Mass Email Tool Guide - Overview

This document provides an overview of the Mass Email Tool Guide - a series of KB documents providing guidance about using the UW-Madison Mass Email Tool to create personalized PDF memos and distribute through individual emails.

Welcome to the UW-Madison Mass Email Tool Guide. The table below lists the individual documents included in the Guide. Select the document you need or click the Next button at the bottom of the document to move through the documents in order.

Table of documents included in Mass Email Tool Guide
Category
Document Title
Document Summary
Downloading and Opening the Tool Mass Email Tool Guide - Downloading and Opening the Tool Instructions for downloading and opening the Mass Email Tool
Using the Tool Mass Email Tool Guide - Using the Tool - 1. Setting Up the Mass Email Tool (Excel) Instructions for setting up the Mass Email Tool (Excel file)
Mass Email Tool Guide - Using the Tool - 2. Creating PDF Memos (Word) Instructions for creating PDF memos in the Mass Email Memo Template (Word file)
Mass Email Tool Guide - Using the Tool - 3. Sending the Emails (Excel) Instructions for sending emails in the Mass Email Tool (Excel file)
Additional Information Mass Email Tool Guide - Additional Information

Supplemental information about using the Mass Email Tool:

  • Working with formatting (currency, date, etc.)
  • Adding Create PDFs macro to existing letterhead file
  • Creating new Outlook profiles
Troubleshooting and Support Mass Email Tool Guide - Common Issues and Support Options Troubleshooting for common issues and support options for the Mass Email Tool



Keywords:macro, evergreen, e-mail, memos   Doc ID:122554
Owner:Colin S.Group:HR Communities of Practice
Created:2022-11-17 13:24 CSTUpdated:2022-11-18 17:10 CST
Sites:HR Communities of Practice
CleanURL:https://kb.wisc.edu/mass-email-tool
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