How To Create Email Templates in Outlook | My Templates & Quick Parts

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  • เผยแพร่เมื่อ 30 ก.ย. 2024

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  • @LeilaGharani
    @LeilaGharani  8 หลายเดือนก่อน +1

    Stay ahead with our Weekly Newsletter. Get the latest insights and updates straight to your inbox 👉 link.xelplus.com/yt-c-newsletter

  • @tedcalouri2694
    @tedcalouri2694 8 หลายเดือนก่อน +6

    Can you update for how Outlook looks now? The Outlook UI is even more of a busy trainwreck now and I don't see the icons you refer to.

  • @donnaassenza3025
    @donnaassenza3025 3 ปีที่แล้ว +40

    I too have been using signatures as templates which has helped me immensely. I love that you expand my knowledge of now not only excel but outlook. Thank you

  • @mutantninjaturtless
    @mutantninjaturtless 3 ปีที่แล้ว +111

    This whole time I have been saving templates as signatures. Thank you for another informative video!

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +11

      That's so creative!

    • @tsuk1210
      @tsuk1210 3 ปีที่แล้ว +2

      Same here 😅

    • @timon5851
      @timon5851 3 ปีที่แล้ว +4

      Doing this as well, seems to be the better option tbh

    • @kimfucku8074
      @kimfucku8074 3 ปีที่แล้ว +1

      That's SMAAAAAAAARRRRTTTTTT!

    • @Bosbulls
      @Bosbulls 3 ปีที่แล้ว

      Me too.

  • @LotusNotesGuru
    @LotusNotesGuru 3 ปีที่แล้ว +26

    32KB limit for all templates combined. Lol! That's hilarious!

  • @dbj1818
    @dbj1818 3 ปีที่แล้ว +13

    You’re so good, my Executive Assistant career took off since I started learning from you. Thank you friend.

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +2

      That is awesome, Dewayne!

  • @akyuvar8121
    @akyuvar8121 3 ปีที่แล้ว +9

    Like before watching. If Leila is telling a feature, can’t be bad.

  • @TylerStanczak
    @TylerStanczak 3 ปีที่แล้ว +11

    This is such a great way to save time. Thanks for this Leila :)

  • @robertconrad7269
    @robertconrad7269 3 ปีที่แล้ว +23

    That was excellent! Yours has become my favorite channel when it comes to learning new things. The videos are high quality, informative, easy to follow and you are a fine and pleasant instructor.

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +2

      Wow, thanks! I'm glad you enjoy the videos Robert.

  • @mangeshdhore
    @mangeshdhore 3 ปีที่แล้ว +5

    Hi Leila, Can we save the list of email recipients as well in the quick part option ?

  • @sarasagharhosaini2904
    @sarasagharhosaini2904 2 ปีที่แล้ว +1

    Is there anyway to have the template also include the email subject line and attachments?

  • @tedtaormina1867
    @tedtaormina1867 3 ปีที่แล้ว +46

    Another Gem. Everything I have viewed by Leila is clear, concise and well delivered. Wish I had discovered her content sooner, especially Excel.

  • @Asdos.
    @Asdos. 3 ปีที่แล้ว +4

    I have about 10 templates saved as signatures. It actually works really well. Is their a good reason to start using parts?

  • @HeroTimeManufacturing
    @HeroTimeManufacturing 3 ปีที่แล้ว +3

    Thanks for the video.
    Can you also include outlook on the web in your videos. Do they have the same features.

  • @kazuakitsoi
    @kazuakitsoi 3 ปีที่แล้ว +5

    Is it possible to add variable in template? Like date/time/name etc.

    • @markevinlagsac3252
      @markevinlagsac3252 3 ปีที่แล้ว

      up

    • @timon5851
      @timon5851 3 ปีที่แล้ว

      check out serial prints
      support.microsoft.co m/de-de/office/verwenden-des-seriendrucks-zum-senden-von-massen-e-mails-0f123521-20ce-4aa8-8b62-ac211dedefa4

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว

      I don't think it works with My Templates. But with Quick Parts you can get date/time if you insert it from the group Text on the Insert tab.

