How to create a template in Gmail: Complete Guide

Why should you use Gmail templates?

Email templates allow you to respond quickly to recurring situations. Examples:

Customer support: Quick responses to common questions increase customer satisfaction.
Recruitment: Standardized invitations for interviews or document requests.
Business offers: Quick responses to customer inquiries with personalization options.
Meeting summaries: Sending important points from meetings to all attendees.

Templates not only simplify your work, but also the organization within your entire team.

 

How to create a template in Gmail

Before you start, you need to enable templates in Gmail. Follow these steps:

1. Click the gear in the top-right corner of Gmail and select Show all settings.

 

 

 

2. Go to the Advanced Settings tab

3. For Templates, click Enable.

4. Now you can start creating templates:

Open a new email by clicking the Compose button.
Write the content of your template.
Click on the three dots in the bottom right corner of the window.
Find the Templates option and select Save draft as template.
Click Save as new template and name it.

 

Your template is now ready to use.

 

How to send emails using templates

Using the created template is easy:

1. Click Compose to open a new email.
2. Click on the three dots in the bottom right corner again.
3. Select Templates and click on the desired template.
4. The content of the template is automatically loaded into the email. You can edit it before sending.

 

Automatically send templates using filters

To automatically send templates, you can set up filters in Gmail:

1. Click Settings and select Filters and blocked addresses.
2. Click Create a new filter.
3. Set criteria such as keywords or email addresses.
4. Click Create filter and check Send template.
5. Select the desired template.

Gmail will now automatically send a template if an email arrives that meets your criteria.

 

Managing templates

• Delete template: go to three dots > Templates > Delete template.
• Overwrite the template: Write a new version, then save it with the same name.
  
  

Conclusion

Using templates in Gmail saves you time and improves organisation. Whether you're an individual or a business, templates can help you improve efficiency and unify your communications. Start using them today and take your email to the next level! 

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