diff --git a/discuss.rst b/discuss.rst index 1ef6461f4..e977c732d 100644 --- a/discuss.rst +++ b/discuss.rst @@ -14,4 +14,5 @@ Discuss discuss/team_communication discuss/plan_activities discuss/mail_twitter - discuss/email_servers \ No newline at end of file + discuss/email_servers + discuss/advanced \ No newline at end of file diff --git a/discuss/advanced.rst b/discuss/advanced.rst new file mode 100644 index 000000000..ad2b0b857 --- /dev/null +++ b/discuss/advanced.rst @@ -0,0 +1,9 @@ +======== +Advanced +======== + +.. toctree:: + :titlesonly: + :glob: + + advanced/emailtemplate \ No newline at end of file diff --git a/discuss/advanced/emailtemplate.rst b/discuss/advanced/emailtemplate.rst new file mode 100644 index 000000000..8f69a5488 --- /dev/null +++ b/discuss/advanced/emailtemplate.rst @@ -0,0 +1,59 @@ +=============== +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 + + diff --git a/discuss/advanced/media/codeview.png b/discuss/advanced/media/codeview.png new file mode 100644 index 000000000..5d241d110 Binary files /dev/null and b/discuss/advanced/media/codeview.png differ diff --git a/discuss/advanced/media/newtemplate.png b/discuss/advanced/media/newtemplate.png new file mode 100644 index 000000000..abb091804 Binary files /dev/null and b/discuss/advanced/media/newtemplate.png differ diff --git a/discuss/advanced/media/placeholders.png b/discuss/advanced/media/placeholders.png new file mode 100644 index 000000000..c75425f79 Binary files /dev/null and b/discuss/advanced/media/placeholders.png differ diff --git a/discuss/advanced/media/preview.png b/discuss/advanced/media/preview.png new file mode 100644 index 000000000..399b66062 Binary files /dev/null and b/discuss/advanced/media/preview.png differ