60 lines
2.4 KiB
ReStructuredText
60 lines
2.4 KiB
ReStructuredText
|
===============
|
|||
|
|
Email Templates
|
|||
|
|
===============
|
|||
|
|
|
|||
|
|
We all know writing good emails is vital to get a high response rate, but you do not want to
|
|||
|
|
rewrite the same structure every time, do you? That is where email templates come in.
|
|||
|
|
Without the need to rewrite the entire email structure every time, you save time to focus on
|
|||
|
|
the content. Multiple templates also let you deliver the right message to the right audience,
|
|||
|
|
improving their overall experience with the company.
|
|||
|
|
|
|||
|
|
Enable it and understand a few concepts
|
|||
|
|
=======================================
|
|||
|
|
|
|||
|
|
The :doc:`Developer mode <../../general/developer_mode/activate>` must be activated. Then, go to
|
|||
|
|
:menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown.
|
|||
|
|
|
|||
|
|
.. warning::
|
|||
|
|
**It is highly recommended not to change the content in existing templates unless the user has
|
|||
|
|
prior knowledge about placeholders.**
|
|||
|
|
|
|||
|
|
To add a new one, click on *Create* and choose the type of document this template is used with. In
|
|||
|
|
the example below, the template would be sent to job applicants.
|
|||
|
|
|
|||
|
|
.. image:: media/newtemplate.png
|
|||
|
|
:align: center
|
|||
|
|
:alt: New email template form in Odoo
|
|||
|
|
|
|||
|
|
| Under *Email Configuration*, fields such as *From*, *To (Emails)*, *To (Partners)*, require
|
|||
|
|
placeholders. If the *From* field is not set, the default value is the author’s email alias, if
|
|||
|
|
configured, or email address.
|
|||
|
|
| Under *Advanced Settings*, if an *Outgoing Mail Server* is not set, the one with the highest
|
|||
|
|
priority is used.
|
|||
|
|
| The option *Auto Delete* permanently deletes the emails after they are sent, saving space in your
|
|||
|
|
database.
|
|||
|
|
|
|||
|
|
Writing content including placeholder expressions
|
|||
|
|
-------------------------------------------------
|
|||
|
|
|
|||
|
|
Under the tab *Dynamic Placeholder Generator*, look for the *Field* you would like to use.
|
|||
|
|
|
|||
|
|
.. image:: media/placeholders.png
|
|||
|
|
:align: center
|
|||
|
|
:alt: View of the dynamic placeholder generator tab under a new template in Odoo
|
|||
|
|
|
|||
|
|
Next, copy the *Placeholder Expression* and paste it in the *Body* of the email, under the *Content*
|
|||
|
|
tab, using - essentially - the *Code View*.
|
|||
|
|
|
|||
|
|
.. image:: media/codeview.png
|
|||
|
|
:align: center
|
|||
|
|
:alt: View of the body code view under the content tab in Odoo
|
|||
|
|
|
|||
|
|
Deactivate the *Code View* option by simply clicking on it again, and easily design the message.
|
|||
|
|
Click on *Preview* to check how the email looks before sending it.
|
|||
|
|
|
|||
|
|
.. image:: media/preview.png
|
|||
|
|
:align: center
|
|||
|
|
:alt: View of the content with the standard body view in Odoo
|
|||
|
|
|
|||
|
|
|