How to set up and use email templates in Gmail

If you, like me, find yourself writing the same email over and over again, or copying and pasting the same message multiple times, Gmail gives you an easier option. By creating and saving email templates, you can insert them the next time you compose a message and save yourself some time.

You can store up to 50 templates at a time, so it’s easy to create different templates for different situations. Here’s how.

Create an email template:

  • Click on the cog icon in the top right corner of your screen.
  • Select “See all settings.”
  • Open the “Advanced” tab.
  • Scroll down to “Templates” and select “Enable.”
Advanced settingsMake sure you’ve selected “Enable” under “Templates.”
  • Click “Save Changes” at the bottom of the menu.
  • This will take you back to your inbox. Click the “Compose” button.
  • Now, start drafting your template. When you’re ready to save it, click on the three dots toward the bottom right-hand corner of the window.
  • Select “Template” from the options.
  • Click “Save draft as template.”
  • Click “Save as new template.”
Template options After writing a message, you can save it as a template.
  • Type in a name for your template in the window that pops up. That name will appear as the subject line in your email. Click “Save.”
Enter a new template name windowName your template so you can easily retrieve it later.
  • If you want to make changes to a template, you have to overwrite it. Write a corrected email, and then after clicking “Save draft as template,” click the name of the template you’d like to change under “Overwrite Template.”
Template options in ComposeYou can overwrite a template if you want to edit or change it.
  • Click “Save” in the pop-up window.
Overwrite saved template windowConfirm the changes by clicking “Save” in the pop-up window.
  • To delete a template, click on “Delete template” under the “Templates” options. Click “Delete” in the pop-up window.
Template options in composeYou can delete templates using the template options in the compose view.

Use a saved template

  • Click “Compose” to start a new message.
  • Open “Templates.”
  • Choose the template.
Template options in composeInsert a saved template by going to the template options when you’re writing a new message.
  • That template will now appear as your new message and you can edit it before sending.
  • Click “Send” when you’re ready!

Send templates automatically

You can set up filters that automatically send out a specific template as a reply when certain emails come in. You do this by creating a filter that specifies which emails you want to address and then assigning a particular template to that. Here’s how:

  • Click the arrow pointing down in the right side of the search bar at the top of the screen.
  • Fill in the fields. For example, if you want this template to be automatically sent to emails from certain contacts, enter those contacts in the “From” box. If you want it sent to anyone whose email asked you to subscribe to something, put the word “subscribe” in the field “Has the words.”
  • Click “Create filter.”
Filter optionsUse the search bar to set a template to send out automatically.
  • Check the box next to “Send template.” Click “Choose template” and select the template you want to use from the drop-down menu.
Filter optionsYou can choose which template is automatically sent out.
  • Click “Create filter.”

source : http://www.theverge.com

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