How to Send Recurring Emails With Power Panels in Excel
In both of these situations, the ability to send out a recurring email will save you tons of time which can be better utilized on other projects. Also, if you’re a small business that has to send out seasonal updates to your customers, you may also benefit from the ability to send these out on a regular basis. It really comes down to time efficiency and cost-effectiveness. With more time put towards other projects, you can also free up some of your time for yourself. Now that we have all of that covered let’s talk about how to send recurring emails in the first place.
The first thing you need to do is set up a way for your email address contacts to contact you and/or your company automatically each time they receive an email with the subject lines that you have programmed into your spreadsheet. This process is easy enough to set up and, once set up, will require you to make one simple change in the spreadsheet. Instead of looking for the link to schedule a meeting with a customer, you can just enter their name and then add them to your email address sender list.
You will also want to include in your spreadsheet a column for your customers’ names. You may also choose to use a tick mark option to highlight your customers when you are scheduling a meeting or sending an update. For the next step, it’s pretty simple: when the time comes to schedule a meeting with a client, simply select their name and click send. This way, your customers won’t have to be involved when you schedule a meeting or update. You can also add the blue send button as well as a red send button. When you click either button, you will instantly send an email to the customer with the subject line of “urgent” as well as any information you want to include in the email.