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    Shared Email Templates

    Outlook email templates with fillable fields for currency amounts

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    If you want your email template to contain an input field for a currency amount, follow these steps:

    1. In your template, place the cursor where you’d like to have a field for a currency amount, and then select the Insert macro button on the template editor toolbar.

      The Insert macro button
    2. Select What to enter (WTE).

    3. The What to enter dialog will open.

      On the General tab, select Currency, enter the field name, and specify a default value.

      The General tab for a currency amount in the What to enter dialog

      On the Advanced tab, you can:

      • Specify the value to insert into an email message if the result returned by the WhatToEnter macro is not empty.
      • Specify the value to insert into an email message if the result returned by the WhatToEnter macro is empty.
      • Enter a minimum value.
      • Enter a maximum value.

      On the $€£ tab, you can select a language, a currency symbol, the number of decimal places, and choose whether to use a thousands separator.

      When you’re finished, select OK.

    4. The WhatToEnter macro placeholder is added to the template. Select Save.

      An input field for a currency amount in a sample template

    When inserting the template into an email message, you’ll see a dialog prompting you to enter a currency amount. Enter the amount and select OK.

    A pop-up dialog for entering a currency amount