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Scheduling a Recurring Message

Suppose you need to process reports at the end of each month and need data from your co-workers to complete the reports. They always seem to forget, so you need to send them a reminder. How do you automate the process, so they get the reminder automatically?

See Using Microsoft Outlook to Schedule Report Transmissions for a method that uses custom forms. Note that tighter security in Outlook may prevent this from working as expected.

In addition to scheduling recurring messages, the tools on this page can be used to schedule messages to be sent later.

Using Appointment Forms Tools | More Information

Using Appointment Forms

You can open a prepared email template by creating an online meeting. Unlike the utilities listed in the Tools section, need to press Send to actually send it. It is more "in your face" than a reminder, for those messages you need to schedule but want to edit before sending.

  1. Create a message and save it as an email template (*.oft)
  2. Open an meeting invitation (or click the invite button on an appointment) and enter your email address in the To field.
  3. Add a check to the Online meeting option.
  4. Select Using Windows Media Services
  5. Enter the file location of the template in the Event address field Add a check to the field to Automatically start Windows Media with the reminder Save and close.

When the reminder triggers, a dialog will open, asking if it can open the template. Once opened, press Send.

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Tools

Email Scheduler   Schedule messages to be sent at specific date/times or intervals by setting up a task for each message. Sold as part of the MAPILab Toolbox, v3.
LBE Email Scheduler   Use to send personalized email, mass mail, or schedule mail to sendlater.
Schedule Recurring Email
 
Send messages at regular intervals, similar to the scheduling for recurring appointments. Send an attachment or even the contents of an entire folder. Triggers Outlook security prompts only when creating the messages, not when sending them. For Outlook 2000 and 2002. Discount Code, enter during checkout: WD9BHK53
SendLater   Send messages at the date/time of your choice either once or recurring. Can transmit the latest version of a file. Outlook needs to be running when the time for sending the message arrives. Outlook 2000 or later.
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More Information

OL98: How to Create a Recurring E-mail Message
Tip 215: Send Reports on Schedule (Outlook-Tips.net)
Tip 217: Open Files on Schedule (Outlook-Tips.net)
Updated Apr 09 2008

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