1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["6688"],{9459:function(e,t,a){a.r(t),a.d(t,{frontMatter:()=>i,default:()=>m,toc:()=>c,metadata:()=>l,assets:()=>o,contentTitle:()=>r});var l=JSON.parse('{"id":"templates/creating-templates/creating-yesware-templates-in-outlook","title":"Creating Yesware Templates in Outlook","description":"How to create, use, and share Yesware email templates in Outlook","source":"@site/docs/templates/creating-templates/creating-yesware-templates-in-outlook.mdx","sourceDirName":"templates/creating-templates","slug":"/templates/creating-templates/creating-yesware-templates-in-outlook","permalink":"/docs/templates/creating-templates/creating-yesware-templates-in-outlook","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"title":"Creating Yesware Templates in Outlook","description":"How to create, use, and share Yesware email templates in Outlook","sidebar_label":"Create in Outlook","sidebar_position":2},"sidebar":"tutorialSidebar","previous":{"title":"Create in Gmail","permalink":"/docs/templates/creating-templates/creating-yesware-templates-in-gmail"},"next":{"title":"Merge Fields","permalink":"/docs/templates/creating-templates/how-to-use-placeholders-merge-fields-in"}}'),s=a(5893),n=a(65);let i={title:"Creating Yesware Templates in Outlook",description:"How to create, use, and share Yesware email templates in Outlook",sidebar_label:"Create in Outlook",sidebar_position:2},r=void 0,o={},c=[{value:"How to create a template",id:"how-to-create-a-template",level:2},{value:"Merge fields",id:"merge-fields",level:2},{value:"How to use a template",id:"how-to-use-a-template",level:2},{value:"Team template sharing",id:"team-template-sharing",level:2}];function d(e){let t={a:"a",code:"code",em:"em",h2:"h2",li:"li",ol:"ol",p:"p",strong:"strong",...(0,n.a)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.p,{children:"Templates let you save reusable email content so you can send consistent, personalized messages faster. On Premium and Enterprise plans, templates can be shared across your entire team."}),"\n",(0,s.jsx)(t.h2,{id:"how-to-create-a-template",children:"How to create a template"}),"\n",(0,s.jsxs)(t.ol,{children:["\n",(0,s.jsxs)(t.li,{children:["In the Outlook ribbon, click ",(0,s.jsx)(t.code,{children:"Open Templates"}),"."]}),"\n",(0,s.jsxs)(t.li,{children:["In the Yesware App, click ",(0,s.jsx)(t.code,{children:"New Template"})," in the upper right."]}),"\n",(0,s.jsx)(t.li,{children:"Type your message, then update the template name, subject, and style options."}),"\n",(0,s.jsxs)(t.li,{children:["Click ",(0,s.jsx)(t.code,{children:"Save Template"}),"."]}),"\n"]}),"\n",(0,s.jsx)(t.h2,{id:"merge-fields",children:"Merge fields"}),"\n",(0,s.jsxs)(t.p,{children:["Use merge fields to personalize templates for each recipient. In the template editor, click ",(0,s.jsx)(t.code,{children:"Insert Merge Field"})," at the bottom to add placeholders."]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.code,{children:"Text Field"}),": A free-form blank for custom text. If you use the same field name twice in one template, filling in one fills both."]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.code,{children:"Dropdown Field"}),": A pick-list with up to 5 options you define when creating the template."]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.code,{children:"Salesforce Field"})," ",(0,s.jsx)(t.em,{children:"(Enterprise only)"}),": Pulls data automatically from the matching Contact or Lead record in Salesforce (e.g., name, company, job title). See ",(0,s.jsx)(t.a,{href:"../../settings/salesforce/sync/how-do-dynamic-templates-work-with-salesforce",children:"How do dynamic templates work with Salesforce?"})," for details."]}),"\n",(0,s.jsx)(t.p,{children:"When you add hyperlinks to a template, they are automatically set up as tracked links."}),"\n",(0,s.jsx)(t.h2,{id:"how-to-use-a-template",children:"How to use a template"}),"\n",(0,s.jsxs)(t.ol,{children:["\n",(0,s.jsxs)(t.li,{children:["Open a new email and enter the recipient's address in the ",(0,s.jsx)(t.strong,{children:"To"})," field."]}),"\n",(0,s.jsxs)(t.li,{children:["Click ",(0,s.jsx)(t.code,{children:"Add Template"})," and find the template you want."]}),"\n",(0,s.jsxs)(t.li,{children:["Click the template to fill in merge fields, or click ",(0,s.jsx)(t.code,{children:"Insert"})," to insert it as-is (use Insert only for templates without merge fields)."]}),"\n"]}),"\n",(0,s.jsx)(t.h2,{id:"team-template-sharing",children:"Team template sharing"}),"\n",(0,s.jsxs)(t.p,{children:["Premium and Enterprise plans include a centralized Team Template library. 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