Tuesday, November 12, 2019

Setup and Use Templates in Gmail

There are many times we all find ourselves typing the same email over and over again. In the past, I had the email message (always the same) saved in a Google Document that I would copy and paste into an email and then send it out. That involved me finding the document, opening it up, copying the text, closing the document, and finally pasting the text into the body of the email. There is a much easier way to do this. Google calls it “Templates”, and it is AWESOME! Follow the steps below and make repeated emails easy!

Enabled Templates  in Gmail:
This step may already be enabled, depending on your domain or personal Gmail settings.

  1. Open Gmail and click on the Gear, then click “Settings”.

  1. Click on “Advanced” and then click on “Enable” in the  “Templates” section.

Save a Message as a Template in Gmail:
  1. Compose the message in an email that you want to be a “Template”. Important: delete your signature if you have one set up in Gmail so you won’t have 2 signature.

  1. Click the “Snowman” icon in the toolbar at the message's bottom and select “Template”.

  1.  Then select “Save draft as template”. And choose “Save as new template”.

  1. Name this email template.

  1. You can delete this email.

Use Template as Email Message:
  1. Click Compose to create a new email.

  1. Click the “Snowman” icon in the toolbar at the message's bottom and select “Template”. The popup to the left will show all the templates you created. Choose the one you want to use.

  1. This will populate in your email. Add recipients and send it away!

If you ever need to edit your temple, just insert it into an email, then save that email as the existing template. It will overwrite the previous one!

If you want these steps in a document click HERE!