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Creating Yesware Templates in Outlook

Templates let you save reusable email content so you can send consistent, personalized messages faster. On Premium and Enterprise plans, templates can be shared across your entire team.

How to create a template​

  1. In the Outlook ribbon, click Open Templates.
  2. In the Yesware App, click New Template in the upper right.
  3. Type your message, then update the template name, subject, and style options.
  4. Click Save Template.

Merge fields​

Use merge fields to personalize templates for each recipient. In the template editor, click Insert Merge Field at the bottom to add placeholders.

Text Field — A free-form blank for custom text. If you use the same field name twice in one template, filling in one fills both.

Dropdown Field — A pick-list with up to 5 options you define when creating the template.

Salesforce Field (Enterprise only) — Pulls data automatically from the matching Contact or Lead record in Salesforce (e.g., name, company, job title). See How do dynamic templates work with Salesforce? for details.

When you add hyperlinks to a template, they are automatically set up as tracked links.

How to use a template​

  1. Open a new email and enter the recipient's address in the To field.
  2. Click Add Template and find the template you want.
  3. Click the template to fill in merge fields, or click Insert to insert it as-is (use Insert only for templates without merge fields).

Team template sharing​

Premium and Enterprise plans include a centralized Team Template library. To share a personal template with your team, select the template, click More in the bottom right corner, select Move, and choose the team folder. You can also manage templates at app.yesware.com/template_library/manage.