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
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In Outlook Online, start Template Phrases, click the three dots in the bottom right corner and select Export:
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By default, all your template groups will be selected. Uncheck the unwanted ones and click Export:
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A .ptd file will be downloaded:
Step 2: Import templates into Shared Email Templates
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Run Shared Email Templates, stand on the team or folder into which you want to import templates, click the three dots and select Import:
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Select the downloaded .ptd file and click Open:
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A group from Template Phrases for Outlook Online will be imported as a folder into the team or folder you selected:
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.
Note. Add recommended Shared Email Templates macros with the Insert macro icon following the How to add a macro to your template guide.
| Macro in Template Phrases Online | Macro in Shared Email Templates |
|---|---|
| $Add[BCC]=xyz | ~%Add |
| $Add[CC]=xyz | ~%Add |
| $Add[TO]=xyz | ~%Add |
| $Add[SUBJECT]=xyz | ~%Add |
| $BCC[ADDR] | ~%Insert |
| $CC[ADDR] | ~%Insert |
| $SUBJECT[] | ~%Insert |
| $TIMESTAMP[DATE] | ~%Insert |
| $TIMESTAMP[TIME] | ~%Insert |
| $Fill[TO]=xyz | ~%Fill |
| $Fill[CC]=xyz | ~%Fill |
| $Fill[BCC]=xyz | ~%Fill |
| $Fill[SUBJECT]=xyz | ~%Fill |
| $TO[FIRSTNAME] | ~%Insert |
| $TO[LASTNAME] | ~%Insert |
| $TO[FULLNAME] | ~%Insert |
| $TO[ADDR] | ~%Insert |
| $FROM[ADDR] | ~%Insert |
| $FROM[FULLNAME] | ~%Insert |
| $FROM[FIRSTNAME] | ~%Insert |
| $FROM[LASTNAME] | ~%Insert |
| $TIMESTAMP[DAYOFWEEK] | ~%Insert |
| $WHAT_TO_ENTER[xyz] | ~%WhatToEnter |
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. |
That's it! Enjoy using Shared Email Templates!
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