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Mass Email Tool Guide - Using the Tool - 3. Sending the Emails (Excel)

This document explains the process of using the Mass Email Tool Worksheet to send the emails and memos created in previous steps.

Overview

The final step is to send the emails and memos that you've created.

Process

Preparing Outlook

The emails sent by the Mass Email Tool will send from your Outlook default email account. In most cases, this is your individual UW-Madison email account. Follow these steps to check your Outlook default email account:

  1. In Outlook, click the File tab in the top menu
  2. Click the Account Settings button
  3. Select the Account Settings... option
  4. Your default account has a checkmark next to it and Outlook displays the message "send from this account by default"
    Screenshot of Outlook Account Settings window with default account indicators highlighted with red rectangle
    Outlook Account Settings window showing default account indicator
    Select image to enlarge - image will open in new tab

If this is the email address you want to send your Mass Email Tool emails from, you can skip to sending the emails.

If you want your Mass Email Tool emails to send from a different address, you'll need to set up a new Outlook profile to log directly into the account from which you want to send.

Sending Emails

To send the emails, you'll open the MET Worksheet again.

Screenshot of Windows File Explorer with UW-Madison Mass Email Tool file highlighted
Windows File Explorer with MET Worksheet file highlighted
Select image to enlarge - image will open in new tab

If you'd like, review the Mail Merge (read-only) sheet one more time to look for any obvious errors you might have missed previously.

If you'd like to see the final version of the emails before sending, select the Open preview email button. This will open a new email in Outlook using the settings you've configured and the information from the first row of your Enter Data sheet. Windows doesn't always bring new emails to the focus, so if you don't see the email after clicking the button check your taskbar to see if the email opened in the background. Be sure to close this email without sending to avoid that recipient getting duplicate emails.

Open preview email button in MET Worksheet and preview email in Outlok
MET Worksheet showing Open preview email button; preview email open in Outlook
Select image to enlarge - image will open in new tab

Finally, click the Send emails button. You will be prompted to confirm this action before any emails are sent to avoid accidental sending.

Screenshot of Mass Email Tool showing macro button to send emails
MET Worksheet showing macro button to send emails
Select image to enlarge - image will open in new tab

This macro passes information to Outlook about the emails to send. Outlook then sends the emails. The Mass Email Tool does not get feedback about the emails after this step, so refer to Outlook to make sure all emails send correctly.

Office 365 Email Limitations

Note that Microsoft sets limitations on Office 365 email usage. The most relevant limitation for the Mass Email Tool is that an account can only send emails to up to 10,000 recipients per day, which includes all addresses in the To, Cc, and Bcc fields. The MET Worksheet will attempt to count your email recipients before sending the emails and display an error if your project includes more than 10,000 recipients.



Keywordsevergreen, mail merge, memos, attachments, e-mail   Doc ID122562
OwnerColin S.GroupHR COP
Created2022-11-17 20:41:59Updated2024-01-12 12:35:29
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