Do you ever find yourself sending the same email as Hotmail, Outlook or Gmail to clients and co-workers over and over again? Today I’m going to show you how to reduce tedium and repetitive stress injuries by setting up an email template in Outlook 2016. This tutorial should cover Outlook as well. With this template you’ll be able to make adjustments if needed, then fire it off into the ether and walk out of that building with your head high. Your phalanges will thank you later.
How to Set Up Email Templates in Outlook 2016
To get started you need to create an email that will serve as your template. It can be anything – you can type it in a Word document you can type it in Notepad – however you’d like to do it.
In Outlook under the “Home” tab, click “New Email” or press Ctrl + N on the keyboard to create a blank email. I’ve created my form email in Word for the purposes of this tutorial and will paste the text into the body of the email.
For a pro tip, press Ctrl + A to select all the text in the document, press Ctrl + C to copy the text, and then press Ctrl + V to paste the text into the body of the email. Or you can type something you want in you main email.
Next, add a subject to your email template. Make it genuine to ensure your email doesn’t go straight into the junk mail of the person who receives it.
Click on the “File” tab, choose “Save As” and select “Outlook Template” under the “Save as type:” dropdown menu.
I recommend not changing the folder location here as this is where Outlook will look for your email templates.
Click “Save”, and now your template is available to be used any time you need it. You can discard the email you created, as it has been saved as a template.
Awesome! No more worries about carpal tunnel surgery.
Now how do you access the email template you just created?
Under the “Home” tab, click “New Items”, then “More Items”, then “Choose Form”.
Under the “Choose Form” window, select “User Templates in File System”.
Up comes a list of your saved email templates Choose the one you need from the list and click “Open”.
The template opens as a new email. Make any changes you need, and fire it off to your eager subscribers.
Note that making changes to the email here does NOT make changes to the template itself.
In order to update the template, make any changes to the email you’re currently working on, and use the steps we just took to once again save it as a template with the same name. And that’s it for today.
Before your know it, you’ll be a master of your desktop software and be cruising for that promotion to Executive VP, a company car, and a key to the executive washroom.
In our next tutorial, I’m going to show you how to add items to the Ribbon in Outlook. And it works for other Microsoft Office programs as well. And adding these items to the Ribbon will allow you to get to your email templates with the click of a button instead of having to go through all those steps.
If you know anyone who wants a shot at VP, or just needs a way to get their email out faster share the video with them.
If you found the tutorial useful be sure to bookmark my Website, as we’re always adding new content. As always, thanks for reading, and we’ll see you next time.