    • @zhin13
      @zhin13 3 ปีที่แล้ว

      I need this for the daily report I send out but have to change a few details every time.

  • @Becoming0ne
    @Becoming0ne 2 ปีที่แล้ว +1

    Could you please do a video in sending bulk emails please (emails to a large group of people that is addressed with their individual names).

  • @lilitime.
    @lilitime. 2 ปีที่แล้ว +1

    Recently found this channel and I have already used many of the tips! Does anyone know if it is possible to add a PDF attachment in My Templates or Quick Parts? Many thanks!

  • @jgales2987
    @jgales2987 2 ปีที่แล้ว +1

    What should I do if the sample templates won’t load and I receive the add-in error message a problem occurred while trying to reach this add-in please?

  • @abood-po1lc
    @abood-po1lc 3 ปีที่แล้ว +14

    The only channel where you see ads and don't skip

  • @lizakowska
    @lizakowska 3 ปีที่แล้ว +4

    I am so glad I have found your tutorials! Such a time saver! I LOVE your tips and shortcuts 👍👍👍👍 THANK YOU SO MUCH

  • @Mr_Phaedron
    @Mr_Phaedron 3 ปีที่แล้ว +3

    I guess I'm in the minority. I've never found a use for these, if I'm at the point of sending similar emails, these usually go to the same group or people.
    I send weekly update emails to a large group of people, in typical Microsoft fashion, this templates feature is pretty wishy washy. Why can't I have a proper email template? Which saves all content, subject line, addressees etc? Yes there are ways you can make you're own template, but it's hardly beginner friendly.
    Also, 32kb limit in total? What year is this Microsoft?

    • @yogibearstie
      @yogibearstie 3 ปีที่แล้ว

      Search on OUTLOOK save as Template. There is a third way and I can’t wait to see how Leila teaches the most efficient way to organize it. You can bring up entire complex emails that way.

    • @markfoster6566
      @markfoster6566 3 ปีที่แล้ว

      I have found that Quicksteps work for me with this scenario. I have standard emails I reply with the same wording. No good if wanting to have an image or table included, but fine otherwise.

  • @yogibearstie
    @yogibearstie 3 ปีที่แล้ว +4

    Gold. Your adding information such as the 32kb limit might really help us understand Outlook refusing to be more organized. Adding to quick access toolbar is the efficiencies I love.

  • @laurenavictoria3018
    @laurenavictoria3018 ปีที่แล้ว +2

    Hi Leila - I love your detailed explanations. I am a hands on show me learner. So thank you so much!
    How can you customize dating by date or month in a template? I need the dating in a subject line or body to show from the month before. Also the amount of days (1 business day or net business day)

  • @JesusFan
    @JesusFan 2 ปีที่แล้ว

    The high quality excess saliva sound ruins this video for me D:

  • @jenglish1986
    @jenglish1986 ปีที่แล้ว +1

    Ok why didn't I find your vid an hour ago? LOL - I subscribed your the bomb!!

  • @andrew.schaeffer4032
    @andrew.schaeffer4032 2 ปีที่แล้ว +1

    Hey great video. I tried following these steps for a client, but could find templates anywhere. After asking around, the reason was that the templates option wasn't selected (office 365 in the browser). Here's the trick that enables templates so people can use your video:
    Enable templates first.
    Settings (the cog top right of screen) -> View all outlook settings -> customize actions tab -> make sure "my templates" is selected -> click save - Now you can follow this youtuber

  • @EbenezerEbokye
    @EbenezerEbokye ปีที่แล้ว +2

    Leila, I have never regret subscribing to your channel. This is very educative and helps in productivity. You would not have to be thinking on composing same mail you have sent before. I love this

  • @__-pl3jg
    @__-pl3jg ปีที่แล้ว +1

    This seems way more complicated than it needs to be. Seems like users should be able to compile a new email. Then, click a button somewhere that says, "save as template," which pops up a manager box, allowing the user to categorize the template.

