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Email Scheduling is a feature that is available, by request, for Internal Comms user of Bananatag with Outlook 2.0. Please contact your Account Manager to get set up with this feature.
Local Email Scheduling uses Bananatag to schedule your outgoing employee emails through Outlook, and has a few specific workflow requirements, detailed below.
Step 1: Once Local Email Scheduling is enabled, you’ll see more options in the Broadcast window, through a dropdown under the Send button:
Step 2: To schedule an email to be sent later, select Send Later from the dropdown, and use the date field or the date picker to set the schedule:
Click Send Later to confirm the schedule.
Step 3: Once scheduled, the email will show in the sidebar with the schedule, where it can also be cancelled by clicking "Unschedule".
There are a number of important caveats with this method of scheduling emails, primarily because this relies on functionality similar to Outlook’s Delayed Send feature.
Outlook must be opened at the time the message is sent
Similar to the process when using Microsoft’s Delayed Send feature, we recommend scheduling your message, and keeping Outlook open until the message is sent.
If Outlook is closed during the time when drafts are scheduled to be sent, they will be sent at the same time when the user opens Outlook next.
Email drafts are scheduled locally only
Email drafts that are scheduled locally by Bananatag through this feature are only scheduled to be sent on a given user’s computer through their instance of Outlook. Emails that have been scheduled locally in Bananatag's Outlook Add-in show as having been scheduled on app.bananatag.com, but will not be visible in the Outlook Outbox (or drafts).
Email drafts that are scheduled locally can be updated on app.bananatag.com
When a locally scheduled email draft is about to be sent, the Outlook Add-In will get the latest version of the draft from app.bananatag.com. Any changes made and saved in the Email Designer on app.bananatag.com will be fetched before sending.
For users using our Office 365 plugin, any subscription level can take advantage of the 'Track and Schedule' feature.
From Outlook Web Access, open a compose email window, then click the little yellow Bananatag icon in the bottom right to open your sidebar.
From Desktop Outlook, open a compose email window, then click Track and Send at the top of Outlook to open your sidebar.
Step 2 - Standard Email:
In your Bananatag sidebar, select Send Later, and select your date and time to send your email. Once your email recipients are entered, as well as your subject and the body of the email, click Track and Schedule, or just Schedule (if you don't want to track this email).
Step 2 - Schedule a Draft:
In your Bananatag sidebar, select the Drafts tab in the center (circled in orange below). From here, hover over the Draft you would like to schedule and select the Calendar icon to schedule it. In the Broadcast window that appear, select your Time and Date at the bottom where it says Time.
Note: Make sure you use the sidebar when clicking send, otherwise your email won't be scheduled.
Please Note: Gmail now has built-in Schedule Send functionality, and when you aren't sending a Draft from the Bananatag addin, you will see that as an option from the up-arrow next to Send. It's important to note that if you want to Schedule your email and have it tracked by Bananatag, that you need to use the Send Later button next to the Send button, as below.
Below is a screenshot of the Send Later menu, visible after you click Send Later on the compose bar in Gmail:
Here you can schedule a custom time for your email to be sent. Once you click Schedule, you're all done. An email will also be sent to your inbox to confirm that the email has been sent shortly after when it is scheduled to be sent.
You can also set up recurring emails through this window, and of course, use the email tracking feature simultaneously.
Note: If you'd like to access an email that you've scheduled to be sent later, you can easily do so in your drafts folder. All scheduled emails will remain in the drafts folder until the time that they are scheduled to be sent.