# 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/j8QVyy9k7d5lQ5iGWNt5/programs.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/PcAEcg4DaLM6V7Xh0CTj/email-conf-drop-down%20(1).PNG" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/khVxfg9AGBoDH2kjDdxX/create-email-conf.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/kuNZoAAMTCLRMg7FTTpj/email-template-name-program.PNG" 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/QEbeaBtQHkEIUYfun6Rq/email-template%20(3).PNG" 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/oNvR6rcSUZvFlmJQwFt1/email-select-drop-down.png" 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/kMo0SWBa2N9SLMxHWy42/otp-temp.png" 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/FaP9i3AoGijsX0MBTtT4/content-email-notification%20(1).PNG" 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/BiWONgrKxBTeAWEq4w6P/conf-email-notification.PNG" 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/dNVNox4aSdHIYu8lAJC1/adv-settings-sms-notifications.PNG" 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="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/omyIU0v2NB6pSuL4KP9u/email-save%20(1).PNG" alt=""><figcaption></figcaption></figure>

12. Click on *Save*.