  • @charlesqi4850
    @charlesqi4850 3 ปีที่แล้ว +1

    I wonder if there is a way to add specific recipients in the templates? I need to send a same email to several same clients on a daily basis, all I need to do is to change the date and the attachment.

  • @macario2711
    @macario2711 3 ปีที่แล้ว +2

    I use signatures for my templates. Works well too!

  • @nbjamspice
    @nbjamspice 3 ปีที่แล้ว +2

    Totally awesome. I'm always searching for old emails to copy replies for the same subject to different users. That ends today. Leila, thank you for this tutorial.

  • @dixitsantosh2
    @dixitsantosh2 3 ปีที่แล้ว +2

    I was using auto correct features before watching it!😂

  • @ChristianrnstrupRasmussen
    @ChristianrnstrupRasmussen 3 ปีที่แล้ว +1

    I save time by adding my text as a signature. I think templates is an example of doing things too complicated.

  • @marjovdn
    @marjovdn 2 ปีที่แล้ว +1

    Another alternative to templates is to use a signature with the predefined text.

  • @janren4652
    @janren4652 3 ปีที่แล้ว +1

    May I please if Gmail can do the same thing? Thank you in advance

  • @mrCetus
    @mrCetus 2 ปีที่แล้ว

    I too have been using signatures as templates which has helped me immensely. I love that you expand my knowledge of now not only excel but outlook. Thank you

  • @RdRP
    @RdRP 3 ปีที่แล้ว +4

    Thank you for these tips, Leila. I didn't know both tools. I used to take advantage of the auto-correction so the Outlook automatically replaces a word or set of letters and symbols in to a complete message. It also supports rich text, tables, etcétera, just like the quick parts.

  • @douglasmyers3234
    @douglasmyers3234 2 ปีที่แล้ว +1

    I am a little confused between creating stationary vs templates. I want to create an email I can use over and over. It will be addressed to same person, same subject, same content, same signature, etc. Only difference will be attaching a different file each week (weekly status file sent to manager). Thank you for any input.

    • @kevinmahernz
      @kevinmahernz 2 ปีที่แล้ว

      Easy. Copy one of your existing emails to a new one, pit everything you need into it email address it's to be sent to, subject, whatever the body of the email needs, etc and leave spaces for whatever it is that might need to be changed, if anything, then save that draft email to your computer. Assuming you're using Windows here - right click on the file, choose properties then tick the Read only box. Now whenever you need to send that email, open it from windows explorer by double clicking on it, make any changes as necessary (add files to it or whatever) then click send...

  • @yogibearstie
    @yogibearstie 3 ปีที่แล้ว +1

    Another way to save a complex email needed a lot is to create it, FILE, SAVE AS, template. Then the best way I have seen is to go back like you will save it again, find the template name and drag it to and drop it on the Outlook icon. Now you can right click the Outlook icon and you will see it pinned.

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว

      Thanks for sharing!

    • @djfmate
      @djfmate 3 ปีที่แล้ว

      Yes! This is exactly what I have done at work too! However, it seems there is a limit of only 8 saved outlook templates you can pin to the taskbar in Office 365.

  • @anab333
    @anab333 3 ปีที่แล้ว +2

    Great learnings. thank you. I have been saving templates in MS One Note. I didn't' think about saving them as signatures. will give these a try. I hope you continue adding more Outlook tips, for those of us who work almost all the time within Outlook is extremely useful. especially tips to add efficiencies and organization.

  • @ilvdp4ever
    @ilvdp4ever 3 ปีที่แล้ว +2

    This is useful! Thank you and hope you can do more videos on outlook in the future 😊

  • @DenverGamer
    @DenverGamer 3 ปีที่แล้ว

    If you use Autogate when processing your sound, it will not pick up all of your mouth noises...ewwwwww

  • @AyanMullick
    @AyanMullick 3 ปีที่แล้ว +1

    Is there a variable that captures the sender’s name so one could automate the greeting too?

