Outlook Template Types
Outlook templates in primedocs are created and managed for Outlook (New). Email, signature, and campaign templates are primarily designed in HTML: email and signature templates in the primedocs HTML template editor, campaign templates in the visual editor — where the HTML is generated in the background. In addition, these three template types hold a plain text content for emails in «Plain text» format. The disclaimer template is the exception: it is created as a Word document (.docx).
| Template Type | Purpose |
|---|---|
| Email Template | Predefined email messages with dynamic fields and forms. |
| Campaign Template | Content blocks (banners, promotional text) in HTML and plain text that are automatically embedded in signatures. |
| Signature Template | Automatic email signature with profile data and optional campaign fields. |
| Disclaimer Template | Legal notices that are appended to outgoing emails. |
Tools
These tools are used when creating the HTML-based Outlook templates:
- Outlook (New) — For creating the visual content of an email or signature.
- primedocs Add-In (Templating menu) — For converting the visible content into HTML and back.
- HTML template editor — For editing the HTML content directly in the primedocs template editor.
- Visual editor — For designing campaign templates directly in the template editor, without HTML knowledge.
Email messages in Outlook (New) are usually HTML-based, which is why the templates are designed in HTML in a template editor. Emails can also be composed in «Plain text» format, however — either as the default format in Outlook or switched per message. For that case, every email, signature, and campaign template additionally holds a plain text content, which the «Extract plain text from HTML» button can take over from the HTML. If it is empty, it is derived from the HTML at generation time.