Setting up recurring emails in outlook 365

First of all, to perform this action, adding these contacts to your Contact List in Outlook is recommended.

Once you have done this, enabling this functionality works like a charm, and we will show you all the steps required to send recurring emails via Microsoft Outlook 365. We'll also let you know a little secret about automating this for even more efficiency.

Steps to add a new recurring email

With the recurring email feature in Outlook, you can increase your productivity and easily schedule an email to be sent out on a specific date in the future.

1. Creating a contact
2. Select the "E-mail" tab and click "New e-mail."
3. Select the options for your e-mail, including when to send it, how often, and how long to wait before resending it
4. Select “Recurring” in the dropdown list of settings
5. You can specify whether to send every day, week, or month
6. Click OK and return to your inbox
7. Add a recipient
8. Click “Create Recurring Email”

There are many valuable features in Outlook regarding productivity and improving your workflow. One of them is sending emails on a specific date and achieving more than just sending one-off emails.

Sending a recurring email to subscribers is a great way to stay in touch with them and ensure you reach them all at once.

Often you spend a lot of time preparing for an event only to find out that people forget to join. The solution is to send recurring emails in Outlook for your calendar events! Our post will cover how to send event reminders next.

How to send recurring email reminders for events?

Sending recurring emails in Outlook is one thing. You can use the same functionality to keep people informed about upcoming events you have planned with them.

Here's how to do it:

1. Log into your Microsoft account
2. Open your calendar in the top left corner
3. Find an event that you want to send recurring emails for
4. Click on “details”
5. Select “Send by email” from the dropdown and choose “Send a message”
6. Fill in the required fields.

While these steps to send recurring email reminders in Outlook seem simple at first glance, the most crucial step is configuring your settings for recurring emails is the most vital step.

Of great importance is making sure you don't bombard people with your emails, which increases the risk of ending up in spam. To solve this, you should consider your sending frequency.

A golden rule of thumb is: to send no more than one reminder daily and keep it to less than twice a week.

This post will also dive into how you can schedule an email to be sent out on a later day and time. Continue reading!

When should you use this feature?

There are several reasons why people might want to use this feature.

For example, this could be useful to keep yourself accountable for recurring tasks you want to be reminded of every few days or reports you need to send to your manager.

You could also need to send a recurring invoice to someone every month, and you want Outlook to take care of that automatically.

The possibilities are endless when it comes to sending recurring emails.

How can maximize your productivity?

If you wonder if there is a better way to do this, yes, there is. Using a third-party platform to set up recurring emails is the best approach to do this efficiently and effectively. You can use several solutions, but the best solution is probably Leadcamp's sales engagement platform.

Once activated, you can quickly build multi-email campaigns, trigger-based recurring emails, and more.

Wrapping up

Microsoft Outlook is the most widely used email tool in the world and is mainly used by business professionals who send emails and have advanced security needs.

However, sending many emails can also become a challenging task, especially if you spot yourself sending the same email repeatedly.

This is why this article explains how to use automatic emails in Microsoft Outlook to save business users a lot of time.

There are two ways to send recurring emails in Outlook. The first one is to use the Mail Merge tool that first creates a template and can automatically add data to it.

The second way is to send a new email every time and send it through a recurring event on your Outlook calendar.

This is a handy feature when you have an event where you want to check in with guests regularly or send them updates as the event approaches (or after it has happened).

It is easy to enable this in Outlook; just create an automatic email to be sent every day at 10 o'clock, for example, for all your scheduled events or meetings, as mentioned above in this article.

This guide explains the basics of the Microsoft Outlook Schedule Recurring Email for Office 365, including account management, assigning users who actually schedule the emails (which may be you, but who are we to say?), and scheduling the first email.

This document is also available as a PDF download.

For our example, Dev Inuser (the customer) will purchase a subscription for Mike (the user). Mike will then schedule his first email. After it goes out, Mike will be able to see the sent email in his Sent Items folder of his Office 365 account and their lives will be made all the more better for it.

So, once Dev finishes the purchase, the Schedule Recurring Email for Office 365 is ready for use. Immediately after the purchase the screen will look similar to this:

[Figure 1 – View after initial purchase]

This page shows details about the purchase process. Since ordering a subscription like Schedule Recurring Email for Office 365 creates an account by default, you can access that account by clicking on the View button:

[Figure 2 – Clicking the View button brings you to your Account]

After you click the View button you will be brought to your Account:

[Figure 3 – View of your account at www.SperrySoftware.com]

[Figure 4 – Account details view]

In our example, Dev had already supplied the user’s email address ([email protected]) during the ordering process, so no additional changes are needed.

When you’re ready, to get started click the Go to my email schedules link and you will be taken to the Sperry Software 365 login page:

[Figure 5 – SperrySoftware365 Home Page]

Microsoft’s Office 365 login page

Login like usual, and accept the permissions if Microsoft prompts you to do so (it will prompt you if this is the first time you’ve logged in).  In addition, if it asks you to decide between a “Work or school account” or a “Personal account” be sure to choose “Work or school account”.  After that review and accept the permissions (again, if this is your first login).

After you do, you’ll be brought to the Sperry Software 365 Dashboard page:

[Figure 7 – SperrySoftware365 Dashboard]

Clicking on the Schedule Recurring Email button brings you to the list of your scheduled emails (called Templates):

[Figure 8 – First time users will not see anything here until they create some scheduled emails]

[Figure 9 – View when creating a new email – note that scheduling options may be below the email body instead of shown on the right like it is here]

On the right hand side is where you schedule the email. This section will change options based on the interval selected, but in general for each a starting date, a repeat interval, and an ending date are required. Here’s an example:

[Figure 10 – A typical example]

Figure 11 – List of scheduled emails now shows your new email]

As a test, you can schedule an email to yourself.

And that’s all there is to it! You should be all set up with our Schedule Recurring Emails in Outlook 365 add-in. Now just wait until the designated time and check your Sent Items folder to see the scheduled email once it’s been sent.

Can I set up recurring emails in Outlook?

How do I save a recurring email template in Outlook?