What Is an Email Template and When to Use One
A professional email template is a reusable message structure for a situation that comes up repeatedly, such as following up on a proposal, responding to a common inquiry, or confirming a meeting. Instead of composing the message fresh each time, you work from the template and fill in the specific details.
Teams benefit from email templates because they standardize communication across multiple senders. A sales team using the same follow-up email template sends a consistent message regardless of who sends it. Customer service teams use templates to ensure responses include the required information every time. Individual professionals use them to save time on recurring messages like thank-you notes, status updates, and scheduling requests.
- Cold outreach: Introducing yourself or your product to someone you have not contacted before
- Follow-up emails: Checking in after a meeting, proposal submission, or job interview
- Out-of-office messages: Letting senders know you are unavailable and who to contact instead
- Order confirmation emails: Confirming a purchase or service request
- Sales email templates: Moving a prospect through the sales process
- Professional partnership request emails: Reaching out about collaboration or business development
- Outlook email templates: Saved Quick Parts or My Templates in Microsoft Outlook for repeated use
What to Include in a Professional Email Template
Good email templates balance completeness with brevity. They give the recipient everything they need to respond or act, without asking them to read more than necessary. Structure every template around four elements: a clear subject line, a specific opening, a focused body, and a single call to action.
- Subject line: Specific and under 50 characters. Avoid generic subjects like "Following up"; use "Following up on the Q3 proposal" instead.
- Salutation: Use the recipient's first name in most professional contexts. "Dear Mr./Ms. [Last Name]" for formal letters or unknown recipients.
- Opening sentence: Skip filler phrases. Reference something real (a call, a shared connection, a recent event).
- Body: One main point per paragraph. State your ask or purpose in the first two sentences.
- Call to action: One clear next step. Make it easy to respond yes or no, or to take the specific action you need.
- Signature: Your name, title, company, and contact method. Keep it to four lines.
How to Create and Save an Email Template in Outlook and Gmail
Once you have written a template you want to reuse, saving it inside your email client means you can access it without searching for a document every time. Both Outlook and Gmail have built-in template features, and the setup takes about two minutes.
- Write your email template in a plain text or Google Docs file first, so you have a clean version to reference and edit over time.
- To save an email template in Outlook: Compose a new email, type your template text, then go to File, Save As, and choose Outlook Template (.oft). Access it later under New Items, More Items, Choose Form.
- To create an email template in Gmail: Enable Templates in Gmail settings (Settings, Advanced, Templates, Enable). Compose your message, click the three-dot menu at the bottom right, go to Templates, and click Save draft as template.
- To use a saved Gmail template: Start a new message, click the three-dot menu, go to Templates, and select the template name.
- For Outlook Quick Parts (reusable text blocks inside a message): Select the text you want to save, go to Insert, Quick Parts, Save Selection to Quick Part Gallery.
- Keep a master Google Doc with all your templates so you can update them centrally and paste into any email client.
Common Email Template Types and Examples
Different scenarios call for different tones and structures. A cold email template needs to earn attention quickly and state value immediately. A follow-up email template can be shorter because the recipient already has context. An out-of-office email template needs to be professional but can include a bit of personality depending on your company culture.
- Cold email template: Lead with a specific reason for reaching out, state one clear value proposition, and include one low-friction ask ("Would a 15-minute call next week work?").
- Follow-up email template: Reference the previous contact, restate the key point in one sentence, and repeat the call to action.
- Out-of-office email template: State the dates you are away, provide an emergency contact if applicable, and give an expected response time.
- Sales follow-up email template: Reference the prospect's specific pain point from the last conversation and attach or link relevant supporting material.
- Order confirmation email template: Include order number, items ordered, delivery date, and a support contact. Clear and factual.
- Professional email signature template: Name, title, company, phone, and optionally a one-line value statement or link. Keep it under four lines of visible text.
Email Template Tips and Mistakes to Avoid
Even a well-structured email template can underperform if it relies on worn-out phrases or buried asks. These are the habits that distinguish professional email templates that get responses from ones that get deleted or ignored.
- Never use "I hope this email finds you well." It signals a generic message. Open with something specific instead.
- Bury the ask at the end at your own risk. State your purpose in the first two sentences so the recipient knows what you need before they decide whether to read on.
- One call to action per email. Giving someone three options often results in no action. Ask for one specific thing.
- Personalize before sending. Templates are a starting point. Fill in the name, context, and specific reference before hitting send.
- Match the tone to the relationship. A cold outreach email to a new contact should be more formal than a follow-up to someone you have spoken with twice.
- Test subject lines. If you send many similar emails, try different subject line formats and see which gets higher open rates.
- Keep templates up to date. If your role, offer, or contact information changes, update the template immediately.
Copy-and-paste template
Download .docxSubject: [Clear, specific subject line - ideally under 50 characters]
Hi [FIRST NAME],
[OPENING LINE: One sentence that establishes context or a shared connection. Avoid "I hope this email finds you well." Instead, reference something specific: "I saw your recent post on X" or "Following up on our call last Tuesday."]
[BODY PARAGRAPH 1: State your main point or request in the first two sentences. Be specific about what you are asking or sharing.]
[BODY PARAGRAPH 2 (optional): Supporting detail, context, or relevant background. Keep to 2 to 3 sentences.]
[CALL TO ACTION: One clear next step. "Could you confirm by Friday?" or "I have attached the document for your review."]
Thanks,
[YOUR NAME]
[Your Title]
[Company]
[Phone (optional)]