3a6366b18f
This is a long term project, following the recurring question we currently face at the support func & tech
Done in the commit:
1/ Modify the references to discuss/advanced/ to match a newly created folder
specific for email communication (more generic and not specifically linked to the discuss app)
called `email_communication`.
2/ Creation of the new folder under 'Practical Information' in the documentation/user (bottom of the page)
that will handle of the mechanism around emails, including (none exhaustive list)
1/ Modify the references to discuss/advanced/ to match a newly created folder
specific for email communication (more generic and not specifically linked to the discuss app).
2/ Creation of the new folder under 'Practical Information' in the documentation/user (bottom of the page)
that will handle of the mechanism around emails, including (none exhaustive list):
email_communication/get_started.rst > A small introduction of the content of this section Email communication
email_communication/get_helped.rst > A file that is providing reason why the emails might not be properly sent
+ contact the support and what to tell them. In order to have the quickest and best answer.
email_communication/advanced/mail_servers.rst > An explanation on how to use an outgoing mail server in Odoo.
+ how to configure SPF DKIM DMARC for Odoo.
(Not modified yet, only mv from `discuss` folder)
email_communication/advanced/email_template.rst > Contain informations about email templates
(Not modified yet, only mv from `discuss` folder)
More to come, in collaboration with GOR, EDV, JQU, ALA
task-1925363
60 lines
2.4 KiB
ReStructuredText
60 lines
2.4 KiB
ReStructuredText
===============
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Email Templates
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===============
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We all know writing good emails is vital to get a high response rate, but you do not want to
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rewrite the same structure every time, do you? That is where email templates come in.
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Without the need to rewrite the entire email structure every time, you save time to focus on
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the content. Multiple templates also let you deliver the right message to the right audience,
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improving their overall experience with the company.
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Enable it and understand a few concepts
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=======================================
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The :doc:`Developer mode <../../general/developer_mode/activate>` must be activated. Then, go to
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:menuselection:`Settings --> Technical --> Templates`. A view of the existing templates is shown.
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.. warning::
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**It is highly recommended not to change the content in existing templates unless the user has
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prior knowledge about placeholders.**
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To add a new one, click on *Create* and choose the type of document this template is used with. In
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the example below, the template would be sent to job applicants.
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.. image:: media/newtemplate.png
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:align: center
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:alt: New email template form in Odoo
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| Under *Email Configuration*, fields such as *From*, *To (Emails)*, *To (Partners)*, require
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placeholders. If the *From* field is not set, the default value is the author’s email alias, if
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configured, or email address.
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| Under *Advanced Settings*, if an *Outgoing Mail Server* is not set, the one with the highest
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priority is used.
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| The option *Auto Delete* permanently deletes the emails after they are sent, saving space in your
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database.
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Writing content including placeholder expressions
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-------------------------------------------------
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Under the tab *Dynamic Placeholder Generator*, look for the *Field* you would like to use.
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.. image:: media/placeholders.png
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:align: center
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:alt: View of the dynamic placeholder generator tab under a new template in Odoo
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Next, copy the *Placeholder Expression* and paste it in the *Body* of the email, under the *Content*
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tab, using - essentially - the *Code View*.
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.. image:: media/codeview.png
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:align: center
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:alt: View of the body code view under the content tab in Odoo
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Deactivate the *Code View* option by simply clicking on it again, and easily design the message.
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Click on *Preview* to check how the email looks before sending it.
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.. image:: media/preview.png
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:align: center
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:alt: View of the content with the standard body view in Odoo
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