  • @gracemark5995
    @gracemark5995 3 ปีที่แล้ว +2

    wow this is amazing leila . you put a lot of effort in this wonderlful tutorial👍👍

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +1

      Thank you so much 😃

  • @userunknozn
    @userunknozn 3 ปีที่แล้ว

    What's the difference between POP, IMAP and STMP accounts? And Exchange? Is Exchange STMP?

  • @shaikabdullah4516
    @shaikabdullah4516 3 ปีที่แล้ว +1

    unable to find the template options in my outlook.

  • @DKs_youniverse
    @DKs_youniverse 2 ปีที่แล้ว +1

    Dear Leila, Thank you so much for this video. This was very helpful for me. It saved a lot of my time. God bless you. :)

  • @felipeclemente
    @felipeclemente 3 ปีที่แล้ว +1

    Very nice tip. Would be nice to see more outlook tips on your channel. Thanks for sharing.

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +1

      Thanks, will do Felipe!

  • @h2okapi
    @h2okapi 3 ปีที่แล้ว +3

    Your videos are always a good source of knowledge. This one is no exception, it was time to go past the signature as many others and I do. Thanks for the insight!

  • @Azizdesign_
    @Azizdesign_ 2 ปีที่แล้ว

    but what if you want to save who you're sending to + cc'd ppl as part of the template too?

  • @chh8860
    @chh8860 3 ปีที่แล้ว +1

    Thursday mornings (5:18AM) w/Leila … a 'must-watch' date … hot black coffee (no cake … but I did sneak in a freshly baked chocolate chip cookie)
    Interesting topic … totally unaware of its availability … found it easily with Leila's directions and it performed just as she mentioned … do not have an immediate need but can easily see its potential … good to know.
    Thank you … thank you … thank you.

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว

      hmmm I'd love to have a freshly baked chocolate chip cookie 🙄. Just coffee now for me.

    • @chh8860
      @chh8860 3 ปีที่แล้ว

      @@LeilaGharani hmmm ... by the time I could get it to you it would no longer be freshly baked ... 😞.

  • @kevinmahernz
    @kevinmahernz 2 ปีที่แล้ว +1

    Thanks, didn't know about Quick Parts. Currently I've got some commonly used blocks of text saved and accessible via the clipboard (Windows -V key combo), but the way you've shown here is far better!
    If the 32kb limit is an issue, or you've got emails that only have small things changed here and there such as who it's sent to, date/time/amount in the subject or body, you may find this useful: Copy one of your existing emails to a new one, put everything you need into it (email address it's to be sent to, subject, whatever the body of the email needs, etc) and leave spaces for whatever it is that might need to be changed, if anything, then save that draft email to your computer. Assuming you're using Windows here - right click on the file, choose properties then tick the Read only box. Now whenever you need to send that email, open it from windows explorer by double clicking on it, make any changes as necessary (add files to it or whatever) then click send...

  • @anthonylenzo1769
    @anthonylenzo1769 6 หลายเดือนก่อน

    Hi Leila I can't seem to find "My Templates" Add-In in my version of Outlook. I am using Microsoft 365 Apps for Enterprise

  • @Kannan_RL
    @Kannan_RL ปีที่แล้ว

    Your video very super. May I know Excel tutorials course available in linkedin? If available Share the course name.

  • @marcodukakis144
    @marcodukakis144 8 หลายเดือนก่อน

    Hi Leila. Thanks for the video. In my case, hitting F3 did open saved template. Can you, please, tell me which key i need to press? I use ASUS and Dell, not Mac. Thanks!

  • @bakinpeach
    @bakinpeach 11 วันที่ผ่านมา

    I'd like to create a restricted template that the body cannot be changed, but boxes can be checked and a couple of fields can be filled in similar to Word. Do you have a tutorial like this? Thanks.

  • @opinionator3884
    @opinionator3884 3 ปีที่แล้ว

    Will this work in Outlook on a Mac? Using Office365. Thanks.

  • @mohammedmasood3046
    @mohammedmasood3046 3 ปีที่แล้ว +1

    I got this on right time!
    Thanks Leila
    I have to reply/provide update every hour.
    This feature will help me a lot.
    Great job!

