Streamlining Communication with Empress Email Templates

Guides & Tutorials
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Introduction

Introduction

In the business world, clear and consistent communication is vital. Empress understands this and has developed a feature to streamline this process - Email Templates. Email Templates allow you to create standardized email content, saving you time and ensuring uniformity in your business communication. This guide will walk you through creating, using, and customizing your own Email Templates in Empress.

Creating an Email Template

Creating an Email Template in Empress is simple. Start by navigating to the Email Template list through Home > Settings > Email > Email Template.

To create a new template:

  1. Click New in the Email Template list.
  2. Give your Email Template a unique, easily recognizable name.
  3. Specify a Subject for your Email Template. This will be the subject line of any emails sent using this template.
  4. In the Response field, type out the standard content you want included in emails using this template.
  5. Click Save to store your template.

If applicable, you can also link this template to a specific DocType, a term used in Empress to represent a certain type of document or record.

Using Your Email Template

Once you have created your Email Template, using it is just as easy. When drafting an email in Empress, simply select your desired template from the “CC, BCC & Email Template” field. The subject line and body of your email will automatically populate with the information from your template.

For added convenience, Empress also allows you to set a default Email Template for each type of document you use regularly. This can be done using the Customize Form option.

Customizing Your Email Template

Email Templates in Empress are designed to be versatile and customizable. Within your template, you can reference fields from the document you are sending the email from. These fields are easily identifiable by using the Customize Form option and selecting the relevant document type.

For those who want even more customization, Empress offers the Use HTML toggle switch. This switch allows you to switch from a simple text editor to a more advanced code editor, giving you more control over the look and feel of your emails.

Additionally, Empress’s Email Templates are built using Jinja, a user-friendly templating language. This allows you to create more complex features in your emails, such as loops.

Conclusion

Email Templates are an essential tool for any business looking to streamline their communication processes. With these templates, you can ensure that your communication is consistent and professional, saving you time and effort. Empress’s user-friendly interface makes creating and using these templates a breeze. For further assistance, please refer to Empress’s non-technical resources or contact support.