Creating Outlook Email Templates

 

If you would like to create a template to use with the CRM email feature, you will need to create an email message in Outlook and then save it to a specific folder. The message will need to be a ‘sendable’ message in Outlook, it cannot be a received message. If you wish to create a template from a received message, you can use the Forward function in Outlook to convert it to a message that can be sent.

 

There are two special tags that you can add to an email template that will be filled in automatically when a message is created from it.

•<<RECIPNAME>> which will be replaced with the Recipient’s Name

•<<USERNAME>> which will be replaced with your BBS User Name

 

To create a template you will need to compose a message in Outlook. Fill in the subject, the message body and attach any files as required. Do not include recipients in the To box, and remove the signature (as your signature will be inserted automatically each time the template is used).

 

Still in Outlook, click File, then select Save As and save a copy of the message onto your desktop or another folder on your computer.

 

Open the CRM Templates Folder by clicking on the Settings button in the CRM and then 'Open CRM Templates Folder'. For more information see CRM Settings/Configuration Maintenance - Open CRM Templates Folder.

 

Copy and paste the saved Outlook message into the CRM templates folder

 

Your email template will look something like this;

 

The resulting message will display as follows;

 

Please refer Sending an email via the email button in the CRM for more information.