Create Outlook Email Template With Drop Down List

Then change the properties of your combobox to include the options that you want. In the opening task window please click developer design this form. 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.

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Find answers to create outlook email msg file with text and dropdown lists from the expert community at experts exchange.

Create outlook email template with drop down list. However do not include the header cell. In the tasks view please click home new task to create a new task. To open an email template the way outlook expects you to you have to navigate to the home tab and then click new items more items choose form. Pick a default form from the standard form library.

Set the label for each template to assign a label to a template open the relevant template under the marketing marketing template heading open the appropriate tab and then make a selection from the relevant drop down list. Click forms in the tool menu. How to create a drop down field in outlook. See the following table for details about how to make this setting for various types of templates on a default instance.

Just include the cells that should appear in the drop down. Add a drop down list with custom filed in outlook task window. Lastly copy the entire combobox into a blank email message and save that as an oft template. In the choose form window you then have to change the look in drop down menu to user templates in file system finally you can then double click your template to open it.

To save a message as a template in outlook. Click to know how to add developer tab on ribbon in outlook 3. Go to the folder list and create a new folder for your. Enter a subject if you want to use one for your message template.

Hello dedri the dropdown lists were created in ms word and then copied into the email message. Select home new email or press ctrl n. If you already made a table with the drop down entries click in the source box and then click and drag the cells that contain those entries. Go ahead to.

By using saleshandy with outloo. On the settings tab in the allow box click list. 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. Create a new email message.

Pick a default form that will be the basis for the customized form that you create.