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Creating e-mail template with form fields/text boxes? [message #234329] Tue, 16 October 2007 08:16 Go to next message
casey[1]
Messages: 11
Registered: March 2007
Junior Member
I'm trying to create an e-mail template to send to people, with fields so I
can enter the date, person's name, an amount of $, etc, but the rest of the
e-mail stays the same. I can create a template but I need to know how to
have a template WITH form fields. I am using the Outlook 2003. Thank you!
Re: Creating e-mail template with form fields/text boxes? [message #234336] Tue, 16 October 2007 09:01 Go to previous messageGo to next message
casey[1]
Messages: 11
Registered: March 2007
Junior Member
I do use that for other things, but for this specific form it will only be
going to 1 person at a time generally. It basically says "You have been
approved for _______, you have $______ left for 2007". So we generate the
e-mail in response to a specific request, but it is the same form e-mail
every time.

"Roady [MVP]" wrote:

> Why not use a mail merge instead?
> Then you can fully automate the creation and sending of the emails with the
> correct information.
>
> --
> Robert Sparnaaij [MVP-Outlook]
> Coauthor, Configuring Microsoft Outlook 2003
> http://www.howto-outlook.com/
> Outlook FAQ, HowTo, Downloads, Add-Ins and more
>
> http://www.msoutlook.info/
> Real World Questions, Real World Answers
>
> -----
>
> "Casey" <Casey@discussions.microsoft.com> wrote in message
> news:E29A4C96-B879-4857-909B-3B9F40767F87@microsoft.com...
> > I'm trying to create an e-mail template to send to people, with fields so
> > I
> > can enter the date, person's name, an amount of $, etc, but the rest of
> > the
> > e-mail stays the same. I can create a template but I need to know how to
> > have a template WITH form fields. I am using the Outlook 2003. Thank
> > you!
>
Re: Creating e-mail template with form fields/text boxes? [message #234347] Tue, 16 October 2007 09:22 Go to previous messageGo to next message
casey[1]
Messages: 11
Registered: March 2007
Junior Member
When I have Word set as my e-mail editor I am able to add text boxes, but it
won't let me save the e-mail as a template, unless I'm doing something wrong?
So if I get upgraded to 2007, I will be able to save a template with text
boxes? Thanks for your help...

"Roady [MVP]" wrote:

> Alright, well form fields are not supported in an email. You can use Text
> Boxes though when you have Outlook 2007 or Word set as your email editor.
> Insert-> Text Box
>
> --
> Robert Sparnaaij [MVP-Outlook]
> Coauthor, Configuring Microsoft Outlook 2003
> http://www.howto-outlook.com/
> Outlook FAQ, HowTo, Downloads, Add-Ins and more
>
> http://www.msoutlook.info/
> Real World Questions, Real World Answers
>
> -----
>
> "Casey" <Casey@discussions.microsoft.com> wrote in message
> news:F2D88CD9-C2AE-4734-8039-1E74F765EB76@microsoft.com...
> > I do use that for other things, but for this specific form it will only be
> > going to 1 person at a time generally. It basically says "You have been
> > approved for _______, you have $______ left for 2007". So we generate the
> > e-mail in response to a specific request, but it is the same form e-mail
> > every time.
> >
> > "Roady [MVP]" wrote:
> >
> >> Why not use a mail merge instead?
> >> Then you can fully automate the creation and sending of the emails with
> >> the
> >> correct information.
> >>
> >> --
> >> Robert Sparnaaij [MVP-Outlook]
> >> Coauthor, Configuring Microsoft Outlook 2003
> >> http://www.howto-outlook.com/
> >> Outlook FAQ, HowTo, Downloads, Add-Ins and more
> >>
> >> http://www.msoutlook.info/
> >> Real World Questions, Real World Answers
> >>
> >> -----
> >>
> >> "Casey" <Casey@discussions.microsoft.com> wrote in message
> >> news:E29A4C96-B879-4857-909B-3B9F40767F87@microsoft.com...
> >> > I'm trying to create an e-mail template to send to people, with fields
> >> > so
> >> > I
> >> > can enter the date, person's name, an amount of $, etc, but the rest of
> >> > the
> >> > e-mail stays the same. I can create a template but I need to know how
> >> > to
> >> > have a template WITH form fields. I am using the Outlook 2003. Thank
> >> > you!
> >>
Re: Creating e-mail template with form fields/text boxes? [message #234349] Tue, 16 October 2007 09:47 Go to previous message
newsgroups_DELETE_
Messages: 18357
Registered: July 2006
Senior Member
Compose the email like you want to and then press the Close button. It will
ask to save your changes/draft and it will end up in the Drafts folder.

