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Send & Receive Issues

How to Send Multiple Records to One Person in a Single Mail Merge Email

Maira MehtabMaira Mehtab Sep 28, 2026 869 views

Question details

The user needs to group multiple related records (such as child records A1, A2, and A3) and send them to a single recipient in one combined email, rather than generating separate emails for each individual record.

Product
Word Mail Merge
Device & OS
not provided
Scenario
Performing an email mail merge where multiple rows of data share the same recipient email address.
Observed behavior
Standard mail merge functionality generates a separate email for every single record in the data source, cluttering the recipient's inbox.
Before you start

Ensure your data source is sorted by the shared identifier (like a parent name, family ID, or email address) so that related records are grouped sequentially before beginning the merge.

Solution 1Recommended

Use a Many to One Merge Add-in

Using a specialized third-party add-in is the most reliable way to combine multiple records with a shared identifier into a single email.

Because standard Microsoft Word mail merge generates one document or email per row, grouping multiple rows into one email requires a macro or add-in. The Merge Tools Add-in offers a 'Many to One' feature specifically designed for this scenario.

1
Download the Merge Tools Add-in

Navigate to https://mergetoolsaddin.com/ in your web browser and download the latest version of the Merge Tools Add-in.

2
Install and Enable

Follow the documentation provided on the website to place the add-in file in your Word Startup folder. When you open Word, make sure to enable macros if prompted.

3
Verify the Shared Identifier

Open your Excel data source and confirm that there is a column (such as 'Parent Email' or 'Family ID') that contains the exact same value for the child records that need to be grouped together.

4
Run the Many to One Merge

Open your main mail merge document in Word, navigate to the newly added Merge Tools tab on the ribbon, and select 'Many to One'. Configure the settings to group your data by the shared identifier and execute the merge to email.

Third-Party Tools: The Merge Tools Add-in is created by a Microsoft MVP. Ensure you read the included setup documentation carefully, as the configuration requires specific formatting in your Word document.
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Frequently Asked Questions

Can standard Mail Merge send multiple rows in one email without add-ins?

By default, a standard mail merge generates one email or document per row in your data source. To combine multiple rows into one email, you must use complex field codes (like the DATABASE field), directory merges, or specialized third-party macros like the Merge Tools Add-in.

What is the shared identifier in a Many to One merge?

A shared identifier is a common piece of data in your spreadsheet—such as a parent's name, family ID, or email address—that links multiple child records together. The merge tool uses this specific column to know which rows belong grouped together in the same email.

Why do I need two separate tables for the DATABASE field method?

Using the DATABASE field method requires a primary table for the mail merge recipients (e.g., the parents) so that only one email is generated per recipient. The secondary database table is then queried by the field code to pull the corresponding multiple records (e.g., the children) into that single email.