How to import templates into Shared Email Templates

From Template Phrases for Outlook Online

If you use Template Phrases for Outlook Online, you can import your templates into Shared Email Templates. In this quick manual, find out how.

Note. The migration guide for Template Phrases for Outlook on desktop you can find here: How to migrate to Shared Email Templates.

Step 1: Export templates from Template Phrases for Outlook Online

  1. In Outlook Online, start Template Phrases, click the three dots in the bottom right corner and select Export:
    Click Three Dots.
  2. By default, all your template groups will be selected. So, uncheck the unwanted ones and click Export:
    Uncheck the unwanted groups of templates.
  3. A .ptd file will be downloaded:
    The .ptd file.

Step 2: Import templates into Shared Email Templates

  1. Run Shared Email Templates, stand on the team or folder into which you want to import templates, click the three dots and select Import:
    Import file.
  2. Select the downloaded .ptd file and click Open:
    Select the .ptd file.
  3. A group from Template Phrases for Outlook Online will be imported as a folder into the team or folder you selected:
    The folder with templates is exported.

Step 3: Check all macros

Review each template one by one and check all macros used in them. Find a macro in the list below to see if any action is needed.

Replace macros

Some macros need to be replaced with other ones, so check the list below.

Macro in Template Phrases Online Macro in Shared Email Templates Notes
$Add[BCC]=xyz ~%ADDBCC[xyz]
$Add[CC]=xyz ~%ADDCC[xyz]
$Add[TO]=xyz ~%ADDTO[xyz]
$Add[SUBJECT]=xyz ~%ADDSUBJECT[xyz]
$BCC[ADDR] ~%BCC
$CC[ADDR] ~%CC
$SUBJECT[] ~%SUBJECT
$TIMESTAMP[DATE] ~%DATE
$TIMESTAMP[TIME] ~%TIME
$Fill[TO]=xyz ~%FILLTO[xyz]
$Fill[CC]=xyz ~%FILLCC[xyz]
$Fill[BCC]=xyz ~%FILLBCC[xyz]
$Fill[SUBJECT]=xyz ~%FILLSUBJECT[xyz]
$TO[FIRSTNAME] ~%INSERT_RECIPIENT_FIRSTNAME
$TO[LASTNAME] ~%INSERT_RECIPIENT_LASTNAME
$TO[FULLNAME] ~%INSERT_RECIPIENT_FULLNAME
$TO[ADDR] ~%TO
$FROM[ADDR] ~%MAILBOX_PROPERTIES[EmailAddress]
$FROM[FULLNAME] ~%INSERT_SENDER_FULLNAME
$FROM[FIRSTNAME] ~%INSERT_SENDER_FIRSTNAME
$FROM[LASTNAME] ~%INSERT_SENDER_LASTNAME
$TIMESTAMP[DAYOFWEEK] ~%DATE ~%DATE inserts the current date into a message.
$WHAT_TO_ENTER[xyz] ~%WHAT_TO_ENTER[xyz]

Delete macros

Shared Email Templates does not recognize the following macros. Please simply remove them from templates.

Macro in Template Phrases Online Action
$BCC[FULLNAME] Inserted the full names from the BCC field.
$BCC[FIRSTNAME] Inserted the first names from the BCC field.
$BCC[LASTNAME] Inserted the last names from the BCC field.
$CC[FULLNAME] Inserted the full names from the CC field.
$CC[FIRSTNAME] Inserted the first names from the CC field.
$CC[LASTNAME] Inserted the last names from the CC field.

More Shared Email Templates macros

Find the full list of macros in Shared Email Templates

That's it! Enjoy using Shared Email Templates!

Ask a question (posted publicly)

If you have any questions or issues with this add-in, please feel free to post your concerns in the comments area. As soon as we answer, a notification message will be sent to your e-mail. If you do not want to share your thoughts in public, please contact us at support@ablebits.com.