8.03.2016

How to create a button to launch email template

How to create a button to launch email template


Overview:
The purpose of the document is to illustrate the procedure for creating an outlook button that can be used to launch a template email.

Procedure:
1.     Open up a New Email and Create a New Email
2.     Save the Email as a Template

3.     Enable the Developer Tab within the Ribbon. Right-click on the Ribbon and choose Customize the Ribbon…

4.     Enable the Developer Tab

5.     Create a New Macro



6.     Name the Macro something useful

7.     Type in the following code. You will note that part in quotes is the filepath to the template.


Set msg = Application.CreateItemFromTemplate("C:\Users\xyz\Desktop\template.oft")
    msg.Display

8.     Add a New Group to the Ribbon and call it something like “USERNAME” or the name.

9.     Rename it and give it a nice icon.

10.  Choose an Icon to match the Group

11.  Next find the Macro, by changing the Commands from at the top to MACRO, and then Finding the Macro. Once the macro has been located, hit Add to move it to the menu bar under the new group.

12.  Hit Rename on the macro to give it a nice button and name.

13.  You will notice that I now have a nice icon on my desktop with a Unhappy face and title “Email GWAVA”.

14.  If I click on this button, it will launch a new email based on my template so that I only need to fill out a few items before sending it to GWAVA.

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