A whopping 86% of professionals list email as their preferred communication channel. The Radicati Group estimates that we sent 281+ billion personal and professional emails per day in 2018. With such high usage, inbox efficiency is becoming more and more crucial as time passes.
For many people, sending email is a main function of their job, and with that comes the need to send the same or similar email time and time again. That’s where email templates come into play. Since Gmail is the second-largest email client globally, let’s go through how to set up email templates in Gmail. It’s important to note that in Gmail, templates are referred to as canned responses, so keep that in mind when setting up templates for the first time.
Here’s what to do:
- Go to the top of your Gmail inbox, then click the settings gear icon. From the drop-down menu select ‘Settings’:
- Select ‘Advanced’ from the top menu, then locate ‘Canned Responses (Templates)’ and select ‘Enable’:
Remember to hit ‘Save Changes’ at the bottom of your screen before moving on to the next step.
- Since canned responses are now enabled, you can proceed to create a new email by clicking on the ‘Compose’ button located in the top left corner of your inbox:
- To create your first template, begin typing the desired email message you’d like to save and reuse. As soon as you’re finished, click the three dots in the email window to bring up the email options, select ‘Canned Responses’, and then ‘New canned response’:
- Next, a window will appear prompting you to name your canned response. Type in the desired canned response name and select ‘OK’. Don’t worry too much about the name – you can always change it later:
- The next time you’re ready to use a saved email template, click ‘Compose’ again to start a new email. From there, click the three dots in the email window to bring up the email options and select ‘Canned Responses’, then choose the desired template:
The templates you create aren’t static, so feel free to customize them each time. To do so, simply start editing the email template. Adjust the recipient name, body content, switch up greetings or salutations, and swap out any other vital information to make the email more personal.
Creating Templates With Right Inbox
You can also create more robust and feature-rich templates with the Gmail extension Right inbox. Here’s how.
Step 1. Make sure you have Right Inbox installed. You can do that here.
Step 2. Open up your Gmail compose window and select Template.
Step 3. Rename your template by clicking the Edit button.
Step 4. Add in your first template. If you have tried-and-trusted email templates already, then copy and paste them and drop them in. If you don’t have any templates don’t worry, we’ve already put some pre-made email templates together for you.
Step 5. Click Save.
Step 6. You now need to add more templates into Right Inbox. Return to the Gmail compose window and choose Templates again. You’ll now be able to click on Manage Templates.
Step 7. You can now return to Step 3 in this process and add your next template.
Using Your Email Templates in Right Inbox
Step 1. Open up the Gmail Compose window.
Step 2. Make sure you’ve decided which template you want to use as your default – don’t worry, this can always be changed in the future.
Step 3. To insert your default template into the email, simply click the Template button, and the template will be added to the body of the email.
Step 4. To choose one of your non-default email templates, you need to click the drop-down and select the template that you want – a check mark will appear alongside it.
Return to the Template button, click it, and the chosen template will be applied to the body of the email.
Using Templates and Email Tracking For Maximum Productivity
To take your email templates to the next level, you can use templates in conjunction with Right Inbox’s email tracking feature.
If you have a paid Right Inbox account, you will be able to gather valuable data from its email tracking, such as:
- When your emails are opened
- What time they were opened
- What devices your recipients opened them on
- The location of the email open and the connected IP address
- Any links that are clicked on within the body of the email
Using the two features together will enable you to make data-based decisions about which templates perform better and how to optimize them going forward.
Send from Gmail gives you a handy toolbar icon that enables you to open a compose window in Gmail when you click any email address on a webpage. It also provides a button that will create a Gmail message when clicked. It automatically uses the page title as the subject, and inserts the selected page text and link address as the message.
Canned responses in Gmail can be taken to another level with the Auto Text Expander add-on. It inserts text into any editable field in Gmail or your browser. Creating shortcuts like “office-hours@” can trigger a preset template or block of text to generate your office hours instantly. You can create shortcuts for alternate contact info, salutations, and more, to save you from having to type out the same information over and over again.
Discoverly takes you on a deep dive into the major social media platforms to tell you more about the sender. It will scour sites like LinkedIn, Twitter, Facebook, and even Gmail to give you greater context about the person sending you email.
As you can see, email templates are a huge help when you want to maximize your effectiveness and minimize the time you spend in your inbox. Setting them up is an easy step-by-step process, and once you do that, you can customize them on the fly and save precious time that can be better spent in more important areas. Lastly, don’t discount the countless tools available that can take your email productivity to new heights.