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- How To Create Email Templates In Outlook
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- Create Outlook Email Template 2013
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Creating a responsive email template in Outlook or sending a responsive HTML email template in Outlook can be tricky: e mail addresses may not display properly or background images or HTML attributes or tags may not appear correctly. These are some of the other problems associated with rendering emails properly in Outlook.
To create a template in Microsoft Outlook, follow the steps below. Create a new mail message and type what you want to use as your template in this new message. Once you have finished typing the message, click the file menu, select Save or Save As and type the name of the file. For the Save as type option, select 'Outlook Template (.oft)'. Working with forms in Outlook is not particularly difficult. Outlook ships several predefined templates, and the basic idea is to customize those templates according to your needs. Create custom Outlook Forms. Here’s the process for inserting and editing Outlook user forms: Setup your Outlook Developer tab. Open an existing Outlook form. Click Home New Items More Items Choose Form to open the Choose Form dialog box. In the Choose Form dialog box, please (1) select User Templates in File System from the Look In drop down list, (2) click to highlight the specified email template, and then (3) Click the Open button. See screenshot. Outlook Templates: Create email and meeting templates in Office 365, 2019 and 2016 for PC and MAC. Last update: October 2019.
Note: This post content is applicable to Office 2019,2016, 2013, 2010; desktop and Office 365 versions; Windows 10, 8 and 7;
Post updated on: May 2020
Here’s a question from Deanne:
I work in the Retail industry. I use Outlook in order to manage my contact information. I am quite fond of Outlook as my contact manager, but clearly i need to be able to enhance the basic contact form capabilities. My requirement is to be able to add several fields that will allow me to store links to the the social media profiles of each of my contacts. Long story short, I guess i have a couple questions here: First, how to make the menu item buttons that will allow me to interact with Outlook forms and second: how to actually go ahead and create or modify my Contact form. Any hints are super appreciated. Thanks!
In this post, we’ll teach you how you can easily create custom fillable user forms in Microsoft Outlook. We’ll customize the Contact form as an example, however the process is fully applicable for emails, tasks, task requests, appointment invitations, journal entries and so forth.
OK. let’s get started.
Working with forms in Outlook is not particularly difficult. Outlook ships several predefined templates, and the basic idea is to customize those templates according to your needs.
Create custom Outlook Forms
Here’s the process for inserting and editing Outlook user forms:
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- Setup your Outlook Developer tab.
- Open an existing Outlook form.
- Modify the form to include your custom fields as needed.
- Save your custom user form.
- Thoroughly test your work.
- Share with other Outlook users in your workplace or group so they can use the useful form you just created :-).
Outlook Forms: A detailed example
Microsoft Outlook ships a nice collection of forms related to the main Outlook objects that you can select and jump-start your form development process. That’s very useful because we don’t want to re-invent the wheel. In this tutorial, we’ll just go ahead and extend the already existing Contacts form stored in your standard forms library.
Specifically, we’ll focus specifically you how to customize the Contacts form. For convenience, we’ll assume that you’ll want to manage the following social media information for your contact people:
- LinkedIn profile
- Twitter profile
- Facebook profile
- Facebook Group
Here’s how our custom Outlook userform will look like:
Step 0: Setting up the Developer tab
As noted by the reader above, before we get started with our custom Outlook forms, we need to enable the so-called Developer tab. This will allow us to access the Outlook capabilities we need in order to develop our own forms.
Here’s how to do it:
- First off, go ahead and open Microsoft Outlook.
- Now right click the Ribbon and select Customize Ribbon.
- Click on the Developer Check box and select OK.
- You’ll now notice the newly added Developer tab in your Ribbon.
Step 1: Open your existing form
- On your Outlook Ribbon, go ahead and hit the Developer menu.
- Now go ahead and hit Design a form.
- In the Look In box field ensure that Standard Forms library is selected.
- Select the Contact form.
- Hit Open.
- Now we’ll go ahead and modify the existing Contact form.
- You”ll notice that our form was opened in Design View.
- In the next step, we are going to add several new custom fields to hold our Contact Social Media information.
Step 2: Add custom Form fields
In this step, we’ll go ahead and create custom form fields (columns0 for the Social Media information.
- In your Ribbon Tools group, hit the Field Chooser button.
- This dialog will open up.At the bottom of the Field Chooser dialog, hit New.
- Create your first new Column, call it LinkedIn, choose Type = Text and Format = Text, as shown below.
- Now repeat the process above for the next 3 fields: Twitter, Facebook, Facebook Group.
- You’ll notice your new fields in the User defined fields in folder section as shown below:
Step 3: Add a custom Form page
In this step we’ll add a custom page to the Contact Form. In that page we’ll store the Social Media profile fields.
- Now go ahead and hit the (P.2) tab next to the General as shown below.
