How to Create Branded Email Templates in Acumatica

Reviewed – August 20, 2026

Intro

Acumatica lets users create branded email and notification templates using its built-in template editor. For more advanced responsive designs, developers can generate HTML with an email framework such as MJML and paste the resulting markup into Acumatica’s HTML editor while preserving Acumatica data-field placeholders.

One of the many useful features of the Acumatica xRP Platform is the built-in notification engine.

Using automation steps and email processing, you can trigger emails to be sent to users when something happens, or an action is needed.

When we started using Acumatica as our CRM and support platform, notifications became an integral part of the process. One thing we quickly found out is that we could provide value to our customers by helping them build better templates that were clear and practical – but also branded and nice looking.

Here is how we did it.

Before you begin, you’ll need:

• Access to Acumatica notification templates
• Permission to edit the relevant template
• Your company logo and brand styles
• Publicly accessible URLs for hosted images
• An HTML email builder such as MJML, if you want a more advanced responsive design

Acumatica Notification Template Editor

Acumatica data fields allow information from the related record to appear automatically in an email. For example, a template may include information such as an order number, customer name, contact information, or other fields available to that notification.

Acumatica includes an integrated rich text editor for templates. Both screens SM204003 and SM205040 use the same editor, and it supports the use of special field tags that are placeholders to be filled with values from the related documents before being sent.

Content can be edited in a visual WYSIWYG mode, but you can switch to an HTML mode to edit the markup directly. If we would like to create good looking emails, we need to use HTML.

Using Acumatica’s integrated HTML editor can be simple enough, if you just want to change the size of a sentence or add a little color, but it can quickly become difficult to work if you need to design good-looking templates from scratch. It is also not ideal if you want to build complex email formats that are also responsive and universally compatible with email readers.

If we could find a way to easily design our templates and build the required HTML markup, we could just paste it into the Acumatica editor.

This is where email building frameworks come into play.

Most email template frameworks work in a similar way: they provide a baseline platform that makes it easy to design email content using simple proprietary definitions of blocks and columns, then they generate the required HTML markup. Due to the variety and non-standardized world of email clients, they all use some smart tricks to make the rendered emails look as close as possible to the original design in any email reader.

Why Use MJML for Acumatica Email Templates?

Email HTML is more restrictive than standard website HTML because email clients such as Outlook and Gmail support different formatting rules. MJML helps simplify the process of creating responsive email layouts and generates HTML designed for broader email-client compatibility.

There are several tools out there that we can use to design and build email templates. Currently, we are using mjml (by MailJet). Other similar tools we have tested are Foundation for Emails (by Zurb) and HEML (by Sparkpost).

Building a Base Template

The fastest way to start building a template is to install the MJML native application. This tool includes a live preview of the template as you work on it.

The main idea of the framework is to build templates from simple building blocks. The main blocks are: mj-body, mj-section and mj-column. Content then comes as different types of components where the most common one is mj-text. For more references, you can check mjml’s documentation.

If you add images, you need to use full URL because they need to be accessible from the email client. Acumatica won’t attach them to the email.

Important: Images used in an email template should be hosted at a publicly accessible URL so the recipient’s email client can retrieve them. Avoid using local file paths.

When building the email content, you can add placeholder variables depending on the Acumatica screen related to the template. To get the name of the data field, you can use the INSERT->DATAFIELD command. This shows a list of related DACs and available fields. Placeholders use the format ((ViewName.Field)), where ViewName is the name of the View (DAC) in the Acumatica Graph and Field is the DAC field whose value we need to use.

Here is our final base notification template using mjml:

Once you are happy with the result, you can save the generated HTML or copy it to memory.

Finally, just paste it inside the HTML view of the template editor.

Test Your Email Template Before Using It

Before using a new branded template in a live workflow, send a test email and verify that:

• Acumatica data fields display the expected information.
• Images load correctly.
• Links work as expected.
• The email is readable on desktop and mobile devices.
• The design displays correctly in common email clients such as Outlook and Gmail.

Wrapping It Up

Acumatica’s notification templates make it possible to combine automated communications with dynamic business data and consistent branding. By using Acumatica data fields together with well-structured HTML, organizations can create reusable email templates that support both automation and a consistent customer experience.

Common Questions About Acumatica Email Templates

Why is an image not displaying in my Acumatica email template?

Check that the image uses a complete, publicly accessible URL. Some email clients may also block external images until the recipient chooses to display them.

Why is an Acumatica data field blank in an email?

A field may appear blank if the related record does not contain a value or if the field is not available to that notification template. If you are unsure which fields are supported, check the available options under Insert → Data Field.

Why does my email look different in Outlook than it does in a browser?

Email clients support HTML and CSS differently from web browsers. Using email-specific HTML practices or a framework such as MJML can help improve consistency across email clients.