Mail Merge List of Items for Unique OwnerIDs
Hello all! New to the forums, glad I found this place. I tried to look through the threads (and all over the internet frankly) to find a solution to my issue with no avail. Summarized below:
I have two Excel sheets 1) With owner contact information 2) The property(s) each person owns.
I have our Word mail merge template set up to send an offer out to each owner for a single property, which sometimes results in an owner receiving multiple mailers for each of their properties. What I would like to do is consolidate this and send an offer out to a single owner for ALL of their properties. I've been trying to find the correct format to list all items under a unique owner ID, then repeat this process for each unique owner ID. The Excel data would be organized as below (simplified):
Sheet1
OwnerID: 010 Name: Bob State: Texas All Properties Offer: $1,000
Sheet2
OwnerID: 010 Property: A
OwnerID: 010 Property: B
OwnerID: 010 Property: C
Here is a VERY over-simplified version for how the current Word template looks:
Hello {Name},
I would like to buy your property(s) below:
{Property}
{Additional Property}
{Additional Property}
{Etc}
We would like to offer you {All Properties Offer} for all of the properties listed.
Any help would be appreciated! Thanks!
*I can probably merge the data into one sheet, that shouldn't be hard.
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