Creating Email Templates

Email templates are used to streamline effective communication by crafting emails for all the communication sent by the system to ensure consistency and professionalism across all your emails.

Configuring Email Templates

Creating an email template involves entering the entity, email type, subject, and body. The email templates module also provides multiple placeholders that can be added to the email body.

To configure email templates, go to Menu > Configuration > Application > Email Templates

Email Template Fields

Field	Description
Template Level	This field allows you to select the system level at which the template will be available. There are 2 options to choose from: Application: Select this option if the template will be used across the entire application. User: Select this option if the template is specific to a particular user.
Select Entity	Choose the entity that the email template will be associated with (Sales Order, Estimate, Purchase Order, Bill, Invoice, etc.).
Email Template	Select the email associated with the selected entity that you want to configure. Click on the "Add Template" option beside this field to add a new template for the entity.
Select Placeholder	This field allows you to select the placeholders to insert in an email. Placeholders are dynamic fields that will be replaced with actual data when the email is sent. For example, if you include the placeholder "CustomerName" in the email, it will be replaced with the customer name to which the email is being sent.
CC Email	If you want to send a CC of the email to additional recipients, enter their email addresses here. To add multiple recipients, separate multiple email addresses with commas.
Email Subject	Enter the subject line of your email in this field. This should be clear and concise, giving the recipient a good idea of the email's content.
Email Body	Enter the body of the email in this field. This is the main content of your email. You can use a combination of text and placeholders to craft a personalized message. You can use the options available on top of this section to customize the email text as per your preference. Ensure the body is well-structured and informative.

After configuring all the details, click "Save" to create the email template. After the email template is configured, whenever an email is triggered from the system, the email template will be used.