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    Shared Email Templates

    Outlook email templates with a dropdown list

    Add a dropdown list to your Outlook email template and use it to select an item when composing a new email or replying to one.

    1. In your message template, place the cursor where you want the dropdown list to appear. Then select the Insert macro button on the template editor toolbar.

      Use the Insert macro button on the Shared Email Templates editor toolbar to access the macro list.
    2. Select What to enter (WTE).

    3. The What to enter dialog appears.

      On the General tab, select Dropdown list. Then enter the field name and items (one per line).

      For example, to create a dropdown list for choosing a discount, do the following:

      • Under Type, select Dropdown list.
      • Under Field name, enter Discount.
      • Under Items, enter:
        • 10% discount
        • 20% discount
        • 30% discount
      Create a dropdown list in your Outlook email template using the What to enter dialog.

      If you switch to the Advanced tab, you can specify:

      • What value to insert into your email message if the result returned by the macro is not empty.
      • What value to insert into your email message if the result returned by the macro is empty.
      • What regular expression the value that will be entered or selected via the macro dialog must match.

      When you’re finished, select OK.

    4. A WhatToEnter macro placeholder will be added to your email template indicating a custom input field for selecting from a dropdown list. Select Save.

      See the dropdown list placeholder in the template.

    When you insert such a template into an Outlook email message, a dialog will appear prompting you to select a list item.

    Choose a list item to insert into your Outlook email.

    Select the list item you want to use, and then click OK.

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