
    • How to insert my Organization Logo in the mail merge template?

      You can't insert the company logo using merge fields. However, you can manually add your Organization Logo by using the Insert picture option in your mail merge template.
    • Understanding Email Template Builder

      Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. This in turn simplifies the process of creating a template. The three basic operations that is common to all the ...
    • How to insert custom look-up fields in the mail merge template?

      At present, you cannot insert Custom lookup fields and check box fields in the mail merge template. However, you can insert all default lookup fields such as Parent Account, Account Name, Vendor Name and more.