Creating and Using Outlook Templates

We know that a lot of firms base their email in Outlook, and are too often sending the same emails to different people. If you find yourself spending too much time sending repetitive emails through Outlook, you might find it useful to use these steps to create and use email templates.

Create Your Email Template

Step One: Start a new email message in Outlook.

Step Two: Write your email subject and body.

Step Three: Under ‘File’, choose ‘Save As’.

Step Four: Name your file and save the message as a template, using the ‘Save As Type’ dropdown.

Step Five: Make note of where your template is saved. By default, it is located in this folder for Windows 8, Windows 7, and Windows Vista: c:\users\username\appdata\roaming\microsoft\templates

Using Your Email Template:

Step One: In the ‘Home’ Tab, within the ‘New’ group, click ‘New Items’, point to ‘More Items’, and ‘Choose Form’.

Step Two: In the ‘Choose Form’ box, in ‘Look In’ select ‘User Templates in File System’.

Step Three: The default templates folder (c:\users\username\appdata\roaming\microsoft\templates) is opened, but if you saved your template in a different folder, click ‘Browse’ and then select the template.

Step Four: Select the template, and click ‘Open’.

Step Five: Make your necessary additions or changes to correspond to your recipients (‘To’, ‘Cc’, ‘Bcc’). If you would like, you can also change the ‘Subject’ line or add content to the body of your message. (Note: these changes will not update your template).

Step Six: Click ‘Send’.

Want Next-Level Efficiency?

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