Create Outlook Email Template With Drop Down List

To make an email template in outlook carry out these steps. The following illustration shows how a drop down list box looks when it is selected in design mode. Ideally you ll have your list items in an excel table.

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You ll save time and become more efficient at your email tasks.

Create outlook email template with drop down list. Add a drop down list with custom filed in outlook task window. Compose a new message in the usual way home tab new e mail. In the tasks view please click home new task to create a new task. Click to know how to add developer tab on ribbon in outlook 3.

By using saleshandy with outloo. Then change the properties of your combobox to include the options that you want. Switch to the file tab and click the save as button. In the opening task window please click developer design this form.

When your data is in a table then as you add or remove items from the list any drop downs you based. Select outlook template oft from the save as type drop down list and give your new template an. Then instead of creating the email from scratch start with a template and customize it to fit your email recipient. If you want a dropdown in outlook within the body of an email template simply create a combobox in microsoft word through the developer tab.

A drop down list should immediately appear soon after the subject line box is selected and this list should contain a saved array of jobid numbers to choose from. Insert a drop down list box. The procedure for inserting a drop down list box differs slightly depending on whether you are designing a new blank form template or basing the design of your form template on a database or other external data source. In a new worksheet type the entries you want to appear in your drop down list.

Copy the table containing the dropdown lists and paste into a new html email message. Why should you put your data in a table. Microsoft designed outlook software so that users can create customized versions of outlook forms. Once the sender is chosen in the to box of a new email the macro should be initiated by clicking on the subject line s box.

This includes adding needed fields or controls such as a drop down menu the ability to deliver customized forms to collect information is one of the most underutilized options of the software. Add or remove items from the list using the controls in the drop down list properties section of the dialogue box 7. To use your custom templates in outlook try saleshandy outlook integration saleshandy is a sales engagement tool having features like email tracking document tracking screen sharing templates and smtp settings. Instructions in this article apply to outlook 2019 2016 2013 2010 2007.

And outlook for office 365. Go ahead to. Lastly copy the entire combobox into a blank email message and save that as an oft template.