Email Template

Every email sent is different but certain emails can be standardized, usually known as Email Template or Standard Reply.

To access the Email Template list, go to:

Home > Settings > Email > Email Template

1. How to create an Email Template

Go to the Email Template list, click on New.
Enter a name for this Email Template.
Enter a Subject for this Email Template.
Response is the standard content of the email that will be a part of this template.
Save.

Email Template

DocType Associated: (optional) The DocType associated with this template.

1.1 How to use Email Template

You can use this Email Template in the Emails that are sent from ERPNext in the "CC, BCC & Email Template" field of the email section of the document. ERPNext will fetch the subject and response as per the template selected.

You can set a Default Email Template for each document type via Customize Form.

1.2 How to get fieldnames

The fieldnames you can use in your email template are the fields in the document from which you are sending the email. You can find out the fields of any documents via Customize Form and selecting the document type (e.g. Sales Order)

1.3 Using HTML to build the template

There's a Use HTML check that you can toggle to switch from the text editor to a code editor. This allows finer control over the body of the email and makes it easier to use for features like loops in Jinja.

1.4 Templating

Templates are compiled using the Jinja. To learn more about Jinja, visit this page.

1.5 Signatures and Footers

Signatures and Footers are configured per Email Account and are added automatically, in a manner dependent on if an HTML Email Template is selected.

With normal emails, the current Email Account's Signature and Footer is appended to the end of the Email when sending.

When an HTML Email Template is loaded, signature and footers can be added anywhere in an HTML template by using the Jinja variables email_signature and email_footer, respectively. These can then be further edited in the Email composer.*

* Note: After PR 34801 is merged

A very basic example of an HTML Email Template would be:-

<body>
Dear {{ customer }}

Thank you for your order. Here is your {{ doctype }}.

<table>
    <tr>
        <th>Item Code</th>
        <th>Description</th>
        <th>Quantity</th>
        <th>Unit Price</th>
        <th>Price</th>
     </tr>
    {% for row in items %}
    <tr>
        <td>{{ row.item_code }}</td>
        <td>{{ row.description }}</td>
        <td>{{ row.qty }}</td>
        <td>{{ row.rate }}</td>
        <td>{{ row.amount }}</td>
    </tr>
    {% endfor %}
</table>
<table>
    <tr>
        <td>{{ email_signature }}</td>
    </tr>
</table>
<table>
    <tr>
        <td>{{ email_footer }}</td>
    </tr>
</table>
</body>