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    Shared Email Templates

    How to create simple datasets for Outlook email templates

    Create a dataset #

    1. On the Shared Email Templates pane in Outlook, right-click My templates, a team (Editor permissions are required), or a subfolder, and then select New dataset.

    2. In your default browser, a new tab with the Shared Email Templates app will open. Enter a name for your dataset.

    3. Select Simple as the dataset type.

    4. Enter dataset values.

      • To rename the key column, enter a new name into the column header.

      • To add a row, click the plus sign below the bottom row.

        Add a row.
      • To add a text column, click the plus sign next to the rightmost column.

        Add a text column.

        You can also add a file column, a picture column, a Default Items column, a Regex Field column, and a Regex column. To choose a column type, click the down arrow next to the plus sign.

        Column types to choose from
      • To insert a macro into a cell, click the The Insert macro button Insert macro button in the cell.

    5. When you’re finished, select Save.

      Save your dataset.

    On the Shared Email Templates pane, simple datasets are marked with a special icon: The Simple dataset icon.

    Import a dataset from a TXT or CSV file #

    You can import datasets to Shared Email Templates in TXT or CSV formats. If your table is in another format, you can convert it.

    1. To import a dataset, right-click My templates, a team (Editor permissions are required), or a subfolder, and then select New dataset.

    2. In the Shared Email Templates app in your browser, enter a name for your dataset, and then select Simple as the dataset type.

    3. Select Import.

    4. In File Explorer, select a file, and then click Open.

    5. Select Save.