- Now from the Ribbon, hit the Page button and select Rename Page.
- Enter Social Media in the Page Name field and hit OK.
- Now drag the four fields from the Field Choose to your Social Media Page and position them as shown below:
- Note: In order to align your custom fields, just select them (ensure you hit the CTRL button as you select them all), then make a right click and hit Align, then select the alignment direction.
- As part of your form development you should check your work periodically. The best way to do that is by hitting the Run this Form button. This will show you how your work will look to the user.
Step 4: Save your Outlook form
![Outlook Outlook](https://zurb-dot-com-prod.s3.amazonaws.com/asset/1623/raw_2Fa0976a0c-8b92-41e5-a8b7-29a0cbdf9b7d_2Foutlook_email.jpg)
As you have seen before, your modified Contact form is still in Design Mode. If you want to start using it you should publish it to your Form library. According to your permissions, you might be able to make it available for your own usage or allow other colleague in your organization to use it as well.
- From your Ribbon, hit the Publish button.
- Select Publish Form As.
- Under Display Name type ContactFormSocial
- Hit Publish.
Advanced User Note: Your form will be saved as an .oft file in the AppData directory of your home directory:: AppDataRoamingMicrosoftTemplates. Ibm odbc drivers for mac.
Step 5: Try out your new form
We are almost there. Now it is time to go ahead and give our work a try.
- Open your Contacts tab in Outlook.
- Hit New Items.
- Hit Custom Forms.
- Select your ContactFormSocial entry.
- Hit the Social Media button in the Ribbon (you just added it in the previous step ;-))
- Voila’ – done!
How To Create Email Templates In Outlook
Step 6: Use your new contact form by default
If you are satisfied with the result of your work, you can set your new form as the default Contact form in Microsoft Outlook. Do this only after you have followed the entire tutorial, as this step is irrelevant otherwise.
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Proceed as following:
![How How](https://lwstatic-a.akamaihd.net/kb/wp-content/uploads/2016/02/addwexistingaccnt.png)
- Navigate to the Contact tab.
- Highlight your Contacts library folder (by default it is named Contacts).
- Right Click and select Properties.
- In the General tab, select your form name (in our case ContactFormSocial) in the When posting to the folder field.
- Hit OK.
Outlook meeting form templates
If you are looking for a more in-depth tutorial, make sure you visit this detailed example of an email and appointment template design for Outlook (applicable to both Windows and macOSX)
Where to find my Outlook templates?
A couple of readers had some trouble finding the storage location of their custom user forms for Outlook.
By default, the location is under your user account. In Windows 10 /8 or 7, it’s therefore going to probably be: C:users<your_user_name>AppDataRoamingMicrosoftTemplates.
-->Can I Create Email Templates In Outlook 2016 For Mac
You must base all custom forms in Microsoft Outlook on standard forms. Some of the default pages of these forms can be customized. If you do not want to use the functionality in a default form that Outlook provides, you can customize the form by hiding, adding, or replacing portions of pages or entire pages, or by replacing entire standard forms.
There are a few things to consider when you select the standard Outlook form for your custom form solution:
Create Outlook Email Template 2013
- Routing versus folder-based solutionsIf you plan to distribute the custom form by email, choose the standard mail message form. If you plan to post the custom form in a public folder, choose the standard post form.
- Built-in fields on the standard formSelect the form for the type of item that has fields best suited to the needs of your custom solution. Each type of Outlook item has a set of fields built into it. For example, to see all of the fields that are available in an email message, click All Mail Fields in the Field Chooser. For more information, see Using the Field Chooser.
- Extent of customizationWhen you select a standard form, consider the extent to which you want to customize the form. Most standard forms have more than one page on the form, but only the pages on the mail and post forms, and the General page on the contact form are customizable. To change many of the existing standard form pages, you can:
- Hide the existing page on the form, create a new page, and add fields or controls to that page.
- Use additive form regions to extend the user interface on the default form or to add an extra page to a standard form.
- Use replacement form regions to replace a default page or an entire standard form.
To design an Outlook form
- On the Developer tab, in the Custom Forms group, click Design a Form, and then select the standard form on which to base your custom form.
- Add the fields, controls, and code that you want to your new form. For more information, see Using Fields with Controls, Using Visual Basic with Outlook, and How to: Create a Form Region.
- Set form attributes for the custom form.
- Publish the form. (For more information, see How to: Publish a Form.)
Note
- To make the custom form available so that you or other users can create new items in a folder, you must publish the form to the folder. If you want the form to be available to other users, publish the form to a public folder so that it is available to users who have permissions to that folder. If you want the form to be available only to you, publish it in a personal folder.
- Form regions cannot be published to the server; you must deploy them by using an add-in. For more information, see Extending a Form Region with an Add-in.
How To Create Email Templates In Outlook 2016 For Mac Windows 10
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