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Get Organized: How to Set Up Email Templates

 & Jill Duffy Contributor

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Buying Guide: Get Organized: How to Set Up Email Templates

Contents

In both the workplace and in our personal lives, many of us send what is essentially the same email over and over again. It might say something like, "Here are the weekly sales numbers…" or "Honey, please remember to mail the rent on or before..."

If you're a reasonably organized and efficient person, you might copy and paste the previous email into a new message whenever it's time to send that regularly sent email. It's not a bad method, but it does leave you open to introducing errors. You might forget to update the subject line, date, a financial figure, a data point, and so on.

Get OrganizedWhen I first started my career in media and publishing, I was essentially a line editor for some academic journals, working with typesetters who typed in the changes that I marked up on the files. The most important rule I learned in how to mark up articles for typesetters was this: The fewer keystrokes they have to make, the fewer chances they have of introducing errors. In other words, my job was to correct any typos and get the authors' changes onto the page while also minimizing how much typing the typesetters had to do.

Along the same lines, when you reuse an old email, you have to input a lot of unnecessary keystrokes, like deleting and then updating the subject line, changing key pieces of information, and so forth.

A better system is to set up emails that you can reuse over and over more efficiently, an "email template" (Microsoft Outlook's term) or "canned response" (Google's term)

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An email template is exactly what you'd expect it to be, an outline of an email with blank space where updated information will appear. When you provide yourself with a blank space instead of a number or piece of data to update, you're making fewer keystrokes, and thus reducing the number of errors you might introduce. You'll never accidentally sent last week's report numbers; the worst thing that could happen is you leave something blank, in which case, the recipients will immediately notice and ask you for the missing data. If you send the wrong information, though, the recipients may never know it.

Here's how to set up email templates in two of the most often used email programs: Outlook and Gmail.


How to Set Up an Email Template in Outlook

Outlook refers to these kinds of regularly sent messages as "email templates." The feature is available in the desktop program of Outlook, but it's not available in Outlook.com.

In Outlook 2007. Start a new email message. Type in the body of the email and subject line as much information as you will need to reuse, being sure to leave yourself a clear and visible blank space wherever you are going to enter new information each time you send the message. Here is an example:

Subject line: Weekly Pageview Report for week ending
Body: Here is the weekly pageviews report for the website.

Date:

Pageviews:

Thanks everyone! Please let me know if you have any questions.

In the upper left corner of the message box, go to the File > Save As.

In the dialog box that appears, you have to change the file type to Outlook Template (*.oft). You can then name your template whatever you'd like.

When you're ready to compose a new message using the template, the process for getting to the template is actually a little bit inefficient, unfortunately.

Go to New > Choose Form

and in the top drop-down selection box, pick User Templates in File System. Any templates you've saved should be there. Pick the one you want, and it will open as a new email message, which you can update as appropriate.

In Microsoft Outlook 2010. Start a new email message. Type in the body of the email and subject line as much information as you will need to reuse, being sure to leave yourself a clear and visible blank space wherever you are going to enter new information each time you send the message. (See the sample above.)

When you've finished designing your template, go to the File tab and choose Save As.

In the dialog box that appears, you have to change the file type to Outlook Template (*.oft). You can then name your template whatever you'd like. Hit Save.

When you're ready to use the template, go to New Items > More Items > Choose Form

and in the top drop-down selection box, pick User Templates in File System. Any templates you've saved should be there. Pick the one you want, and it will open as a new email message, which you can update as appropriate.

Distribution list. You'll probably want to pair an email template with a distribution list so that you can send the message to a group of people in one shot.

Go to the Contacts section of Outlook. Choose New > Distribution List.

If you're using corporate or business email, you're best bet is to Select Members rather than use the function called Add New. Select Members will probably bring up the list of users available on your business's email system. On the other hand, Add New lets you type in an email address manually.

About Our Expert

Jill Duffy

Jill Duffy

Contributor

My Experience

I'm an expert in software and work-related issues, and I have been contributing to PCMag since 2011. I launched the column Get Organized in 2012 and ran it through 2024, offering advice on how to manage all the devices, apps, digital photos, email, and other technology that can make you feel overwhelmed. That column turned into the book Get Organized: How to Clean Up Your Messy Digital Life. I was also the first product reviewer at PCMag to test fitness gadgets, including everything from early Fitbits to smart bras.

Currently, I'm passionate about the meaning of work and work culture, and I enjoy writing about how managers and employees can communicate better, with or without software. My most recent book is The Everything Guide to Remote Work. I also love a good workplace drama. 

In addition to writing about work, I cover online education, focusing on learning for personal enrichment and skills development. I have a soft spot for really good language-learning software. Although I grew up speaking only English, some twists and turns in life led me to learn Spanish, Romanian, and a bit of American Sign Language. I've studied at the university level, as well as at the Foreign Service Institute, where US diplomats and ambassadors learn languages.

My writing has also appeared in WIRED, the BBC, Gloria, Refinery29, and Popular Science, among other publications.

Follow me on Mastodon.

The Technology I Use

Squeezing every last bit of usage out of the devices I already own is the only way I can tolerate my personal consumption. In other words, I do not own the latest cutting-edge technology. I buy things that will last and try to take care of them.

My life is organized by Todoist, and my notes live in Joplin. Where would I be without Dashlane as my password manager? Probably locked out of all my many online accounts—I have more than 1,000 of them.

When I share my contact information, it's an excruciatingly long list of phone numbers, messaging apps, and email addresses, because it's essential to stay flexible while also remaining somewhat mysterious.

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