It is DONE! You have drafted the perfect email and are prepared to send it. In the back of your mind you know that once you click Send it could be lost forever. Sure, you can try to copy the email to another folder or keep the email in your drafts but this isn’t sustainable in the long run. This is why Leverage & Lean created the Save Email as Outlook Template macro. With one click you can save your masterpiece and build toward your future! This macro will save a copy of your finished email to your default email template folder path so it can be accessed again later on. The Subject line of your email will automatically be the file name of your new Outlook Email Template. (You have the ability to customize this macro and display an InputBox to enter in a file name prior to saving the email template) The Save Email as Outlook Template macro paired with Open Email Templates is a powerful combination in Outlook. With these macros you can quickly save new email templates and open existing email templates at any moment!
12 FolderPath = “C:\Users\” & User & “\AppData\Roaming\Microsoft\Templates\” ‘Default Outlook Email Template path. You can update the FolderPath to somewhere else.
18 ‘TemplateName = InputBox(“What is the name of the Outlook Template?”) ‘Display an InputBox to capture the Email Template’s Name
26 MsgBox (TemplateName & ” has been saved as an Outlook Email Template!”)
See it in Action!
Watch this video to see this macro in action.The Code
Here is the code behind this macro.'Leverage & Lean "Less Clicks, More Results"
Sub SaveEmailAsOutlookTemplate()
' Means variable is in use
Dim FolderPath As String '
Dim objItem As Object '
Dim TemplateName As String '
Dim User As String '
On Error GoTo LeverageLean
User = (Environ$("Username"))
FolderPath = "C:\Users\" & User & "\AppData\Roaming\Microsoft\Templates\" 'Default Outlook Email Template path. You can update the FolderPath to somewhere else.
Set objItem = Application.ActiveInspector.CurrentItem
If Not objItem Is Nothing Then
If objItem.Class = olMail Then
TemplateName = objItem.Subject 'Set the Email's Subject as the Email Template's Name
'TemplateName = InputBox("What is the name of the Outlook Template?") 'Display an InputBox to capture the Email Template's Name
End If
End If
If TemplateName = "" Then
TemplateName = InputBox("What is the name of the Outlook Template?") 'Display an InputBox to capture the Email Template's Name
ElseIf TemplateName <> "" Then
objItem.SaveAs FolderPath & "\" & TemplateName & ".oft", OlSaveAsType.olTemplate 'Save the Email Template to the Folder Path
MsgBox (TemplateName & " has been saved as an Outlook Email Template!")
End If
Exit Sub
LeverageLean:
MsgBox ("The Email Template failed to save. Ensure the Folder Path is correct and the File Name is Valid. File Name can't contain special characters: \ / : * ? < >" & vbNewLine & "Don't hesitate to email me: brentschneider@leveragelean.com")
End Sub
'Stay Awesome!
Macro Instructions
Watch this video to get started using this macro.Customization
These lines of code can be customized to personalize this macro.12 FolderPath = “C:\Users\” & User & “\AppData\Roaming\Microsoft\Templates\” ‘Default Outlook Email Template path. You can update the FolderPath to somewhere else.
18 ‘TemplateName = InputBox(“What is the name of the Outlook Template?”) ‘Display an InputBox to capture the Email Template’s Name
26 MsgBox (TemplateName & ” has been saved as an Outlook Email Template!”)
