Email Template
Email Templates in ERPNext allow you to standardize email content for frequently used communications.
Email Templates help maintain consistent messaging across transactions like Sales Orders, Invoices, and Support replies.
What is an Email Template?
An Email Template is a predefined structure for subject and body content used when sending emails from ERPNext.
It helps reduce repetitive writing and ensures uniform communication.
Creating an Email Template
- Go to Email Template list and click New.
- Enter a name for the template.
- Define the Subject of the email.
- Write the Response (email body content).
- Save the template.
The “Response” field contains the main email content that will be sent to recipients.
DocType Association
You can optionally link an Email Template to a specific DocType such as Sales Order or Invoice.
How to Use Email Templates
Email Templates can be selected while sending emails from ERPNext documents.
They are available in the CC, BCC, and Email Template selection field during email composition.
You can also set a default Email Template for a DocType using Customize Form.
Using Field Values in Templates
Email templates support dynamic fields from the document using fieldnames.
These fields can be found using Customize Form for the relevant DocType.
HTML Support
You can enable “Use HTML” to write structured email content using HTML instead of plain text.
HTML mode allows advanced formatting and Jinja-based dynamic content rendering.
Templating Engine
Email Templates in ERPNext use the Jinja templating engine.
This allows dynamic insertion of data such as customer name, totals, and item details.
