How to make emailing quicker

Find yourself writing the same email repeatedly to your customers or clients? Use "email templates" to make it all quicker and easier! You can change parts of the message such as the customer name before you press send.

Here I outline how to do it in outlook and in Gmail but most email providers will have an equivalent.

For outlook users:

  1. On the Home menu, c lick New E-mail. Keyboard shortcut     To create an email message, press CTRL+SHIFT+M.

  2. In the message body, enter the content that you want.

  3. In the message window, click File > Save As.

  4. In the Save As dialog box, in the Save as type list, click Outlook Template.

  5. In the File name box, type a name for your template, and then click Save.

By default templates are saved in the following location:

c:\users\username\appdata\roaming\microsoft\templates

To then use a template in outlook:

  1. Select New Items > More Items > Choose Form.

  2. In the Choose Form dialog box, in Look In, click User Templates in File System.

  3. The default templates folder is opened. The folder location (in Windows 7 and later operating systems) is c:\users\username\appdata\roaming\microsoft\templates. If your template is saved in a different folder, click Browse, and then select the template.

  4. Select the template, and then click Open.

  5. Make any additions or revisions to the recipients in the To, Cc, or Bcc boxes and any changes to the subject and message body.

For Gmail users:

First you need to Enable Gmail Templates

1. Click Settings (gear icon) at the top right of your inbox, then “See all settings.”

2. In your settings, click the “Advanced” tab.

3. Scroll down to the Templates section, and select “Enable.”


once you have enabled the feature:

1. Click “Compose.”

2. In the Compose window, write your message.

3. At the bottom right of the Compose window, click the three vertical dots (more options).

4. Select “Templates,” then click “Save draft as new Template,” and “Save as new template.”

5. Enter the name for your new template and click “Save.”

To then use the template:

1. Click “Compose.”

2. At the bottom right of the Compose window, click the three vertical dots (more options).

3. Click “Templates.”

4. Under “Insert Template,” select the template you want.


Conclusion?

Masses of time saved and consistency in your business for an improved client experience!

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