How to create and use Gmail templates to streamline your workflow
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Devon Delfino
Oct 2, 2021, 04:04 IST
Creating email templates in Gmail can speed up your email process.
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Gmail templates can be accessed within the three-dot menu in drafts.
You have to first enable Gmail templates, however, before you can use them.
You can also set up filters to auto-send templates in specific situations.
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Emails were meant to help people communicate faster, but they can take up a lot of time, especially if you tend to send the same types of emails often.
If you have Gmail, you can enable and create templates to help speed up those repetitive emails. You can also create filters to auto-send templates when the filter requirements are met.
Here's what you need to know to get it done.
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Important: Templates only work on the desktop version of Gmail - not on the mobile app.
How to enable Gmail templates
If you've never used templates, you'll have to enable the feature:
2. Click the gear-shaped Settings icon, and then choose See all settings.
Select "See all settings" to see more options.
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3. Click Advanced in the settings menu toward the top of the screen.
Go into the advanced section to find the templates option.
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4. Under Templates, select Enable.
Enable templates to start using them.
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5. Scroll to the bottom of the page and hit Save Changes.
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Save your changes to be able to use templates.
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How to create a Gmail template
You can create up to 50 email templates using this method:
1. Create a new email by replying to an email thread or clicking the plus + sign toward the top-left corner of Gmail.
2. Set up the email as you would like the template to appear.
3. Click the three-dot icon, located near the bottom-right corner of the draft and select Templates.
Go into the Templates section of the draft menu to create one.
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4. Hover over Save draft as template and click Save as new template.
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Save the email as a new template.
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5. Add your template name and hit Save.
Quick tip: To add an existing template to a draft, click the three-dot icon in the draft, then select Templates. From there, click the name of the desired template under Insert templates.
How to edit or overwrite a Gmail template
You can make changes to an existing template:
1. Go into Gmail and click the Compose button to create a new email.
2. Insert the template you want to edit or overwrite and make the desired changes.
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3. Click the three-dot icon in the lower-right corner of the draft window.
4. Select Templates, followed by Save draft as template, and then, under Overwrite template, select the name of the template you want to update.
Overwrite the template if you want the changes you've made to be applied.
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