How to save time with email templates



Do you ever find yourself re-writing the same email?

(eg. the same emails, but to different clients, contractors or suppliers?)

Templates can fix this with a single click!

Firstly, if you're using Outlook, you can follow the instructions here.

If you're using Gmail, (my personal favourite), you can follow the steps below:

It takes just 60 seconds and the best bit, its free!

Note: Some people don't realise, but Gmail does allow you to use your business domain(eg. you@yourbusinessname.co.nz) via G Suite

OK, let's get you set up! 

Step One: Turn on Gmail Templates (aka "Canned responses")

  1. In Gmail, click the Gear Icon,
  2.  then click Settings:
  3. Click the tab that says "Advanced."
  4. Enable Templates (aka Canned Responses)

Step Two: Create a new Email Template

  1. Start a new email by hitting "Compose."
  2. Type the email you want to save as a template.
  3. Click the small three dots on the bottom-right-hand corner of the compose window, hover over "Canned responses," then click "New canned response…"
  4. A new window will pop up where you can custom name the template (canned response).

Nice! You just saved your first template! 👍 ...You can now create as many as you need! 

Inserting your template into an email:

Start a new email by hitting "Compose."

Click the small three dots on the bottom-right-hand corner of the compose window, hover over "Canned responses," then click on your canned response name under the Insert section. 

Add your recipient and click send.

You're done!

I hope this helps speed things up for you!

Sam @ Homepacks
August 29, 2018

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