  • @apraghavendra
    @apraghavendra ปีที่แล้ว

    Hello Leila... I want to make my email dynamic for Date / period fields... Like Now, am sending mail for period "October 2022" and i need to use succeeding month "November 2022" in text of email. How can this be achieved dynamically , when i want to use my template for this and on the day i use this template, i want periods be changed as per respective months. Will you be able to share your expertise here

  • @PaulWelsh
    @PaulWelsh ปีที่แล้ว

    Hey folks, any idea how I use .oft file templates in Outlook on the web? I already have multiple email templates saved, but can only use them in the desktop app. My Templates appears to be the only option within Outlook web version
    I don't understand why Microsoft keeps bringing out updates that match existing features. My templates is a limited version of an existing feature. For example, why can't I add a subject line to My Template?

  • @DeepakKumar-cd8ny
    @DeepakKumar-cd8ny ปีที่แล้ว

    3 I can't wait to get back to work and implement quickparts, I have been saving signatures as templates, quick parts will be fewer steps.

  • @jdyoder
    @jdyoder ปีที่แล้ว

    The "View Templates" in the Ribbon has disappeared. How do I get it back?

  • @buffpanda527
    @buffpanda527 ปีที่แล้ว

    I couldn't get this to work at my job, unsure if blocked by company. Just added custom signature to the list for our basic template that was needed.

  • @mademc3839
    @mademc3839 6 หลายเดือนก่อน

    I have a question, this tip was so useful but i realized that only can add from quickparts when I open the email in the other window , replay from my own outlook the 'insert' option disappeared , or Am I doing something wrong?

  • @SomeYouTubeGuy
    @SomeYouTubeGuy 3 ปีที่แล้ว

    Seriously? This topic had so much promise and you start with "Here's an add in" Templates are built into Outlook. I've been using them for years. I'm not saying the add ins aren't good but come on, use what they baked in before looking elsewhere.

  • @melissacarty2643
    @melissacarty2643 2 ปีที่แล้ว

    The video started to play but stopped after the first commercial for VRBO.

  • @disneydame7850
    @disneydame7850 2 ปีที่แล้ว

    Help! When im using quickparts and i need to reply to a customer the “insert” feature disappears but when i hit new email im able to use quickparts… what should i do?….thanks

  • @muskanmangosemiconductors3186
    @muskanmangosemiconductors3186 ปีที่แล้ว

    Hy i am also using this
    ... but now after saving some mail they automatically remove from quick parts i don't know why can you help me how to save permanently mail in quick parts

  • @samuelpierre1574
    @samuelpierre1574 ปีที่แล้ว

    is there a way to switch from the new template to this template when you receive emails? PLEASE HELP

  • @pauljamieson803
    @pauljamieson803 9 หลายเดือนก่อน

    Is there a way to also include the Subject line info? I was hoping that the template name would\could be used .. but no :(

  • @relighg
    @relighg ปีที่แล้ว

    I have a question. What IF I do a template for email blast and in that template, you put in a link to go towards a Paypal account. is that possible?

  • @eulerpereda1172
    @eulerpereda1172 ปีที่แล้ว

    What are some of the best extensions for outlook. I am looking for something like inbox pro or mail butler but free. [ email tracking, templates, smart reply, and something like chat gpt or bard to help me write emails when needed. Thank you.

  • @mickeyromeo
    @mickeyromeo 2 ปีที่แล้ว +1

    strange face

  • @mtjoleolkaelle
    @mtjoleolkaelle 2 ปีที่แล้ว

    So Quick parts is not available on the website version of the outlook! .???

  • @itguy5192
    @itguy5192 3 ปีที่แล้ว

    Dear Sir, Let say you asking for some update on activity performed by an team in mail is way too far down in mail trail (lets, three months before in January ), and now in April you are asking for an update on that activity in same mail, and but mail is too long and context of message body you need to point out in reply is way down which will require so much scrolling down, so instead of that scrolling way too down, can I create link in reply mail, which once click can directly take receiver to required context of message body? Thanks.

