📔Create Email Notification Manager


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


The user should have a Program Manager role assigned.


  1. Navigate to Programs using the menu bar.

  1. Click on Configuration and select Email Notification Manager.

  1. Click the Create button to go to the Email Notification Managers view.

  1. Enter the Name and Program in the Email Notification Managers view.

  1. 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

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.

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

  1. 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_._

  1. 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 templating engine

  • Attachments: Attachments to be sent with the email

  1. 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

  1. 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

  1. 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.

  1. Click on Save.

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