# Create Email Notification Manager

## Description

This guide will provide the steps to create an Email Notification Manager.

## Pre-requisites

The user should have a Program Manager role assigned.

## Steps

1. Navigate to *Programs* using the menu bar.

<figure><img src="/files/V3C18ynHAZYEMmu5JSBy" alt=""><figcaption></figcaption></figure>

2. Click on *Configuration* and select *Email Notification Manager.*

<figure><img src="/files/NKwbFiqbOeIehFs5wQaM" alt=""><figcaption></figcaption></figure>

3. Click the *Create* button to go to the Email Notification Managers view.

<figure><img src="/files/WspLbaBLwMCW0zilBCEB" alt=""><figcaption></figcaption></figure>

4. Enter the *Name* and *Program* in the *Email Notification Managers* view.

<figure><img src="/files/A8me4C7FBIggjizYTvjm" alt=""><figcaption></figcaption></figure>

5. The view allows the configuration of a template for each of these event types:

* *On Enrolled In Program Template*
* *On Cycle Started Template*
* *On Cycle Ended Template*
* *On Otp Send Template*
* *On Generate Voucher Template*

<figure><img src="/files/l41AQGhT6HBayGrgoKF7" alt=""><figcaption></figcaption></figure>

There are two ways to configure a template for an event:

a. Use an existing template: Go to step#6.

b. Create a new template: Go to step#7.

6. Click on the drop-down button and select the template from the drop-down list. Go to step#11.

<figure><img src="/files/v60KjwlHLdESWIp1S7vW" alt=""><figcaption></figcaption></figure>

7. Enter a name for the new template. When a non-existing template name is entered, the option *Create and Edit* appears. Click on this option\_.\_

<figure><img src="/files/TBJDUMK4jhvaAI3c2JID" alt=""><figcaption></figcaption></figure>

8. A new dialogue box appears. Enter the details.

* *Name*: Name of the template
* *Applies to*: Applicable context; For example, the option *Contact* sends the mail to the beneficiary email
* *Content*: *Subject* and matter for the email written using the Odoo platform's [QWeb](https://www.odoo.com/documentation/16.0/developer/reference/frontend/qweb.html) templating engine
* *Attachments*: Attachments to be sent with the email

<figure><img src="/files/NaSrEamv5TrhRNoTMODL" alt=""><figcaption></figcaption></figure>

9. Click on *the Email Configuration* sub-tab.

* *From*: Author's email id
* *Default Recipients*: Enable the box to send email to default recipients
* *To (Emails)*: Recipient email address
* *To (Partners)*: Comma-separated emails of the program partners
* *Cc*: Comma-separated emails of the recipients to be copied for this email
* *Reply To*: The email that the recipient can reply to
* *Scheduled Send Date*: The date on which the mail will be sent

<figure><img src="/files/13KbfQPgj5wjGJuD7RKO" alt=""><figcaption></figcaption></figure>

10. Click on the *Advanced Settings* sub-tab.

* *Language*: Language for the content
* *Outgoing Mail Server*: Outgoing mail server
* *Auto Delete*: If enabled, the email is deleted automatically
* *Optional report to print and attach:* Optional field for reports

<figure><img src="/files/pqyccUagUBv2ERPbmlAu" alt=""><figcaption></figcaption></figure>

11. Optionally, enable the checkbox *Send Immediately* to send the email notification to beneficiaries immediately after the program enrollment, at the start of the cycle, and at the end of the cycle.

<figure><img src="/files/0TRVmabtaJ4CQheMVIPm" alt=""><figcaption></figcaption></figure>

12. Click on *Save*.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.openg2p.org/1.1/guides/user-guides/create-notification-manager-types/create-email-notification-manager.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
