How do I create Message Templates?

You can make an Email Template in Gmail from an existing email or when you are composing a new email. You can create a Message Template from the email text, header, subject or image.

1. Go to Gmail and select the email you want to create a Message Template from.

2. Mark the text or image that you want to include in your Message Template and right-click it.

3. Click on New Message Template from…

4. A new Message Template will be created. Go to the Dashboard to edit the Message Template and insert Placeholders.

How do I create Message Templates in the Dashboard?

1. Open Gmail and in the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will pop up. Select Templates under Manage Features in the sidebar on the left.

3. In the upper right corner, click the plus sign to make a new Message Template (a). 
Name your template (b) and enter the Subject of your message. Click on the Editor icon (c)to open the rich text editor.

4. Enter your message body in the rich text editor. You can customize your formatting, colours; add links, images, tables, and placeholders.

Note: If you have enabled Link Tracking, links included in your message templates (including images) will automatically be tracked.

5. For team users: select the team you want to share this template with under Team Sharing. (More about Shared Message Templates)

6. Your Message Template will be saved automatically.

Message Templates created on your Dashboard are automatically synced to Mailbutler in your email client.

Learn how to insert Message Templates in your emails.

How do I manage my Message Templates?

1. Open Gmail and in the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will pop up. Select Templates under Manage Features in the sidebar on the left.

• The sharing status and owner of a shared template
• The number of times a template was used
• The open rate of a template (requires Open Tracking)
• The click-through rate
• The reply rate

Additionally, here you can make the following changes to your Message Templates:

• Duplicate the template
• Edit and make changes to the template, including revoke team access
• Delete your template (you cannot reverse this)

How to create an Email Template in Outlook?

How do I create Message Templates in the Dashboard?

1. Open Outlook and in the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will pop up. Select Templates under Manage Features in the sidebar on the left.

3. In the upper right corner, click the plus sign to make a new Message Template (a). 
Name your template (b) and enter the Subject of your message. Click on the Editor icon (c)to open the rich text editor.

4. Enter your message body in the rich text editor. You can customize your formatting, colours; add links, images, tables, and placeholders.

Note: If you have enabled Link Tracking, links included in your message templates (including images) will automatically be tracked.

5. For team users: select the team you want to share this template with under Team Sharing. (More about Shared Message Templates)

6. Your Message Template will be saved automatically.

Message Templates created on your Dashboard are automatically synced to Mailbutler in your email client.

Learn how to insert Message Templates in your emails.

How do I manage my Message Templates?

1. Open Outlook and in the Mailbutler sidebar click on the Account Settings (⚙) button, then Account & Preferences.

2. A new window will pop up. Select Templates under Manage Features in the sidebar on the left.

• The sharing status and owner of a shared template
• The number of times a template was used
• The open rate of a template (requires Open Tracking)
• The click-through rate
• The reply rate

Additionally, here you can make the following changes to your Message Templates:

• Duplicate the template
• Edit and make changes to the template, including revoke team access
• Delete your template (you cannot reverse this)

Share Message Templates with your team

Message Templates created in Mailbutler can be shared with members of your team.

Learn more about Shared Message Templates.

(What’s Mailbutler for Teams?)

For general information about Message Templates, check out our feature page.