We often have emails that we need to send out repeatedly. “Thank You” emails when someone purchases a product and “Welcome” emails when onboarding a client are prime examples!
Setting up a template will simplify those emails and will result in time-savings for you! 👇🏻
- Open your Gmail and click on the gear icon ⚙️.
- Click on “See All Settings” in the drop-down menu, then click on the “Advanced” tab.
- Enable “Templates” and click “Save Changes” at the bottom.” 😺
- To create the template, click on “Compose” or “Reply,” then write ✍️ the email template. When you have it completed the way you want it ✔️, click on the 3 dots at the bottom of the email.
- Click “Template.”
- Click “Save draft as template,” then “Save as new template.” A new window will open where you will name your new template. Important step: Click “Save!” 👈
Now that you have saved your first template, let’s look at how to use it. ☝️
- Click “Compose” or “Reply,” then click the same three dots at the bottom, then select “Templates.”
- Choose the template you want to use. It will automatically fill in the email.🙌
- Add ➕ the recipient and make any changes you need to make.
- Click “Send.” DONE! 🎉
This is a much easier and more time-efficient way to submit emails that you send repeatedly!