I am all about efficiency for myself and clients. If you use Outlook for email and you have standard emails you use to communicate or follow-up regularly, and this is NOT for your email list, save some time and create a template. If you are sending more than 2 of the same email for a process, introduction or whatever, why copy and paste each time?
In support of a client with a marketing campaign who wanted to utilize a standard email to send out to potential clients, I am utilizing a template to save me time and her money.
Whatever the reason, building a standard email template is quick, easy and yields efficiency. Set it up once, and use the same email template over and over.
- Determine the specific information that you want on the email. Don’t worry about formatting, just write.
- Start the email…open Outlook and select the option of sending a message.
- Put the written information into the body of the email.
- Format the message…bold, italics, separate paragraphs, insert images…whatever you need for the email to look professional and appealing.
- Save As, Outlook Template, create a folder (for organization) and save.
So where is it?
- Go to Tools, Forms, choose form.
- You should see the folder you created
- If not, select the drop down arrow next to “look in“
- You should see your folder
- Select the subject of the email
- Your message is now ready to send, all you have to do is add the email address(s).
This should work in whatever version of Outlook that you have…A few steps may be different but it is still pretty generic. If you would like to see a video that Microsoft put together on these instructions – click here.
What do you think? If you need help, feel free to ask!