Email Template

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

You can access Email Template via: Settings > Email/Notifications > Email Template

1. How to create an Email Template

1. Go to the Email Template list.

2. Click on '+ Add Email Template'.

3. Enter a name for this Email Template.

4. Enter a Subject for this Email Template.

5. Response is the standard content of the email that will be a part of this template.

6. Save.

1.1 How to use Email Template

• You can use this Email Template in the Emails that are sent from ActiveBooks in the "CC, BCC & Email Template" field of the email section of the document.

• ActiveBooks 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.