  • @toma1610
    @toma1610 2 ปีที่แล้ว

    When I use a template, the sent message is kept in the sent folder only 1 or 2 seconds then disappears! I can‘t fund the sent message NOWHERE, so I am not sure even if it had the proper recipient and the proper message. If in the last minute I decide that I want to send a copy of it, I can‘t. I have to go to the template again. Also, in settings preferences I SET “Keep the sent message in the server”. It happens only when using templates, why. Thx a lot.

  • @LtFoodstamp
    @LtFoodstamp 2 ปีที่แล้ว

    32 kb?! What fucking century do we live in?

  • @arod246
    @arod246 ปีที่แล้ว

    What is the benefit of using shared email templates vs quick parts?

  • @chrism9037
    @chrism9037 3 ปีที่แล้ว +2

    I never knew this, thanks Leila!

  • @mehmd1913
    @mehmd1913 3 ปีที่แล้ว

    This is very useful yet very cumbersome. MS needs to do a better job with this. I’d love to be able to make custom marketing emails. This isn’t the best way to do it.

  • @mhc_isme
    @mhc_isme 3 ปีที่แล้ว

    I have my templates added but it's nowhere to be found on my ribbon in Outlook.

  • @gracechoi6919
    @gracechoi6919 2 ปีที่แล้ว

    What if there's a lot of people I'm sending the template to? Is there a way to Save the email addresses of "To" and "Cc"?

  • @gamesinperfection
    @gamesinperfection 2 ปีที่แล้ว

    outlook sucks once something happened you can never get into your e-mail agian no matter what

  • @lux3320
    @lux3320 2 ปีที่แล้ว

    my templates button dissapear.
    i dont have neither addons button
    any help?
    or alternative like my templates

  • @linux452
    @linux452 ปีที่แล้ว

    Hi, thank you for these tips. I have another task to resolve and i don't know how to do it. How can i make tamplates for every day emails with the recipients and subjects and without body text?

  • @vernonprevatt-usmc
    @vernonprevatt-usmc 3 ปีที่แล้ว +1

    Thanks for the Holiday Gift Leila! What a time saver 🙌.

  • @michaelthornton8432
    @michaelthornton8432 7 หลายเดือนก่อน

    how do I add a verification button to an email to my customer? I want to send an email for a scheduled job and I am looking for an approval from the customer with a yes or no button that will auto reply to the message I sent.

  • @eddyawesomes
    @eddyawesomes 2 ปีที่แล้ว

    This whole time i was saving templates with images on a word document..😭

  • @joeyboone3680
    @joeyboone3680 2 ปีที่แล้ว

    Leila, while I agree with templates this is definitely not how I do it. Go to options signatures and add whatever you need to say from there. Way more effective and faster.

  • @ARKANOVAC25
    @ARKANOVAC25 3 ปีที่แล้ว

    You have a very long fingers????
    WTF is that?

  • @virendrahardiya2797
    @virendrahardiya2797 ปีที่แล้ว

    Wow 😳 hi ms. I was searching the same to save my time from my job making me tired.

  • @RachelSanthosh
    @RachelSanthosh 2 ปีที่แล้ว

    I keep a draft and copy it each time, thus even To and Cc also will be saved

  • @datta40
    @datta40 2 ปีที่แล้ว

    How to create follow up email temple for bulk messaging?

  • @sarathsanil
    @sarathsanil ปีที่แล้ว

    is quick parts available in office 365?

  • @jametz66
    @jametz66 2 ปีที่แล้ว

    THanks! Why doesn't my F3 work?

  • @nylabrookes
    @nylabrookes 3 ปีที่แล้ว

    LoL I actually found this feature by accident!

  • @hakimpachlasa8789
    @hakimpachlasa8789 ปีที่แล้ว

    How can i attached files to the templates in quick parts.

  • @lensan4355
    @lensan4355 2 ปีที่แล้ว

    Can I use this for composing recurring emails?

  • @iviewthetube
    @iviewthetube ปีที่แล้ว

    Thanks, I had been inserting different signatures.

  • @merbac
    @merbac ปีที่แล้ว

    %APPDATA%\Microsoft\Templates