Configure Email Templates

Customize email templates for automated notifications, communications, and system messages.

Time required: 10-15 minutes per template

Module: mail, openeducat_core_enterprise

User role: System Administrator

Prerequisites

System Administrator role
Email server configured
Understanding of template placeholders

Steps

Step 1: Access Email Templates

Go to Settings -> Technical -> Email -> Templates
Or search for “Email Templates” in the menu

Step 2: Find Existing Templates

OpenEduCat includes default templates:

Template	Purpose	Model
Admission Confirmation	Admission submitted	op.admission
Admission Approved	Application accepted	op.admission
Fee Reminder	Payment due notice	op.student.fees
Exam Schedule	Exam notification	op.exam
Result Published	Grade notification	op.result

Step 3: Edit Template Content

Open a template
Modify the Body section

Section	Description
Subject	Email subject line
Body	Main content (HTML)
From	Sender address
Reply-To	Reply address

Step 4: Use Dynamic Placeholders

Insert dynamic content using placeholders:

Placeholder	Description	Example Output
`${object.name}`	Student name	”John Smith”
`${object.email}`	Student email	”john@email.com”
`${object.course_id.name}`	Course name	”B.Sc Computer Science”
`${user.name}`	Current user	”Admin User”
`${ctx.get('key')}`	Context value	Variable

Step 5: Format Template Body

Example template structure:

<p>Dear ${object.name},</p>

<p>Your admission application for
<strong>${object.course_id.name}</strong>
has been received.</p>

<p>Application Number: ${object.application_number}</p>

<p>Best regards,<br/>
Admissions Office</p>

Step 6: Add Attachments

In Attachments section:

Add static files (brochures, documents)
Or configure dynamic report attachments

Step 7: Preview Template

Click Preview button
Select a sample record
Review rendered output

Step 8: Save Template

Click Save to update the template.

Creating New Templates

Click Create in template list
Fill required fields:

Field	Description
Name	Template identifier
Model	Target model (op.student, etc.)
Subject	Email subject
Body	HTML content

Common Placeholders by Model

Student (op.student)

Placeholder	Description
`${object.name}`	Student name
`${object.student_id}`	Student ID
`${object.course_id.name}`	Course
`${object.batch_id.name}`	Batch

Admission (op.admission)

Placeholder	Description
`${object.name}`	Applicant name
`${object.application_number}`	Application number
`${object.state}`	Application status

Field Reference

Email Template

Technical Field	UI Label	Type	Notes
`name`	Name	Char	Template identifier
`model_id`	Model	Many2one	Target model
`subject`	Subject	Char	Email subject
`body_html`	Body	Html	Email content
`email_from`	From	Char	Sender address

Troubleshooting

Placeholders not rendering

Check placeholder syntax is correct
Verify field exists on the model
Check object has data in that field

Template not sending

Verify email server is configured
Check template is linked to correct action
Review email queue for errors

Formatting issues

Use inline CSS styles for reliable rendering across email clients.