How to create and use Gmail templates to streamline your workflow

  • Gmail templates can be accessed within the three-dot menu in drafts.
  • However, you must first enable Gmail templates before you can use them.
  • You can also set up filters to automatically send templates in specific situations.

Emails were meant to help people communicate faster, but they can be time-consuming, especially if you tend to send the same type of emails often.

If you have Gmail, you can enable and create templates to help speed up those repetitive emails. You can also create filters to automatically submit templates when the filter requirements are met.

Here’s what you need to know to do this.

Important: Templates they only work on the desktop version of Gmail, not the mobile app.

How to enable Gmail templates

If you’ve never used templates before, you’ll need to enable the feature:

1. Sign in to Gmail in a web browser.

2. Click the gear-shaped settings icon, then select See all settings.

Select “See all settings” to see more options.

3. Click Advanced in the settings menu towards the top of the screen.

Go to the advanced section to find the templates option.

4. Under Templates, select Enable.

Enable templates to start using them.

5. Scroll to the bottom of the page and press Save Changes.

Save your changes to be able to use templates.

How to Create a Gmail Template

You can create up to 50 email templates using this method:

1. Create a new email by replying to an email thread or by clicking the plus sign + in the upper left corner of Gmail.

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2. Set up the email how you would like the template to appear.

3. Click the three-dot icon, located near the bottom-right corner of the eraser, and select Templates.

Go to the Templates section of the eraser menu to create one.

4. Hover over Save Draft As Template and click Save As New Template .

Save the email as a new template.

5. Add the name of your template and press Save.

Quick tip: To add an existing template to a draft, click the three-dot icon in the draft, and then select Templates. From there, click the name of the desired template under Insert Templates.

How to Edit or Overwrite a Gmail Template

You can make changes to an existing template:

1. Go to Gmail and click the Compose button to create a new email.

2. Insert the template you want to edit or overwrite and make the desired changes.

3. Click the three-dot icon in the lower right corner of the eraser window.

4. Select Templates, followed by Save draft as template, and then under Overwrite template, select the name of the template you want to update.

Overwrite the template if you want the changes you’ve made to be applied.

5. Press Save to confirm your choice.

Deleting a Gmail template

1. Sign in to Gmail and press Compose.

2. Click the three-dot icon in the eraser window.

3. Hover over Templates and then Delete Template and select the one you want to delete.

Select the template you want to delete.

4. Click Delete in the confirmation message to complete the action.

How to send Gmail templates automatically

1. Open Gmail.

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2. Click Show search options icon , located on the right side of the search box at the top of the screen.

Go to the advanced search menu.

3. Fill in your criteria based on how you want automated emails to work.

Add your criteria in the emerge.

4. Click Create Filter, located at the bottom of the pop-up window.

5. Check the box next to Send template and select the appropriate filter from the dropdown menu.

Check the “Send template” box to set up automatic emails that meet your criteria.

6. Press Create Filter.

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