Mass Email Tool Guide - Overview

This document provides an overview of the UW-Madison Mass Email Tool Guide - a series of KB documents providing guidance about using the UW-Madison Mass Email Tool.

Welcome to the UW-Madison Mass Email Tool Guide. The Mass Email Tool is used to automate the process of creating personalized PDF memos and distributing through individual emails.

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 Worksheet (Excel) Instructions for setting up the Mass Email Tool Worksheet (Microsoft Excel)
Mass Email Tool Guide - Using the Tool - 2. Creating PDF Memos (Word) Instructions for setting up the Mass Email Tool Memo file in Microsoft Word and creating PDF memos
Mass Email Tool Guide - Using the Tool - 3. Sending the Emails (Excel) Instructions for sending emails in the Mass Email Tool Worksheet (Microsoft Excel)
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


Keywordsmacro, evergreen, e-mail, memos   Doc ID122554
OwnerCatharine D.GroupHR COP
Created2022-11-17 14:24:05Updated2024-07-16 11:37:11
SitesHR Communities of Practice
CleanURLhttps://kb.wisc.edu/mass-email-tool
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