Need to schedule an email to send later? Learn how with these simple instructions.
Email Scheduling is a feature that is available, by request, for Internal Comms user of Bananatag with Outlook Classic. 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.
-
To schedule an email to be sent later, click Schedule Time, and use the date field or the date picker to set the schedule
Click Confirm to send later
-
Once scheduled, the email will show in the sidebar with the schedule, where it can also be cancelled by clicking "Unschedule"
Important considerations
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 it.
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 Bananatag icon in the bottom right to open your sidebar.
-
You can schedule both standard emails and drafts that you have created.
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).
Schedule a Draft:
In your Bananatag sidebar, select the Drafts tab in the center. From here, hover over the Draft you would like to schedule and select the Calendar icon
to schedule it. In the Broadcast window that appears, 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.
For users using our Gmail extension, any subscription level can take advantage of the 'Track and Schedule' feature.
You can schedule both standard emails and drafts that you have created.
-
Standard Email:
In your email compose screen, click Send Later. Here you can schedule a custom time for your email to be sent. Click Schedule and your email will automatically send on the date you selected.
-
Email Draft:
In your Gmail sidebar, select Drafts and click Schedule on the draft you would like to send. Here you can schedule a custom time for your email to be sent. Click Schedule and your email will automatically send on the date you selected.
BananaTip
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.