Outlook 2007 will allow you to do that as well but there is no need to use
Word as the email editor for this since Outlook 2007 has a new email editor
and only a single one instead of 2.

--
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003
http://www.howto-outlook.com/
Outlook FAQ, HowTo, Downloads, Add-Ins and more

http://www.msoutlook.info/
Real World Questions, Real World Answers

-----

"Casey" <Casey@discussions.microsoft.com> wrote in message
news:2D37E311-5979-4E13-9AF4-88C9DC70B2F3@microsoft.com...
> When I have Word set as my e-mail editor I am able to add text boxes, but
> it
> won't let me save the e-mail as a template, unless I'm doing something
> wrong?
> So if I get upgraded to 2007, I will be able to save a template with text
> boxes? Thanks for your help...
>
> "Roady [MVP]" wrote:
>
>> Alright, well form fields are not supported in an email. You can use Text
>> Boxes though when you have Outlook 2007 or Word set as your email editor.
>> Insert-> Text Box
>>
>> --
>> Robert Sparnaaij [MVP-Outlook]
>> Coauthor, Configuring Microsoft Outlook 2003
>> http://www.howto-outlook.com/
>> Outlook FAQ, HowTo, Downloads, Add-Ins and more
>>
>> http://www.msoutlook.info/
>> Real World Questions, Real World Answers
>>
>> -----
>>
>> "Casey" <Casey@discussions.microsoft.com> wrote in message
>> news:F2D88CD9-C2AE-4734-8039-1E74F765EB76@microsoft.com...
>> > I do use that for other things, but for this specific form it will only
>> > be
>> > going to 1 person at a time generally. It basically says "You have
>> > been
>> > approved for _______, you have $______ left for 2007". So we generate
>> > the
>> > e-mail in response to a specific request, but it is the same form
>> > e-mail
>> > every time.
>> >
>> > "Roady [MVP]" wrote:
>> >
>> >> Why not use a mail merge instead?
>> >> Then you can fully automate the creation and sending of the emails
>> >> with
>> >> the
>> >> correct information.
>> >>
>> >> --
>> >> Robert Sparnaaij [MVP-Outlook]
>> >> Coauthor, Configuring Microsoft Outlook 2003
>> >> http://www.howto-outlook.com/
>> >> Outlook FAQ, HowTo, Downloads, Add-Ins and more
>> >>
>> >> http://www.msoutlook.info/
>> >> Real World Questions, Real World Answers
>> >>
>> >> -----
>> >>
>> >> "Casey" <Casey@discussions.microsoft.com> wrote in message
>> >> news:E29A4C96-B879-4857-909B-3B9F40767F87@microsoft.com...
>> >> > I'm trying to create an e-mail template to send to people, with
>> >> > fields
>> >> > so
>> >> > I
>> >> > can enter the date, person's name, an amount of $, etc, but the rest
>> >> > of
>> >> > the
>> >> > e-mail stays the same. I can create a template but I need to know
>> >> > how
>> >> > to
>> >> > have a template WITH form fields. I am using the Outlook 2003.
>> >> > Thank
>> >> > you!
>> >>
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