Create and use nested Outlook templates

This tutorial demonstrates creating nested email templates in Outlook using datasets and the Shared Email Templates add-in. It explores several techniques for efficient template creation and management.

Key Techniques:

• Nested Templates with Shortcuts: The tutorial introduces the concept of using shortcuts (defined within the add-in) to link to pre-built templates. Instead of copying and pasting, you simply type the shortcut to insert the entire template's content. This is demonstrated with product subscription plan descriptions. A dataset links plan names to their corresponding shortcuts, enabling dynamic insertion based on user selection.

• HTML in Datasets: The tutorial shows how to embed HTML formatting directly into the dataset. This allows for rich text formatting within the dynamically inserted template content, eliminating the need for manual formatting each time. The example uses HTML tags to control bold, italic, and other text styles.

• Dynamic Fields in Datasets: The tutorial explains how to add dynamic fields to the dataset, allowing for user input of values that aren't pre-defined. The example uses a WhatToEnter macro to prompt the user for a price, which then gets inserted into the email along with the dynamically selected plan. This adds flexibility when dealing with frequently changing data.

Workflow Summary:

The tutorial guides you through creating templates, assigning shortcuts, building datasets linking shortcuts to content (including HTML), and finally, using the WhatToEnter macro to dynamically insert the chosen template and any required user input into your email. This streamlines email creation, especially for repetitive tasks with variable data.

The Shared Email Templates add-in is highlighted as a tool that simplifies this process. The tutorial encourages readers to explore the add-in's features and accompanying documentation for further assistance.

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