Create Outlook Email Templates: A Step-by-Step Guide

Ever found yourself repeating the same email format over and over again? Wish you could save time by creating a reusable template in Outlook? You're in luck! Microsoft Outlook does indeed allow you to create and use templates, streamlining your email process. Let's dive into how you can make a template in Outlook.

How to Create and Use an Email Template in Microsoft Outlook
How to Create and Use an Email Template in Microsoft Outlook

Before we start, ensure you're using the desktop version of Outlook. The web-based version, Outlook.com, doesn't support templates. Now, let's get started!

How To Create Email Templates in Outlook | My Templates & Quick Parts
How To Create Email Templates in Outlook | My Templates & Quick Parts

Creating an Email Template in Outlook

Creating a template in Outlook involves a few simple steps. First, you'll compose an email with the content you want to reuse, then save it as a template.

How to create an email template for Outlook
How to create an email template for Outlook

Here's how to do it:

Compose Your Email

the email message is being displayed on the computer screen, with an arrow pointing to it
the email message is being displayed on the computer screen, with an arrow pointing to it

Open Outlook and click on 'New Email'. Compose your email with the content you want to reuse, including the subject line, body text, and any attachments.

Pro Tip: Use placeholders for dynamic information like recipient's name or date. You can use Outlook's built-in content controls for this. For example, use '[FirstName]' for the recipient's first name.

Save as Template

Create Outlook email template with fillable fields, variables, and dropdown
Create Outlook email template with fillable fields, variables, and dropdown

Once you're satisfied with your email, click on 'File' in the top-left corner, then 'Save As'. In the 'Save As' dialog box, navigate to the 'User Templates in File System' folder. Name your template, choose ' Outlook Template (*.oft)' as the file type, and click 'Save'.

Your template is now saved and ready to use!

Using Your Email Template in Outlook

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Benefits of Using Outlook Calendar Invite Templates

Now that you've created your template, let's see how to use it.

Here's how to do it:

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Insert a Template

To use your template, click on 'New Email' in Outlook. Then, go to the 'Message' tab, click on 'Choose Form', and select 'User Templates in File System'. Find your template and click 'Open'.

Your template will now open as a new email, ready for you to fill in any dynamic information and send.

Edit or Delete a Template

To edit or delete a template, go to the 'User Templates in File System' folder in your File Explorer. Here, you can right-click on a template to edit or delete it.

Remember, editing a template will affect all future emails based on that template. If you want to keep the original and create a new version, save it with a different name.

And there you have it! You've just learned how to create, use, and manage email templates in Outlook. This simple trick can save you countless hours of repetitive work. Happy templating!