Published
October 21, 2023

Let Us Show You How To Save Time With Email Templates.

We create all kinds of templates for our clients. Just think of the benefits. If you create templates and the templates are used by everyone on your team, then everybody saves time, and everybody’s work/matters have the same structure; regardless of how they feel that day.

Start with creating email templates.

Email templates are great for sending messages that include information that doesn’t change from message to message. Simply compose a message and save it as a template, then reuse it anytime you need it. You can also add new information if needed.

Here are a few examples for when you might benefit from an email template:

~ To contact a potential client
~ To ask for more information from a client.
~ As an offer for services.
~ As part of a trial document.

HOW TO CREATE AN EMAIL TEMPLATE:

On the Home menu, click New E-mail (keyboard shortcut to create an email message, press CTRL+SHIFT+M).

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

In the message window, click File > Save As.

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

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

HOW TO SEND AN EMAIL TEMPLATE:

Select New Items > More Items > Choose Form.

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

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.

Select the template, and then click Open.

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

Note: Changes made aren’t saved to the template. If you use the Save command, this creates a draft of your message, but won’t update the template. To update the template, follow the steps for saving a new template in Create an email message template.

Click Send.

Getting in the habit of creating email templates will not only save you time and money; it will help you create the consistency needed for a strong brand.

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