
Learn how to create and trigger custom email templates in Odoo. Discover how to add dynamic content to emails, automate processes, and enhance customer communication.
You can create and use email templates in Odoo. This is a task that is not difficult. It can be quite beneficial. Email templates allow for consistent branding across communications. This is a step to secure a unique identity. They also save time. Reducing manual input composing repeated messages is a time-saver. This can boost overall productivity, another advantage.
An email template in Odoo gives a structure. Customization with dynamic content is possible. This structure is for emails. Email templates are useful for sending automatic communication.
An example below shows how to create an email template in Odoo. We will add some dynamic fields. Fields such as customer's name and company’s email are included.
Here's a method to define email template in XML. Each tag signifies an important part of email.
<odoo>
<data noupdate="1">
<record id="custom_email_template" model="mail.template">
<field name="name">Custom Email Template</field>
<field name="model_id" ref="test_app.model_test_model"/>
<field name="subject">Test Email</field>
<field name="email_from"><t t-esc="object.company_id.email"/></field>
<field name="email_to"><t t-esc="object.partner_id.email_formatted"/></field>
<field name="description">Email template for testing purposes</field>
<field name="body_html" type="html">
<![CDATA[
<p>Dear <t t-esc="object.partner_id.name"/>,</p>
<p>Thank you for being with us. This is a test email template to demonstrate email templating in Odoo.</p>
<p>Best regards,</p>
<p><t t-esc="object.company_id.name"/></p>
]]>
</field>
</record>
</data>
</odoo>
CDATA tag allows inclusion of HTML without XML interpretation.
Email template definition in XML is accomplished. You send it from Python code within a custom model. Below is an example of how to send this template.
from odoo import models, fields
class TestModel(models.Model):
_name = 'test.model'
_description = 'Test Model for Email Template'
def action_send_test_email(self):
# Reference the template by its XML ID
template = self.env.ref('test_app.custom_email_template')
if template:
# Send the email to the current record
template.send_mail(self.id, force_send=True)
Email templates have wide-ranging functionalities. They can be employed for:
Email templating system of Odoo is highly adaptable. It can provide automated communication with customers. A guide is available. You can use it. This guide aids in creating email templates in Odoo. Templates with dynamic data fields. These templates can be triggered using Python. Your processes will be streamlined. Customer interactions would turn more professional and consistent.
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