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You are here: Home / Tutorials / How to Create an Outlook Email Template: A Step-by-Step Guide

How to Create an Outlook Email Template: A Step-by-Step Guide

May 29, 2024 By Matthew Burleigh

Creating an Outlook email template can save you loads of time, especially if you find yourself sending out similar emails on a regular basis. Imagine not having to type out the same information over and over again. Sounds nice, right? Well, it’s super easy to set up. Just follow the simple steps below and you’ll have a template up and running in no time.

Step by Step Tutorial on How to Create an Outlook Email Template

Creating an email template in Outlook is a handy way to save time if you’re often sending the same type of message. Follow these steps to create your own custom template.

Step 1: Open a new email message

Begin by opening a new email message in Outlook.

This is where you’ll create the content for your template. You can include anything you want to be in your template, like subject lines, recipient addresses, and of course, the body of the email.

Step 2: Customize your email

Add and format the text, images, and layout that you want to appear in your template.

Think about the elements that will be consistent in every email you send using this template. You can customize everything, from fonts and colors to signatures and attachments.

Step 3: Save the email as a template

Once you’re happy with your email, click on "File" then "Save As" and choose "Outlook Template" from the dropdown menu.

This will save your email as a .oft file, which is the format Outlook uses for templates. Make sure to give your template a name that you’ll remember and that describes the type of emails you’ll send with it.

Step 4: Access your saved template

To use your template, click on "New Items," then "More Items," and finally "Choose Form."

From there, go to the "Look In" dropdown menu and select "User Templates in File System" to find the template you saved.

Step 5: Use your template

Select your template and click "Open" to create a new email message with your template’s content.

Now, all you have to do is fill in any specific information for the email you’re sending and hit "Send." It’s that easy!

After completing these steps, you’ll have a personalized email template that you can use over and over again. This will not only save you time but also ensure that your emails have a consistent look and feel, which can be important for branding or professional correspondence.

Tips for Creating an Outlook Email Template

  • Keep your template simple to make it versatile for various email messages.
  • Remember to leave placeholders for information that will change in each email.
  • Take advantage of Outlook’s formatting tools to make your template look professional.
  • Consider creating multiple templates for different types of correspondence.
  • Test your template before using it to make sure it looks and functions as you want it to.

Frequently Asked Questions

Can I include attachments in my Outlook email template?

Yes, you can include attachments in your Outlook email template. Attach any files before saving the template in step 3.

Can I share my Outlook email template with colleagues?

Absolutely! Just save the .oft file to a shared location or send it directly to your colleagues.

How do I edit an existing Outlook email template?

To edit an existing template, simply open it by following step 4, make your changes, and then save the template again.

Are there any limitations to what I can include in my Outlook email template?

The main limitation is that you cannot include pre-populated recipient email addresses in a template due to privacy and security reasons.

Can I use my Outlook email template on different computers?

Yes, as long as you have access to the .oft file, you can use your template on any computer with Outlook installed.

Summary

  1. Open a new email message.
  2. Customize your email.
  3. Save the email as a template.
  4. Access your saved template.
  5. Use your template.

Conclusion

There you have it, a simple guide on how to create an Outlook email template. With this knowledge in hand, you’re now equipped to streamline your email process, ensuring consistency, and making sure you’re not wasting precious time typing out the same emails day in and day out. Remember, the time you save with email templates can be spent on more important tasks that require your attention. So, go ahead and give it a try, play around with different designs and content, and find the perfect template that works for you. If you have any further questions, don’t hesitate to look for more resources online or contact a tech-savvy friend. Happy emailing!

Matthew Burleigh
Matthew Burleigh

Matt has been working with WordPress and creating content using this powerful content management system for years. While he has written about many other tech topics, WordPress is one of his favorites.

You can read his full bio here.

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