Introduction
Email templates can be a huge time saver when you find yourself sending similar emails on a regular basis. Whether it’s a weekly update to your team or a monthly report to your boss, having a template on hand can make the process much quicker and easier.
Creating an Email Template in Outlook
Step 1: Open Outlook and compose a new email
Open Outlook and click on “New Email” in the top left corner. This will open a new message window.
Step 2: Enter the recipient’s email address
In the “To” field, enter the email address of the person (or people) you want to send the template to. You can also add cc or bcc recipients here if needed.
Step 3: Enter the subject line
In the “Subject” field, enter the subject of the email. This can be anything you want, but it’s a good idea to make it something descriptive so you can easily identify the template later on.
Step 4: Write the email body
Now it’s time to write the email itself. This can be anything you want, but make sure to include all the information you want to include in the template. You can also format the text using the various options at the top of the message window.
Step 5: Save the email as a template
Once you’re happy with the email, click on “File” in the top left corner and then choose “Save As.” In the “Save As” window, select “Outlook Template” from the “Save as type” drop-down menu and give the template a name. Then click “Save.”
Step 6: Using the template
To use the template, simply click on “New Email” in the top left corner and then click on “Choose Form” in the “New” drop-down menu. In the “Choose Form” window, select “User Templates in File System” from the “Look In” drop-down menu and then double-click on the template you want to use. The template will open in a new message window and you can make any changes you need before sending it.
Conclusion
Email templates can be a great way to save time when you find yourself sending similar emails on a regular basis. By following the steps above, you can easily create your own templates in Microsoft Outlook.
1. In Microsoft Outlook, click on File in the top-left corner.
2. Select Options from the drop-down menu.
3. In the Outlook Options window, select the Mail tab on the left-hand side.
4. Scroll down to the Send messages section and click on the Signatures button.
5. In the Signatures and Stationery window, click on the New button.
6. In the New Signature window, type a name for your signature in the Signature name field and click on OK.
7. In the Edit Signature window, type or paste your signature into the Text field.
8. To add an image to your signature, click on the Image button.
9. In the Insert Picture window, navigate to the image you want to use and click on Insert.
10. To format your signature, use the Formatting tools at the bottom of the window.
11. When you are finished, click on OK.
12. In the Signatures and Stationery window, make sure your new signature is selected in the Select signature to edit drop-down menu and click on OK.
13. In the Outlook Options window, click on Save.
14. Close the Outlook Options window.
You have now successfully created an email signature in Microsoft Outlook!
In the upper-right corner of Outlook, select the cog icon to open the Settings menu.
On the Settings menu, select View all Outlook settings.
On the Settings page, select Mail > Compose and reply.
Under Reply in the same message, select the Insert link to previous message check box.
Under When forwarding a message, select the Include original message text check box.
At the bottom of the page, select Save.
When you reply to or forward an email message in Outlook, you can now include the original message text.
How to Set Up Email Templates in Microsoft Outlook on Windows 11
Instructions
1. Open Outlook and click “New Email” in the top left corner.
2. Click the “Format Text” tab and then click “HTML” in the top left corner of the message box.
3. Enter your message in the large text box. You can use HTML tags to format your text, such as for bold, for italics, or for underlining.
4. To insert a link, highlight the text you want to link and then click the “Insert” tab. Click “Hyperlink” and enter the URL you want to link to.
5. To add an image, click the “Insert” tab and then click “Picture.” Browse to the image you want to insert and click “Insert.”
6. To save your message as a template, click the “File” menu and then click “Save As.” Select “Outlook Template” from the “Save as type” drop-down menu and click “Save.”
7. To use your template, click the “New Email” button and then click “Choose Form.” Select your template from the “Look In” drop-down menu and click “Open.”
Before you begin creating your email template in Microsoft Outlook on Windows 11, make sure you have the following:
An email account set up in Outlook
The latest version of Outlook installed
To set up an email template in Microsoft Outlook on Windows 11:
Open Outlook and go to the File tab.
Click New Items and then choose More Items.
Select Choose Form.
In the Choose Form dialog box, select User Templates in File System and click Open.
In the Forms Manager dialog box, click New to create a new form.
In the Design a Form dialog box, do the following:
In the Form Name field, type a name for your form.
In the Display Name field, type a name for your form.
In the Folder field, select the folder in which you want to save your form.
Click OK.
You will now see the new form in the Forms Manager dialog box.
Click Design This Form to begin creating your email template.
You will now see the form in design view.
To add fields to your form, select the field type from the Field Choices list and click the Add button.
You can now add text, images, and other elements to your form.
When you are finished, click the Save button.
Your email template is now saved and you can use it to create new messages in Outlook.
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