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    Shared Email Templates

    Copy, move, and delete templates for Outlook

    Copy a template #

    1. Right-click the template you want to copy and select the Copy to Copy to option.
    2. Choose the destination folder, open it, and then select Copy here.

    Copy a template to clipboard #

    To copy the text of a template to the clipboard, right-click the template, and then select the Copy to clipboard Copy to clipboard option.

    If your template contains macros that add information to the message body and you want to copy not the macros themselves but the values they return, keep the Alt key pressed when selecting Copy to clipboard. Compare:

    • Copy to clipboard

      Hello,
      I’m happy to offer you an additional ~%WhatToEnter{“title”:“Choose a discount”,“type”:“dropdown”, “items”:[“5% discount”,“10% discount”,“15% discount”],“editable”:false,“required”:true,“multiselect”: false,“separator”:""} on any product of your choice.

    • Copy to clipboard with the Alt key pressed

      Hello,
      I’m happy to offer you an additional 10% discount on any product of your choice.

    Move a template #

    1. Right-click the template you want to move to another folder, and then select the Move to Move to option.
    2. Choose the destination folder, open it, and then select Move here.

    Delete a template #

    Right-click the template that is no longer needed and select the Move to Delete option.

    Copy, move, or delete multiple templates #

    1. In the upper-right corner of the Shared Email Templates pane, click the Selection mode icon.

      The Selection mode icon
    2. Select the templates you want to copy, move, or delete in one go.

    3. To proceed, select the action itself by clicking the corresponding action button: Copy to, Move to, or Delete.

      Action buttons