Shared Email Templates for Microsoft Outlook / Gmail

Complete list of macros for templates

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The Shared Email Templates macros are created to help you avoid repetitive actions in your routine correspondence. For example, instead of pasting a certain email address into the Cc or Bcc field, adding some text to a subject line, attaching the same file to your messages over and over again, you can just insert a macro and do that only once.

In the list below, click on a macro to see its description, syntax, and examples of use.

Note. Shared Email Templates for Gmail doesn't support appointments, meetings, mail merge, and signatures.

Your purpose Macros you need
To change fields and body of email messages, appointments, and meetings Add
Adds the specified text to the specified field.

Fill
Fills the specified field with the specified text.

Insert
Inserts the contents of the specified field into the macro position in the body of an email message, an appointment, or a meeting.

To attach files and insert pictures Attach
Attaches the specified file(s) to the current email message, appointment, or meeting.

InsertPicture
Inserts the specified picture into the macro position in the body of an email message, an appointment, or a meeting.

To return values from datasets Insert
Inserts the text of the specified dataset column by the specified key value.
To create interactive fillable fields WhatToEnter
Adds interactive fillable fields to your templates.

WhatToAttach
Asks the user to attach a local file when the user is inserting the current template.

To use regular expressions RegexMatch
Inserts the specified text if the specified field contains a string that matches the specified regular expression.

RegexExtract
Extracts text from the specified field by the specified regular expression.

To add merge fields MergeField
Inserts the contents of the specified column of the mail merge distribution list.
Extra DisableIf
Stops the current template from being inserted if the specified field contains the specified text.

Note
Adds comments to your templates.

Clear
Clears the specified field of the current email message, appointment, or meeting before the current template is inserted.

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