Creating an email template in Outlook
How to create an e-mail Outlook template with attachments and pictures
With Template Phrases you can instantly create a new template in Outlook. It can be a Plain Text, Rich Text or an HTML template, a thank you letter or signature template, or any other custom text snippet.
Our Outlook add-in makes it possible to use macros for creating ready-to-paste templates with attachments, automatically fill BCC/CC or To fields, or require the delivery/read receipt. Read the info below to find out how to get a new template in Microsoft Outlook 2010-2003 and use macros to save time on emailing.
If you need to create a new template you can use one of the two ways: to get one using the existing email or add a template from scratch.
Replying to similar emails on a daily basis you are sure to have the text you can copy and paste to yet another typical email. Instead of this copy-paste routine you can select the needed text fragment in the message body and save it in the list of your templates in a click.
One more way is to create an Outlook template from scratch using the New template option.
Make a new email template using a text snippet from an existing email
- Open Outlook email that contains text for the new template.
- Select the text that you'd like to become a template. For example, if you'd like to create an Outlook signature template, select the corresponding part of text in your email. In case you need to create an HTML template in Outlook, your message should be in this format.
- Click the New template icon on the add-in's toolbar:
or right-click on the place in the templates tree where you'd like to have the new template and select the New template option.
You can also use the Insert key to get a new template in Outlook.
- The selected text will be automatically populated in the New template dialog box. By default, the first line of your text becomes the template name. You can edit the name so that you can quickly find the necessary template when you need it.
- Click OK and you will see a new template on the add-in pane.
If you would like to create an Outlook template from scratch
- Open a new message window in Outlook so that you can see the add-in's pane.
- Click on the New template icon. You will see a dialog box with two fields: the template name and its text.
- Enter the title for the new template into the Template name field. This can be a short summary that will let you quickly find the template when you need it.
- Type the text of the template into the bigger field below.
And add the necessary formatting. You can see all basic formatting options on the toolbar at the top of the text box.
You will also see additional formatting options like managing hyperlinks if you right-click on the template text.
- Click OK and you will see a new template in your template tree.
Below you will also find how to use a macro to create a template with attachment.
- Select an email template in the templates tree.
- Press F2 key on your keyboard or the Edit icon on the Template Phrases toolbar. You can also right-click on the template and select the Edit option.
- Make the necessary changes and click OK to save the template in Outlook.
Macros will help you in executing routine operations in Outlook. For example, they allow to create templates with attachments, so that each time you insert a certain template in Outlook message you don't have to add a particular file. Or using macros you can enter the same address into the TO field; there are many more useful things you can do with template macros:
- To insert a macro into your template, select the template in the list and click Edit.
- Click on the Insert macros button at the bottom of the Edit template window.
- Insert the macros you need into the template.
- Click OK in the Edit template window to save changes.
Here is a list of macros to choose from and a description of what they can do:
- With ~%ATTACHFILE= you can create a template with attachment to automatically insert a file each time you paste the template into Outlook. Once you insert this macro, you'll see Widows Explorer window where you can browse for the file to be attached. After you select the file and click OK, the macro will contain the file path after =, e.g. :
~%ATTACHFILE=C:\Program Files\Add-in Express\AddIns\Template Phrases for Microsoft Outlook\readme.txt
Now each time you paste this template into an e-mail message, the file will be attached and you'll get a confirmation window about it. You can disable confirmation if you like.
We recommend inserting this macro after the template text. Otherwise please make sure you start a new sentence from a new line so that it doesn't interfere with the file path.
- ~%WHAT_TO_ENTER[field label] macro prompts you to enter the necessary value every time you insert a template into the Outlook message. E.g. if you insert ~%WHAT_TO_ENTER [Name] into the template, each time you paste it you'll see a dialog box that will let you enter the name.
Note that if you use this macro with the same text in square brackets several times in one email template, you'll get just one dialog box to fill in the value and it will be populated in the place of all the same ~%WHAT_TO_ENTER macros.
You can even pre-populate possible values by listing them in square brackets separated by a semicolon; in this case you'll get a drop-down list with them, e.g.
~%WHAT_TO_ENTER [Template Phrases; Auto BCC; Attachment Alarm]
- ~%ATTACHMENTS - Use this macro in Outlook template for inserting a list of attachments into the message text. Each time you use a template with this macro, all the attachment names will be listed in the message body.
- ~%TO macro inserts the display name of a contact from the TO field into the of message body. E.g. you can start a template with "Hi ~%TO," and each time you insert it, the macro will be replaced with the recipient display name, e.g. "Hi James".
- ~%BCC macro inserts the address(es) from the BCC field into the message.
- ~%CC macro inserts the address(es) from the CC field into the email.
- ~%SUBJECT macro inserts the contents of the Subject field into the message.
- ~%CLIPBOARD macro inserts the clipboard item into the message.
- ~%DATE macro inserts the current date.
- ~%TIME macro inserts the current time.
- ~%FILLTO= macro will automatically fill in the TO field with the email address you enter after =, e.g. ~%FILLTOemail@example.com
- ~%FILLCC= = macro will automatically fill in the CC field with the email address you enter after =, e.g. ~%FILLCCfirstname.lastname@example.org
- ~%FILLBCC= macro will automatically fill in the BCC field with the email address you enter after =, e.g. ~%FILLBCCemail@example.com
- ~%FILLSUBJECT= macro will automatically fill in the Subject field with the text you enter after =, e.g. ~%FILLSUBJECT=Sample Subject. Now each time you insert the template with this macro into an Outlook message, the subject will be set to the one you entered.
- ~%SELECTED macro is for similar e-mails with some text that may vary, like the product name, price, etc. Just highlight the text that needs to be used this time before inserting the template with this macro and ~%SELECTED is replaced with the selection. For example, instead of creating a number of templates like these:
- Our Template Phrases for Microsoft Outlook is compatible with ...
- Our Auto BCC for Microsoft Outlook is compatible with ...
- Our Attachments Alarm is compatible with ...
Our ~%SELECTED is compatible with Microsoft Outlook 2010-2003.
So when we reply to a question about compatibility of the Template Phrases with Outlook, we copy the add-in's name from the customer's question, paste it to our reply message and highlight it.
Then we double click on the template and get:
Our Template Phrases is compatible with Microsoft Outlook 2010-2003.
- ~%INSERT_RECIPIENT_FIRSTNAME macro inserts the first name of the recipient if their contacts are saved in Outlook Contacts (the panel in the lower left corner of your Outlook).
- ~%INSERT_RECIPIENT_FULLNAME macro inserts the full name of the recipient if their contacts are saved in Outlook Contacts
- ~%INSERT_RECIPIENT_LASTNAME macro inserts the last name of the recipient if their contacts are saved in Outlook Contacts
If you want to insert the recipient's name that is not in your Outlook Contacts, use the ~%TO macro.
- ~%REQUEST_DELIVERY_RECEIPT macro will automatically request delivery receipt for your email
- ~%SET_HIGH_IMPORTANCE macro will automatically set message importance to High.
- ~%SET_LOW_IMPORTANCE macro will automatically set message importance to Low.
That is how you can create a template in Outlook 2010-2003, edit your templates and use macros in them. Whether you need a signature template or the one with attachment - our add-in can easily help you.
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