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How Do You Create Email Templates?

screenshot of email template options to accompany an article about how to create email templates

Creating Email Templates: Save Time & Stay Consistent

Do you often find yourself sending the same type of email repeatedly and typing each one out individually? You might be responding to enquiries, sending meeting follow-ups, or confirming appointment and knowing how to create email templates could be a game-changer for you.

Why Create Email Templates?

  • They save time: No need to retype the same message each time.

  • They ensure consistency:  Especially important if you have a larger team.

  • They reduce errors: Fewer chances to forget important details.

  • They make you work smarter: Focus your energy on unique messages, not routine ones and speed up your response times.

How to Create an Email Template :

Most email platforms like Gmail, Outlook, and others offer template features. Here’s a basic guide:

  1. Write Your Email: Create the message as you want it to appear, leaving space for personal touches like names or dates.

  2. Save as Template:

    • Gmail: Click the three dots (More Options) in the compose window > Templates > Save draft as template.

    • Outlook: Compose your email > Click “File” > “Save As” > Choose “Outlook Template (*.oft)”.

  3. Use When Needed: Next time you’re writing a similar email, select your saved template, customise any details, and hit send!

Top Tip: Name your templates clearly (e.g. “New Client Welcome” or “Invoice Reminder”) so they’re easy to find.

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