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 Lite users can send emails to upto 250 recipients per day and Mail Premium users can send emails to upto 500 recipients per day using Mail Merge.This feature is available in all our paid plans.Mail merge is enabled by default and can be used from eWidget in Zoho Mail.

Quick spreadsheet mail merge