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Dear Mr. Internet,
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Is there someway I can set up e-mail templates so I don't
have to keep typing the same messages over and over again? |
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Dawn
Doherty
Coldwell Banker Residential Brokerage
Denver, CO
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Dear Dawn,
(PART III)
In
PART I
&
II of this series we saw how to create text and simple HTML e-mail templates
which can be used for any purpose and are immediately available with a single
click of the mouse.
In this third and final part of the series, we will explore how to create more
complex custom HTML stationery that instantly includes your branding look,
contact information, links to your site etc. as part of every message you send
(i.e. like your print stationery, only in e-mail format). Using the
methods below, you can also create powerful e-mail forms (i.e. like a Web form,
only in e-mail format) useful for streamlining the operations side of your
business. And as always, I personally do and use everything I'm about to
share with you below.
E-mail Stationery That Sets You Apart...
As mentioned in
PART II of this series, Outlook allows you to create simple HTML e-mail
(either messages or templates) directly in the message window. However,
for more complex HTML messages, templates, or stationery, it requires that they
first be designed using a Web page editor (e.g. FrontPage, Dreamweaver, etc.)
and saved to your hard drive as an HTML file. This way, you (or your Web
designer) can create HTML e-mail with almost no limitations as to design, look,
and feel.
Here are the two steps required to create well-designed HTML stationery for
Outlook:
- Create Your Stationery HTML File - using a Web page editor, create
the design of your stationery as an HTML file (i.e. Web page) stored on your
hard drive.
While this gives you almost unlimited ability to design anything you want, be
aware that there are certain caveats when creating HTML mail. This is
not a process for amateurs. In fact, even most Web designers know very
little about designing effective HTML e-mail that consistently works and looks
good on most e-mail software platforms. The details are a bit technical
so I have created a special "cheat
sheet" specifically for your designer. Make sure they review it
before they begin your stationery design.
- Convert Your HTML File Into Stationery - once you have saved the
final design of your stationery as an HTML file on your hard drive (be sure to
remember where!), it is a straightforward process to create your new e-mail
stationery based on it. Just
CLICK HERE to see a short slide show that
shows every step you need to take.
You can create many different versions of your stationery this way if you
choose. CLICK HERE to see an example of what my stationery looks like as an HTML
file. Also, you can add any kind of message to a blank e-mail that uses
your stationery as a background and then save it (using the methods described in
PART II) as a one-click template. The possibilities are nearly
unlimited!
And speaking of possibilities, by adding just one more step you (well,
actually your Web designer) can create powerful e-mail forms that can bring
great efficiencies to the way your business is run.
E-mail Forms To Profit By...
Something that apparently few people have figured out and yet we use extensively
in our business is HTML e-mail report forms. If you use Outlook
2000 (or later)
CLICK HERE to see an example of a sales-call report form my staff uses to
provide me with instant daily updates on their sales efforts. They save it
on their computer as a "one-click" template and, in just seconds, complete it
and send it on its way to me. Using forms like this has been an awesome
tool to help me run my business from a distance using Virtual Assistants.
To create these form templates, you go through the first two steps outlined
above to first turn them into stationery. Then open a new message using
this form "stationery," make some minor adjustments (see the "cheat
sheet" mentioned above for details) and save it as an Outlook HTML template
file (extension .oft) as covered in
PART II of this series.
Well, believe it or not we are finally done! The combined information and "how
to" in this three-part series of articles gives you everything you need to turn
your Outlook into one sophisticated lean, mean, online marketing machine that
will also help you significantly streamline your business operations. And,
the only thing left to do is for you to put it into action!
Article Resources
Cheat Sheet - special instructions to your Web designer to help them create
powerful, effective e-mail stationery and operational forms.
E-mail Stationery Tutorial - a brief multimedia "slide show" that shows you
step-by-step how to create e-mail templates from custom designed HTML Web files.
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