Create personalized appreciation emails to customers using conditions in mail merge

Hey Writers,

This article will help you create personalized emails for your customers based on their type using the conditions and mail merge functions in Zoho Writer.

For example, a business needs to send emails to different types of customers, such as VIP members or first-time buyers, each with their own discount rates and messages. VIP members receive special benefits that should be presented in a table, which should only be visible to them. Let’s go through the steps to achieve this together.

Step 1: Open Zoho Writer and create a mail merge template with placeholders for merge fields.

Step 2: For personalized emails, you need to have customer data in a data source. Connect the data source to this merge template.

Step 3: Insert merge fields wherever appropriate, replacing the placeholders.

Step 4: Insert a condition and set it up. For instance, if the customer is a VIP member, first include a special message and then the table showcasing exclusive offers and savings.

Step 5: Preview the merge to ensure that everything is correctly placed with the intended content/data.

Step 6: Set the output as a merge and send it via email. Click here for detailed steps.

Step 7: Save the settings and run merge.

We hope this guide is helpful. Reach out to us at support@zohowriter.com or support@eu.zohowriter.com if you have any questions. Stay tuned for more automation tips!

Until then,

Happy automating!