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Create a Template

You can create templates in Gmail or Outlook — from a compose window, an existing email thread, or directly in the Yesware template library. Templates support text formatting, images, HTML, tracked links, and attachments.

Create a template in Gmail​

You can create a template four ways:

From the Templates library

  1. Click the Templates menu at the top of Gmail.
  2. Click New Template in the upper right.
  3. Write your message and set the name, subject, and style options.
  4. Click Save Template.

From the compose window

  1. Write your email.
  2. Click the Templates button at the bottom of the compose window.
  3. Select Save as Template.

From a sent or received email

  1. Open the email you want to reuse.
  2. Click Save as Template at the top of the email.
  3. Remove any recipient-specific content, then save.

See Create in Gmail for the full walkthrough.

Create a template in Outlook​

  1. In the Outlook ribbon, click Open Templates.
  2. Click New Template in the upper right.
  3. Write your message and set the name, subject, and style options.
  4. Click Save Template.

See Create in Outlook for the full walkthrough including how to insert and use templates.

Merge fields​

Merge fields let you personalize templates for each recipient. Yesware supports three types:

TypeWhat it does
Text FieldA free-form blank you fill in at send time
Dropdown FieldA pick-list with up to 5 options you define
Salesforce Field (Enterprise only)Auto-fills from the matching Contact or Lead record

See Merge Fields for step-by-step setup.

Common questions​

How do I save an email I've already sent as a template?

Open the sent email, click Save as Template at the top of the email, remove any recipient-specific content, and save. You can also do this from the compose window — write your email, click the Templates button at the bottom, then select Save as Template.

How do I edit or delete a template?

Edit: Click the Templates menu, find the template, click it, then click Edit at the bottom. Make your changes and click Save Template. After editing, click the refresh button in the Templates modal to see the updated version right away.

Delete: Click the Templates menu, click the template, then click More → Delete Template.

Team Leaders can also edit and delete team templates and folders.