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I’ve recently had a much more advanced email merge to contend with, so inserting the link to that post here.Īdvanced Mail Merge : Multiple clickable URL entries per mail to user All the emails Sent using Mail merge are listed in the Sent folder in your Mailbox.*** UPDATE 2021 *** The below has helped a lot of people out over the years since it was written in 2013. You can also use filters to view Sent, delayed and failed emails. Click on the relevant one to view the report summary statistics including Subject, Number of recipients, Number of emails Sent, In queue and Failed.

The Report title is the subject of your email. You can view the report summary of the bulk emails you've sent using the Mail Merge from the Mail Merge history option. Click on the Preview mail merge option to open the preview window. You can also send a test email to yourself or send the emails to recipients from the mail merge preview window.

Click Run Mail Merge to start sending the bulk emails from Zoho Mail.

You can insert other fields if any from your data file to the template using the insert field option.

You can edit the template using the Edit template option.

(Preview option shows the first record available and not individual emails of all other recipients).

Your email template preview is displayed.

Pick the appropriate file from the options listed. You can also preview the file by hovering over it.

You can use Zoho Sheet or Zoho Forms or upload CSV, XLS files from your device.

(You can also create a new template by clicking the Create template option)

Click Insert Template and choose your desired template.

Navigate to the eWidget icon and select Mail Merge from the app menu.

After that is done, edit the template to insert these fields by entering the field title within two sets of braces in the appropriate location to insert the names of recipients in its place when you send the email. In case you want to add more customizations in the email, you need to add columns/ fields in your source file with the relevant title(s) and its corresponding details. The source file should contain a field or column named ' To' with email addresses of the recipients in it.

Source file - A data file with variable values like spreadsheet or forms.

A document - In this case, an email template.Mail Premium, Workplace Standard, and Workplace Professional users can send emails to up to 500 recipients per day using Mail Merge.The users subscribed to the Mail Lite (5GB/ 10GB per user) plan can send emails to up to 250 recipients per day,.This feature is available in all our paid plans.Mail merge is enabled by default and can be used from eWidget in Zoho Mail.