Mail merge, one email per person, multiple values

Question

I have an Excel file with the following column headings: First Name, Last Name, Email Address, File Name, File Path. Each person has multiple rows that identify different files names and file paths. I need to use this file with mail marge and send one email to each recipient with locations of their multiple files in a bullet point format.

I appreciate any help on this.

I've tried the following rule to no avail:

• { IF { MERGEFIELD "Email Address" } = "«Email Address»" "{ MERGEFIELD "File Path" \* MERGEFORMAT }" "" }
  

What I'd like to have is one email to Jim Alexander and one to Sasah Bobbijon similar to the following:

---

Dear Jim,

Please refer to the following list and clean up the files:

• iewi.pst
  

• s98wekfds.pst
  

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Sample Excel sheet:

First Name  Last Name   Email Address       File Name   File Path
Jim     Alexander   [email protected] iewi.pst    C:\temp\ereer
Jim     Alexander   [email protected] s98wekfds.pst   C:\temp\psdsd
Jim     Alexander   [email protected] poles.pst   C:\temp\23kddfd
Jim     Alexander   [email protected] folksreit.pst   C:\temp\ldsfff

Answer 1

Came to a realization that mail merge rules cannot handle this situation so I came up with a workaround:

• Filter the main sheet by users
• Copy each user dataset to a separate sheet
• Concatenate rows that needs to be on one record into one cell
• Remove additional rows belonging to same user (by this point, all the data for one user is contained in one row)
• Run through mail merge as usual