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Mail Merge multiple lines of data in one email

  1. #1
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    Mail Merge multiple lines of data in one email

    Hello - I'm trying to find a way to set up a mail merge for multiple lines of data. I want only ONE email sent out to each recipient but in that email it would list out multiple lines of data. I don't really care how it formats - could be a table, bulleted list, etc. Here is how my excel sheet is set up. My data in excel is set up in column A to list the recipients email and in column B the data I want to send to them in one email. The data sheet will list their email for every policy they own but I want to avoid sending multiple emails (one for each policy) but rather it send ONE email with a list of all the policies they own. Example below.

    Email Policy
    Laura@abc.com Policy A
    Laura@abc.com Policy B
    Laura@abc.com Policy C
    Laura@abc.com Policy D
    Michael@abc.com Policy Z
    michael@abc.com Policy Y

    I'd like to send an automated email to all recipients using mail merge that would look something like this...

    Hi Laura or [Recipient]

    Below is a list of all of the Policies we have on file that you own. Please verify.

    Policy A
    Policy B
    Policy C
    Policy D

    Thank you,


  2. #2
    Forum Guru
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    Excel 2019

    Re: Mail Merge multiple lines of data in one email

    Perhaps this will help in formatting the data in preparation to be mail merged.
    1. Populate column C using: =IF(A2<>A3,LEFT(A2,SEARCH("@",A2)-1),"")
    2. Populate column D using: =IF(OR(ROW()=2,C1<>""),B2,D1&CHAR(10)&B2)
    3. Populate the output name column (F) using: =IFERROR(INDEX(C$2:C$7,AGGREGATE(15,6,(ROW(C$2:C$7)-ROW(C$1))/($C$2:$C$7<>""),ROWS(F$2:F2))),"")
    4. Populate the output policy column (G) using: =IFERROR(INDEX(D$2:D$7,AGGREGATE(15,6,(ROW(D$2:D$7)-ROW(D$1))/($C$2:$C$7<>""),ROWS(G$2:G2))),"")
    Let us know if you have any questions.
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